Position in RLI
as of Jun 30, 2026
· filed Aug 19, 2026
Position Value
$652,428
+$87,048 QoQ
Shares Held
11,045
+11.4% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#205
of 420 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 17%
Shared 0%
None 83%
Common Shares in RLI Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026MERCER GLOBAL ADVISORS INC /ADV holds $258,120,318 across 32 Insurance - Property & Casualty names. RLI ranks #22 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
|
166,288 | $56,660,973 | |
| 2 | TRV |
Travelers Companies, Inc.
|
122,532 | $40,450,263 | |
| 3 | ALL |
Allstate Corp
|
164,893 | $39,234,640 | |
| 4 | L |
Loews Corp
|
219,800 | $24,883,558 | |
| 5 | CINF |
Cincinnati Financial Corp
|
131,849 | $24,410,523 | |
| 6 | PGR |
Progressive Corp/Oh/
|
79,904 | $17,455,028 | |
| 7 | WRB |
Berkley W R Corp
|
229,800 | $16,207,794 | |
| 8 | AIZ |
Assurant, Inc.
|
24,879 | $6,680,757 |
All Filings in RLI
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $652,428 | 11,045 | Shares | Sole | 2026-08-19 | |
| 2026-03-31 | $565,380 | 9,912 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $602,627 | 9,419 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $374,949 | 5,749 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $220,993 | 3,060 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $276,013 | 3,436 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $303,946 | 1,844 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $303,140 | 1,956 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $229,746 | 1,633 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $229,237 | 1,544 | Shares | Sole | 2024-05-15 | |
| No filing history on record for this holder in this stock. | ||||||