Position in RLI
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$260,557
-$17,455 QoQ
Shares Held
4,411
-9.5% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#270
of 420 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 29%
Shared 0%
None 71%
Common Shares in RLI Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026TRUIST FINANCIAL CORP holds $228,065,419 across 21 Insurance - Property & Casualty names. RLI ranks #20 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
|
171,233 | $58,345,931 | |
| 2 | TRV |
Travelers Companies, Inc.
|
147,405 | $48,661,337 | |
| 3 | PGR |
Progressive Corp/Oh/
|
164,524 | $35,940,267 | |
| 4 | WRB |
Berkley W R Corp
|
468,920 | $33,072,926 | |
| 5 | ALL |
Allstate Corp
|
128,617 | $30,603,128 | |
| 6 | MKL |
Markel Group Inc.
|
2,628 | $5,132,510 | |
| 7 | AIZ |
Assurant, Inc.
|
13,479 | $3,619,514 | |
| 8 | CINF |
Cincinnati Financial Corp
|
15,398 | $2,850,784 |
All Filings in RLI
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $260,557 | 4,411 | Shares | Defined | 2026-07-28 | |
| 2026-03-31 | $278,012 | 4,874 | Shares | Defined | 2026-04-27 | |
| 2025-12-31 | $449,651 | 7,028 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $480,801 | 7,372 | Shares | Defined | 2025-11-03 | |
| 2025-06-30 | $539,844 | 7,475 | Shares | Defined | 2025-07-18 | |
| 2025-03-31 | $639,265 | 7,958 | Shares | Defined | 2025-04-29 | |
| 2024-12-31 | $699,373 | 4,243 | Shares | Defined | 2025-01-31 | |
| 2024-09-30 | $638,827 | 4,122 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $580,204 | 4,124 | Shares | Defined | 2024-08-21 | |
| 2024-03-31 | $1,002,765 | 6,754 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $3,372,593 | 25,335 | Shares | Defined | 2024-02-02 | |
| 2023-09-30 | $3,502,020 | 25,771 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $3,530,750 | 25,872 | Shares | Defined | 2023-08-01 | |
| 2023-03-31 | $3,764,807 | 28,326 | Shares | Defined | 2023-05-05 | |
| 2022-12-31 | $3,775,718 | 28,763 | Shares | Defined | 2023-02-17 | |
| 2022-09-30 | $2,991,030 | 29,215 | Shares | Defined | 2022-10-26 | |
| 2022-06-30 | $3,507,958 | 30,088 | Shares | Defined | 2022-07-22 | |
| 2022-03-31 | $3,245,329 | 29,335 | Shares | Defined | 2022-04-22 | |
| 2021-12-31 | $3,126,242 | 27,888 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $2,721,526 | 27,142 | Shares | Defined | 2021-11-05 | |
| 2021-06-30 | $2,969,935 | 28,396 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $3,196,813 | 28,653 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $3,035,866 | 29,149 | Shares | Defined | 2021-11-19 | |
| 2020-09-30 | $2,391,997 | 28,568 | Shares | Defined | 2021-11-05 | |
| 2020-06-30 | $2,369,405 | 28,860 | Shares | Defined | 2021-11-16 | |
| 2020-03-31 | $2,476,722 | 28,167 | Shares | Defined | 2021-11-05 | |
| No filing history on record for this holder in this stock. | ||||||