Position in RLI
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$92,316,956
+$71,883,291 QoQ
Shares Held
1,562,840
+336.3% QoQ
Ownership
1.70%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#13
of 423 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 73%
Shared 0%
None 27%
Common Shares in RLI Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026BANK OF MONTREAL /CAN/ holds $815,746,997 across 25 Insurance - Property & Casualty names. RLI ranks #5 (11.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
|
595,119 | $202,780,844 | |
| 2 | PGR |
Progressive Corp/Oh/
|
774,764 | $169,247,192 | |
| 3 | ALL |
Allstate Corp
|
562,142 | $133,756,064 | |
| 4 | TRV |
Travelers Companies, Inc.
|
344,151 | $113,611,123 | |
| 5 | RLI |
Rli Corp
This page
|
1,562,840 | $92,316,956 | |
| 6 | CINF |
Cincinnati Financial Corp
|
143,284 | $26,527,596 | |
| 7 | L |
Loews Corp
|
213,387 | $24,157,539 | |
| 8 | WRB |
Berkley W R Corp
|
299,915 | $21,153,000 |
All Filings in RLI
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $92,316,956 | 1,562,840 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $20,433,665 | 358,234 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $23,569,207 | 368,384 | Shares | Defined | 2026-02-12 | |
| 2025-09-30 | $638,241 | 9,786 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $710,570 | 9,839 | Shares | Defined | 2025-08-05 | |
| 2025-03-31 | $873,346 | 10,872 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $887,607 | 5,385 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $839,989 | 5,420 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $764,226 | 5,432 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $1,659,595 | 11,178 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $612,617 | 4,602 | Shares | Defined | 2024-02-08 | |
| 2023-09-30 | $766,554 | 5,641 | Shares | Defined | 2023-11-01 | |
| 2023-06-30 | $1,268,351 | 9,294 | Shares | Defined | 2023-08-02 | |
| 2023-03-31 | $926,115 | 6,968 | Shares | Defined | 2024-06-13 | |
| 2022-12-31 | $735,636 | 5,604 | Shares | Defined | 2023-02-01 | |
| 2022-09-30 | $384,129 | 3,752 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $508,215 | 4,359 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $434,553 | 3,928 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $426,987 | 3,809 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $463,646 | 4,624 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $469,817 | 4,492 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $497,265 | 4,457 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $954,533 | 9,165 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $408,014 | 4,873 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $496,211 | 6,044 | Shares | Defined | 2020-08-12 | |
| 2020-03-31 | $99,534 | 1,132 | Shares | Defined | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||