Position in ROOT
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$6,404
-$3,708 QoQ
Shares Held
145
+3.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ROOT Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026MAI Capital Management holds $101,383,054 across 11 Insurance - Property & Casualty names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
|
162,529 | $55,380,130 | |
| 2 | PGR |
Progressive Corp/Oh/
|
64,077 | $13,997,619 | |
| 3 | TRV |
Travelers Companies, Inc.
|
36,888 | $12,177,466 | |
| 4 | MKL |
Markel Group Inc.
|
3,472 | $6,780,850 | |
| 5 | CINF |
Cincinnati Financial Corp
|
35,378 | $6,549,881 | |
| 6 | ALL |
Allstate Corp
|
12,313 | $2,929,755 | |
| 7 | KNSL |
Kinsale Capital Group, Inc.
|
3,459 | $1,140,811 | |
| 8 | THG |
Hanover Insurance Group, Inc.
|
3,308 | $708,308 |
All Filings in ROOT
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $6,404 | 145 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $10,112 | 140 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $12,352 | 138 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $17,659 | 138 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $18,414 | 138 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $10,017 | 138 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||