Position in ROOT
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$1,078,584
+$226,634 QoQ
Shares Held
19,288
0.0% QoQ
Ownership
0.124%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#54
of 158 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ROOT Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026TD Asset Management Inc holds $400,993,707 across 20 Insurance - Property & Casualty names. ROOT ranks #15 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TRV |
Travelers Companies, Inc.
|
210,715 | $69,561,235 | |
| 2 | PGR |
Progressive Corp/Oh/
|
297,427 | $64,972,928 | |
| 3 | AIZ |
Assurant, Inc.
|
210,486 | $56,521,805 | |
| 4 | CB |
Chubb Ltd
|
162,677 | $55,430,560 | |
| 5 | ALL |
Allstate Corp
|
223,225 | $53,114,156 | |
| 6 | MKL |
Markel Group Inc.
|
19,015 | $37,136,485 | |
| 7 | L |
Loews Corp
|
294,140 | $33,299,589 | |
| 8 | CINF |
Cincinnati Financial Corp
|
54,270 | $10,047,547 |
All Filings in ROOT
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,078,584 | 19,288 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $851,950 | 19,288 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $1,393,172 | 19,288 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $1,619,056 | 18,088 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $2,074,905 | 16,214 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $1,632,238 | 12,232 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $261,324 | 3,600 | Shares | Sole | 2025-02-11 | |
| No filing history on record for this holder in this stock. | ||||||