Position in ROOT
as of Mar 31, 2026
· filed Apr 13, 2026
Position Value
$44
-$461 QoQ
Shares Held
1
-85.7% QoQ
Ownership
0.000%
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 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, 2026MassMutual Private Wealth & Trust, FSB holds $39,904,398 across 26 Insurance - Property & Casualty names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
|
92,607 | $31,554,909 | |
| 2 | ALL |
Allstate Corp
|
18,834 | $4,481,361 | |
| 3 | TRV |
Travelers Companies, Inc.
|
5,762 | $1,902,151 | |
| 4 | CINF |
Cincinnati Financial Corp
|
3,363 | $622,625 | |
| 5 | PGR |
Progressive Corp/Oh/
|
2,005 | $437,992 | |
| 6 | L |
Loews Corp
|
2,837 | $321,176 | |
| 7 | MKL |
Markel Group Inc.
|
145 | $283,186 | |
| 8 | KNSL |
Kinsale Capital Group, Inc.
|
134 | $44,194 |
All Filings in ROOT
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $44 | 1 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $505 | 7 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $537 | 6 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $767 | 6 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $800 | 6 | Shares | Sole | 2025-04-01 | |
| 2024-12-31 | $435 | 6 | Shares | Sole | 2025-01-16 | |
| No filing history on record for this holder in this stock. | ||||||