Position in ROOT
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$3,005,768
-$289,942 QoQ
Shares Held
68,050
+49.1% QoQ
Ownership
0.439%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
4 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, 2026FIRST TRUST ADVISORS LP holds $4,027,840,638 across 35 Insurance - Property & Casualty names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CINF |
Cincinnati Financial Corp
|
4,145,056 | $767,415,667 | |
| 2 | TRV |
Travelers Companies, Inc.
|
1,803,212 | $595,276,345 | |
| 3 | CB |
Chubb Ltd
|
1,742,005 | $593,570,782 | |
| 4 | ALL |
Allstate Corp
|
2,438,113 | $580,124,607 | |
| 5 | WRB |
Berkley W R Corp
|
3,624,858 | $255,661,234 | |
| 6 | PGR |
Progressive Corp/Oh/
|
1,046,033 | $228,505,908 | |
| 7 | THG |
Hanover Insurance Group, Inc.
|
824,257 | $176,489,908 | |
| 8 | ORI |
Old Republic International Corp
|
4,060,586 | $166,159,178 |
All Filings in ROOT
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,005,768 | 68,050 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $3,295,710 | 45,628 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $2,289,576 | 25,579 | Shares | Sole | 2025-11-12 | |
| 2024-06-30 | $587,734 | 11,388 | Shares | Sole | 2024-08-13 | |
| No filing history on record for this holder in this stock. | ||||||