Position in ROOT
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$427,340
+$427,340 QoQ
Shares Held
7,642
Ownership
0.049%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#75
of 158 holders
Holding Since
Dec 2020
14 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ROOT Over Time
Shares Held
Position Value (USD)
Derivatives in ROOT
reported options exposure · as of Dec 31, 2025CallValue
$2,022,440
CallShares
28,000
PutValue
$996,774
PutShares
13,800
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026Balyasny Asset Management L.P. holds $185,473,373 across 23 Insurance - Property & Casualty names. ROOT ranks #18 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AFG |
American Financial Group Inc
|
695,896 | $97,383,686 | |
| 2 | AIZ |
Assurant, Inc.
|
81,669 | $21,930,576 | |
| 3 | MKL |
Markel Group Inc.
|
7,872 | $15,374,094 | |
| 4 | TRV |
Travelers Companies, Inc.
|
41,323 | $13,641,548 | |
| 5 | SKWD |
Skyward Specialty Insurance Group, Inc.
|
152,220 | $8,882,037 | |
| 6 | LMND |
Lemonade, Inc.
|
75,870 | $4,935,342 | |
| 7 | PGR |
Progressive Corp/Oh/
|
20,634 | $4,507,497 | |
| 8 | SLDE |
Slide Insurance Holdings, Inc.
|
219,092 | $4,243,812 |
All Filings in ROOT
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $427,340 | 7,642 | Shares | Sole | 2026-08-14 | |
| 2025-12-31 | $2,022,440 | 28,000 | Call | Sole | 2026-02-17 | |
| 2025-12-31 | $996,774 | 13,800 | Put | Sole | 2026-02-17 | |
| 2025-09-30 | $1,951,318 | 21,800 | Call | Sole | 2025-11-14 | |
| 2025-09-30 | $483,354 | 5,400 | Put | Sole | 2025-11-14 | |
| 2024-09-30 | $812,383 | 21,503 | Shares | Sole | 2024-11-14 | |
| 2023-03-31 | $347,012 | 76,943 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $394,850 | 87,940 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,147,722 | 145,650 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $2,769,807 | 2,327,569 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $2,213,174 | 1,123,439 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $5,683,853 | 1,833,501 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,749,502 | 331,974 | Shares | Sole | 2021-12-01 | |
| 2021-06-30 | $3,375,915 | 312,007 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $4,993,100 | 392,231 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $2,802,962 | 178,419 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||