Position in ROOT
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$279
+$59 QoQ
Shares Held
5
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#23
of 24 holders
Holding Since
Mar 2025
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, 2026VISION FINANCIAL MARKETS LLC holds $45,839 across 5 Insurance - Property & Casualty names. ROOT ranks #5 (0.6% of the industry book) .
All Filings in ROOT
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $279 | 5 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $220 | 5 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $361 | 5 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $447 | 5 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $639 | 5 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $667 | 5 | Shares | Sole | 2025-05-09 | |
| No filing history on record for this holder in this stock. | ||||||