Position in ROOT
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$2,185,911
+$589,609 QoQ
Shares Held
39,090
+8.2% QoQ
Ownership
0.252%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#40
of 158 holders
Holding Since
Dec 2020
19 quarters on record
Voting authority
Sole 90%
Shared 0%
None 10%
Common Shares in ROOT Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026Bank of New York Mellon Corp holds $5,309,844,338 across 42 Insurance - Property & Casualty names. ROOT ranks #34 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AIZ |
Assurant, Inc.
|
4,727,930 | $1,269,591,032 | |
| 2 | CB |
Chubb Ltd
|
3,059,661 | $1,042,548,876 | |
| 3 | PGR |
Progressive Corp/Oh/
|
3,016,504 | $658,955,288 | |
| 4 | ORI |
Old Republic International Corp
|
12,015,139 | $491,659,477 | |
| 5 | TRV |
Travelers Companies, Inc.
|
1,422,225 | $469,504,907 | |
| 6 | ALL |
Allstate Corp
|
1,788,200 | $425,484,297 | |
| 7 | CINF |
Cincinnati Financial Corp
|
794,325 | $147,061,321 | |
| 8 | L |
Loews Corp
|
949,222 | $107,461,413 |
All Filings in ROOT
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,185,911 | 39,090 | Shares | Defined | 2026-08-06 | |
| 2026-03-31 | $1,596,302 | 36,140 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $3,005,127 | 41,605 | Shares | Defined | 2026-02-10 | |
| 2025-09-30 | $3,313,391 | 37,017 | Shares | Defined | 2025-11-03 | |
| 2025-06-30 | $4,385,402 | 34,269 | Shares | Defined | 2025-08-05 | |
| 2025-03-31 | $3,964,233 | 29,708 | Shares | Defined | 2025-04-29 | |
| 2024-12-31 | $1,773,953 | 24,438 | Shares | Defined | 2025-02-04 | |
| 2024-09-30 | $679,018 | 17,973 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $1,280,081 | 24,803 | Shares | Defined | 2024-07-25 | |
| 2023-03-31 | $107,774 | 23,897 | Shares | Defined | 2023-05-09 | |
| 2022-12-31 | $107,252 | 23,887 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $191,420 | 24,292 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $424,742 | 356,927 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $57,910 | 29,396 | Shares | Defined | 2022-05-11 | |
| 2021-12-31 | $91,127 | 29,396 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $154,916 | 29,396 | Shares | Defined | 2021-11-18 | |
| 2021-06-30 | $154,120 | 14,244 | Shares | Defined | 2021-08-11 | |
| 2021-03-31 | $195,659 | 15,370 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $256,339 | 16,317 | Shares | Defined | 2021-02-09 | |
| No filing history on record for this holder in this stock. | ||||||