Position in ROOT
as of Mar 31, 2026
· filed Apr 21, 2026
Position Value
$1,457
-$926 QoQ
Shares Held
33
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 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, 2026GHP Investment Advisors, Inc. holds $55,302,154 across 19 Insurance - Property & Casualty names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TRV |
Travelers Companies, Inc.
|
53,361 | $17,615,532 | |
| 2 | WRB |
Berkley W R Corp
|
179,803 | $12,681,505 | |
| 3 | PGR |
Progressive Corp/Oh/
|
54,213 | $11,842,829 | |
| 4 | MKL |
Markel Group Inc.
|
3,741 | $7,306,210 | |
| 5 | AIZ |
Assurant, Inc.
|
18,958 | $5,090,791 | |
| 6 | CB |
Chubb Ltd
|
1,605 | $546,887 | |
| 7 | CINF |
Cincinnati Financial Corp
|
674 | $124,784 | |
| 8 | L |
Loews Corp
|
378 | $42,793 |
All Filings in ROOT
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,457 | 33 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $2,383 | 33 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $2,953 | 33 | Shares | Sole | 2025-10-31 | |
| No filing history on record for this holder in this stock. | ||||||