Position in ROOT
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$342,789
+$102,718 QoQ
Shares Held
6,130
+226.8% QoQ
Ownership
0.040%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#84
of 158 holders
Holding Since
Jun 2021
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ROOT Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026LPL Financial LLC holds $678,099,563 across 34 Insurance - Property & Casualty names. ROOT ranks #33 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
|
576,647 | $196,486,698 | |
| 2 | TRV |
Travelers Companies, Inc.
|
409,993 | $135,346,889 | |
| 3 | PGR |
Progressive Corp/Oh/
|
444,022 | $96,996,605 | |
| 4 | ALL |
Allstate Corp
|
374,144 | $89,023,823 | |
| 5 | CINF |
Cincinnati Financial Corp
|
150,719 | $27,904,115 | |
| 6 | ORI |
Old Republic International Corp
|
426,745 | $17,462,405 | |
| 7 | MKL |
Markel Group Inc.
|
8,779 | $17,145,474 | |
| 8 | WRB |
Berkley W R Corp
|
231,781 | $16,347,513 |
All Filings in ROOT
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $342,789 | 6,130 | Shares | Sole | 2026-08-07 | |
| 2025-06-30 | $240,071 | 1,876 | Shares | Sole | 2025-08-12 | |
| 2021-12-31 | $71,517 | 23,070 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $107,818 | 20,459 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $131,192 | 12,125 | Shares | Sole | 2021-08-13 | |
| No filing history on record for this holder in this stock. | ||||||