Arax Advisory Partners

Position in ROOT — Root, Inc.

CIK 1586767 DENVER, CO

Position in ROOT

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$25,835

+$25,691 QoQ

Shares Held

462

+23000.0% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#117

of 158 holders

Holding Since

Jun 2021

17 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Arax Advisory Partners holds $66,389,270 across 42 Insurance - Property & Casualty names. ROOT ranks #32 (0.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TRV	Travelers Companies, Inc.	81,086	$26,768,110
2	CB	Chubb Ltd	41,735	$14,220,783
3	PGR	Progressive Corp/Oh/	20,946	$4,575,653
4	CINF	Cincinnati Financial Corp	20,823	$3,855,170
5	ALL	Allstate Corp	13,102	$3,117,489
6	ORI	Old Republic International Corp	52,413	$2,144,739
7	WRB	Berkley W R Corp	22,374	$1,578,038
8	MCY	Mercury General Corp	13,828	$1,474,341

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$25,835	462	+23000.0%	Shares	Sole	2026-08-10
2025-12-31	$144	2	-71.4%	Shares	Sole	2026-02-13
2025-09-30	$626	7	-99.1%	Shares	Sole	2025-11-14
2024-09-30	$30,224	800	0.0%	Shares	Sole	2024-11-06
2024-06-30	$41,288	800	-8.0%	Shares	Sole	2024-08-06
2024-03-31	$53,139	870	+8.8%	Shares	Sole	2024-05-14
2023-12-31	$8,384	800	0.0%	Shares	Sole	2024-02-06
2023-09-30	$7,608	800	0.0%	Shares	Sole	2023-11-14
2023-06-30	$7,152	800	0.0%	Shares	Sole	2023-08-14
2023-03-31	$3,608	800	+166.7%	Shares	Sole	2023-05-16
2022-12-31	$1,347	300	+8.3%	Shares	Sole	2023-02-24
2022-09-30	$2,182	277	-94.5%	Shares	Sole	2022-11-03
2022-06-30	$5,950	5,000	0.0%	Shares	Sole	2022-08-22
2022-03-31	$9,850	5,000	0.0%	Shares	Sole	2022-05-12
2021-12-31	$15,500	5,000	0.0%	Shares	Sole	2022-02-08
2021-09-30	$26,350	5,000	+100.0%	Shares	Sole	2021-11-05
2021-06-30	$27,050	2,500	—	Shares	Sole	2021-08-02
No filing history on record for this holder in this stock.