Position in ROOT
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$17,223
+$3,619 QoQ
Shares Held
308
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#119
of 158 holders
Holding Since
Mar 2023
14 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, 2026Capital Advisors, Ltd. LLC holds $990,509 across 29 Insurance - Property & Casualty names. ROOT ranks #17 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | L |
Loews Corp
|
1,404 | $158,946 | |
| 2 | PGR |
Progressive Corp/Oh/
|
622 | $135,875 | |
| 3 | TRV |
Travelers Companies, Inc.
|
308 | $101,676 | |
| 4 | ALL |
Allstate Corp
|
391 | $93,034 | |
| 5 | DGICA |
Donegal Group Inc
|
4,746 | $89,509 | |
| 6 | WRB |
Berkley W R Corp
|
1,061 | $74,832 | |
| 7 | CB |
Chubb Ltd
|
166 | $56,562 | |
| 8 | CINF |
Cincinnati Financial Corp
|
255 | $47,210 |
All Filings in ROOT
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $17,223 | 308 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $13,604 | 308 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $22,246 | 308 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $27,569 | 308 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $39,414 | 308 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $41,099 | 308 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $22,357 | 308 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $11,636 | 308 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $15,895 | 308 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $18,812 | 308 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $3,227 | 308 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $2,929 | 308 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $2,753 | 308 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $351 | 78 | Shares | Sole | 2023-05-03 | |
| No filing history on record for this holder in this stock. | ||||||