Position in ROOT
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$219,430
-$22,684 QoQ
Shares Held
3,924
+17.1% QoQ
Ownership
0.025%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#102
of 158 holders
Holding Since
Mar 2024
8 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, 2026Sequoia Financial Advisors, LLC holds $69,393,915 across 19 Insurance - Property & Casualty names. ROOT ranks #15 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PGR |
Progressive Corp/Oh/
|
135,459 | $29,591,018 | |
| 2 | TRV |
Travelers Companies, Inc.
|
33,397 | $11,025,017 | |
| 3 | CB |
Chubb Ltd
|
26,597 | $9,062,661 | |
| 4 | ALL |
Allstate Corp
|
27,857 | $6,628,294 | |
| 5 | MKL |
Markel Group Inc.
|
1,526 | $2,980,293 | |
| 6 | WTM |
White Mountains Insurance Group Ltd
|
810 | $1,679,445 | |
| 7 | L |
Loews Corp
|
14,549 | $1,647,092 | |
| 8 | CINF |
Cincinnati Financial Corp
|
7,872 | $1,457,422 |
All Filings in ROOT
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $219,430 | 3,924 | Shares | Sole | 2026-07-17 | |
| 2025-12-31 | $242,114 | 3,352 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $299,858 | 3,350 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $428,699 | 3,350 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $447,024 | 3,350 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $348,432 | 4,800 | Shares | Sole | 2025-08-08 | |
| 2024-06-30 | $247,728 | 4,800 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $293,184 | 4,800 | Shares | Sole | 2024-04-30 | |
| No filing history on record for this holder in this stock. | ||||||