Position in ROOT
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$4,631,629
+$2,062,924 QoQ
Shares Held
82,826
+42.4% QoQ
Ownership
0.535%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#26
of 158 holders
Holding Since
Mar 2021
22 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ROOT Over Time
Shares Held
Position Value (USD)
Derivatives in ROOT
reported options exposure · as of Mar 31, 2024CallValue
$0
CallShares
0
PutValue
$1,557,540
PutShares
25,500
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026UBS Group AG holds $3,572,637,404 across 43 Insurance - Property & Casualty names. ROOT ranks #28 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
|
2,756,908 | $939,388,829 | |
| 2 | TRV |
Travelers Companies, Inc.
|
1,946,122 | $642,453,792 | |
| 3 | PGR |
Progressive Corp/Oh/
|
2,366,933 | $517,056,512 | |
| 4 | ALL |
Allstate Corp
|
1,538,436 | $366,055,460 | |
| 5 | WRB |
Berkley W R Corp
|
2,835,322 | $199,975,258 | |
| 6 | CINF |
Cincinnati Financial Corp
|
1,050,678 | $194,522,522 | |
| 7 | L |
Loews Corp
|
1,093,446 | $123,789,020 | |
| 8 | MKL |
Markel Group Inc.
|
44,268 | $86,455,845 |
All Filings in ROOT
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,631,629 | 82,826 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $2,568,705 | 58,155 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $9,955,387 | 137,829 | Shares | Defined | 2026-01-29 | |
| 2025-09-30 | $20,474,336 | 228,738 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $6,200,018 | 48,449 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $19,638,229 | 147,169 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $8,300,301 | 114,345 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $925,760 | 24,504 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $407,770 | 7,901 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $382,603 | 6,264 | Shares | Defined | 2024-05-13 | |
| 2024-03-31 | $1,557,540 | 25,500 | Put | Defined | 2024-05-13 | |
| 2023-12-31 | $23,695 | 2,261 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $1,492 | 157 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $58,029 | 6,491 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $8,546 | 1,895 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $35,456 | 7,897 | Shares | Defined | 2023-02-08 | |
| 2022-09-30 | $26,507 | 3,364 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $187,222 | 157,330 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $288,198 | 146,294 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $638,995 | 206,128 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $1,045,187 | 198,328 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $1,457,280 | 134,684 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $255,617 | 20,080 | Shares | Defined | 2021-05-12 | |
| No filing history on record for this holder in this stock. | ||||||