Position in ROOT
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$106,303
+$51,091 QoQ
Shares Held
1,901
+52.1% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#108
of 158 holders
Holding Since
Dec 2020
23 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, 2026OSAIC HOLDINGS, INC. holds $152,156,296 across 43 Insurance - Property & Casualty names. ROOT ranks #30 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
|
103,041 | $35,110,188 | |
| 2 | ALL |
Allstate Corp
|
121,915 | $29,008,453 | |
| 3 | TRV |
Travelers Companies, Inc.
|
68,184 | $22,508,900 | |
| 4 | PGR |
Progressive Corp/Oh/
|
79,911 | $17,456,557 | |
| 5 | MKL |
Markel Group Inc.
|
4,854 | $9,479,910 | |
| 6 | CINF |
Cincinnati Financial Corp
|
44,413 | $8,222,622 | |
| 7 | WRB |
Berkley W R Corp
|
81,031 | $5,715,115 | |
| 8 | ORI |
Old Republic International Corp
|
95,328 | $3,900,819 |
All Filings in ROOT
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $106,303 | 1,901 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $55,212 | 1,250 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $111,161 | 1,539 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $134,443 | 1,502 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $259,010 | 2,024 | Shares | Defined | 2025-09-04 | |
| 2025-03-31 | $161,195 | 1,208 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $59,741 | 823 | Shares | Defined | 2025-06-06 | |
| 2024-09-30 | $38,610 | 1,022 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $52,745 | 1,022 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $754,765 | 12,357 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $9,327 | 890 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $8,463 | 890 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $7,749 | 867 | Shares | Defined | 2023-08-21 | |
| 2023-03-31 | $3,931 | 872 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $3,913 | 872 | Shares | Defined | 2023-02-10 | |
| 2022-09-30 | $8,634 | 1,096 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $28,761 | 24,170 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $54,360 | 27,595 | Shares | Defined | 2022-05-04 | |
| 2021-12-31 | $66,789 | 21,545 | Shares | Defined | 2022-02-03 | |
| 2021-09-30 | $99,733 | 18,925 | Shares | Defined | 2021-11-05 | |
| 2021-06-30 | $156,348 | 14,450 | Shares | Defined | 2021-08-02 | |
| 2021-03-31 | $99,318 | 7,802 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $58,519 | 3,725 | Shares | Defined | 2021-02-10 | |
| No filing history on record for this holder in this stock. | ||||||