Position in ROOT
as of Mar 31, 2026
· filed Apr 28, 2026
Position Value
$747,356
New position
Shares Held
16,920
first reported quarter
Ownership
0.109%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026Belpointe Asset Management LLC holds $11,286,509 across 10 Insurance - Property & Casualty names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PGR |
Progressive Corp/Oh/
|
9,679 | $2,114,377 | |
| 2 | WRB |
Berkley W R Corp
|
27,646 | $1,949,872 | |
| 3 | ALL |
Allstate Corp
|
7,076 | $1,683,663 | |
| 4 | TRV |
Travelers Companies, Inc.
|
4,180 | $1,379,901 | |
| 5 | SKWD |
Skyward Specialty Insurance Group, Inc.
|
17,587 | $1,026,201 | |
| 6 | CINF |
Cincinnati Financial Corp
|
4,958 | $917,924 | |
| 7 | SIGI |
Selective Insurance Group Inc
|
8,691 | $843,113 | |
| 8 | AFG |
American Financial Group Inc
|
3,588 | $502,104 |
All Filings in ROOT
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $747,356 | 16,920 | Shares | Sole | 2026-04-28 | |
| No filing history on record for this holder in this stock. | ||||||