Position in ROOT
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$2,069
+$1,708 QoQ
Shares Held
37
+640.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#139
of 158 holders
Holding Since
Dec 2024
5 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, 2026Global Retirement Partners, LLC holds $14,742,891 across 35 Insurance - Property & Casualty names. ROOT ranks #32 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
|
15,304 | $5,214,684 | |
| 2 | ALL |
Allstate Corp
|
10,273 | $2,444,357 | |
| 3 | TRV |
Travelers Companies, Inc.
|
5,389 | $1,779,016 | |
| 4 | PGR |
Progressive Corp/Oh/
|
6,695 | $1,462,522 | |
| 5 | THG |
Hanover Insurance Group, Inc.
|
3,816 | $817,081 | |
| 6 | CINF |
Cincinnati Financial Corp
|
3,187 | $590,041 | |
| 7 | ORI |
Old Republic International Corp
|
11,475 | $469,557 | |
| 8 | KNSL |
Kinsale Capital Group, Inc.
|
970 | $319,915 |
All Filings in ROOT
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,069 | 37 | Shares | Sole | 2026-08-06 | |
| 2025-12-31 | $361 | 5 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $716 | 8 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $1,023 | 8 | Shares | Sole | 2025-08-12 | |
| 2024-12-31 | $72 | 1 | Shares | Sole | 2025-01-31 | |
| No filing history on record for this holder in this stock. | ||||||