Vanguard Personalized Indexing Management, LLC
Position in ROOT — Root, Inc.
CIK 1767306
OAKLAND, CA
Position in ROOT
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$230,725
-$102,688 QoQ
Shares Held
4,126
-10.6% QoQ
Ownership
0.027%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#99
of 158 holders
Holding Since
Mar 2024
8 quarters on record
Voting authority
Sole 85%
Shared 0%
None 15%
Common Shares in ROOT Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026Vanguard Personalized Indexing Management, LLC holds $103,553,942 across 23 Insurance - Property & Casualty names. ROOT ranks #22 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
|
67,373 | $22,956,676 | |
| 2 | PGR |
Progressive Corp/Oh/
|
98,092 | $21,428,197 | |
| 3 | TRV |
Travelers Companies, Inc.
|
44,175 | $14,583,051 | |
| 4 | ALL |
Allstate Corp
|
58,535 | $13,927,817 | |
| 5 | L |
Loews Corp
|
40,066 | $4,535,871 | |
| 6 | AIZ |
Assurant, Inc.
|
15,810 | $4,245,459 | |
| 7 | CINF |
Cincinnati Financial Corp
|
22,142 | $4,099,369 | |
| 8 | WRB |
Berkley W R Corp
|
47,493 | $3,349,681 |
All Filings in ROOT
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $230,725 | 4,126 | Shares | Sole | 2026-08-11 | |
| 2025-12-31 | $333,413 | 4,616 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $418,548 | 4,676 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $604,274 | 4,722 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $633,706 | 4,749 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $364,619 | 5,023 | Shares | Sole | 2025-02-10 | |
| 2024-06-30 | $306,047 | 5,930 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $204,862 | 3,354 | Shares | Sole | 2024-05-09 | |
| No filing history on record for this holder in this stock. | ||||||