Position in ROOT
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$409,058
-$311,291 QoQ
Shares Held
9,261
-7.1% QoQ
Ownership
0.060%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2021
13 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, 2026IEQ CAPITAL, LLC holds $142,952,208 across 18 Insurance - Property & Casualty names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
|
197,868 | $67,421,541 | |
| 2 | TRV |
Travelers Companies, Inc.
|
85,289 | $28,155,604 | |
| 3 | PGR |
Progressive Corp/Oh/
|
70,816 | $15,469,755 | |
| 4 | THG |
Hanover Insurance Group, Inc.
|
51,099 | $10,941,317 | |
| 5 | MCY |
Mercury General Corp
|
50,918 | $5,428,877 | |
| 6 | SIGI |
Selective Insurance Group Inc
|
27,629 | $2,680,289 | |
| 7 | ORI |
Old Republic International Corp
|
61,335 | $2,509,828 | |
| 8 | UFCS |
United Fire Group Inc
|
47,644 | $2,498,451 |
All Filings in ROOT
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $409,058 | 9,261 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $720,349 | 9,973 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $892,683 | 9,973 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,276,244 | 9,973 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,235,787 | 9,261 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $672,255 | 9,261 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $349,880 | 9,261 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $353,322 | 6,846 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $476,973 | 7,809 | Shares | Sole | 2024-05-09 | |
| 2022-06-30 | $139,464 | 117,197 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $230,878 | 117,197 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $385,454 | 124,340 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $497,076 | 94,322 | Shares | Sole | 2021-11-09 | |
| No filing history on record for this holder in this stock. | ||||||