Position in ROOT
as of Mar 31, 2026
· filed Apr 28, 2026
Position Value
$126,149
-$70,894 QoQ
Shares Held
2,856
+4.7% QoQ
Ownership
0.018%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in ROOT Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Mar 31, 2026SBI Securities Co., Ltd. holds $1,621,599 across 34 Insurance - Property & Casualty names. ROOT ranks #5 (7.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TRV |
Travelers Companies, Inc.
|
1,369 | $399,309 | |
| 2 | LMND |
Lemonade, Inc.
|
5,326 | $333,833 | |
| 3 | CB |
Chubb Ltd
|
459 | $149,601 | |
| 4 | ORI |
Old Republic International Corp
|
3,288 | $131,191 | |
| 5 | ROOT |
Root, Inc.
This page
|
2,856 | $126,149 | |
| 6 | PGR |
Progressive Corp/Oh/
|
507 | $100,507 | |
| 7 | L |
Loews Corp
|
564 | $60,201 | |
| 8 | MCY |
Mercury General Corp
|
634 | $55,887 |
All Filings in ROOT
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $126,149 | 2,856 | Shares | Defined | 2026-04-28 | |
| 2025-12-31 | $197,043 | 2,728 | Shares | Defined | 2026-02-03 | |
| 2025-09-30 | $86,645 | 968 | Shares | Defined | 2025-11-05 | |
| 2025-06-30 | $128,481 | 1,004 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $119,962 | 899 | Shares | Defined | 2025-05-02 | |
| 2024-12-31 | $154,471 | 2,128 | Shares | Defined | 2025-02-06 | |
| No filing history on record for this holder in this stock. | ||||||