Position in ROOT
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$163,621
+$37,472 QoQ
Shares Held
2,926
+2.5% QoQ
Ownership
0.019%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#105
of 158 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ROOT Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026SBI Securities Co., Ltd. holds $1,504,219 across 35 Insurance - Property & Casualty names. ROOT ranks #3 (10.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LMND |
Lemonade, Inc.
|
5,289 | $344,049 | |
| 2 | TRV |
Travelers Companies, Inc.
|
517 | $170,672 | |
| 3 | ROOT |
Root, Inc.
This page
|
2,926 | $163,621 | |
| 4 | PGR |
Progressive Corp/Oh/
|
737 | $160,997 | |
| 5 | CB |
Chubb Ltd
|
376 | $128,118 | |
| 6 | ORI |
Old Republic International Corp
|
2,773 | $113,471 | |
| 7 | MCY |
Mercury General Corp
|
614 | $65,464 | |
| 8 | MKL |
Markel Group Inc.
|
31 | $60,543 |
All Filings in ROOT
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $163,621 | 2,926 | Shares | Defined | 2026-07-23 | |
| 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. | ||||||