Position in ROOT
as of Mar 31, 2026
· filed Apr 15, 2026
Position Value
$132,510
-$136,020 QoQ
Shares Held
3,000
0.0% QoQ
Ownership
0.019%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
7 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, 2026Activest Wealth Management holds $1,788,334 across 17 Insurance - Property & Casualty names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ALL |
Allstate Corp
|
6,347 | $1,510,205 | |
| 2 | LMND |
Lemonade, Inc.
|
2,102 | $136,735 | |
| 3 | CB |
Chubb Ltd
|
230 | $78,370 | |
| 4 | TRV |
Travelers Companies, Inc.
|
97 | $32,021 | |
| 5 | PGR |
Progressive Corp/Oh/
|
50 | $10,922 | |
| 6 | KNSL |
Kinsale Capital Group, Inc.
|
26 | $8,575 | |
| 7 | AFG |
American Financial Group Inc
|
51 | $7,136 | |
| 8 | CINF |
Cincinnati Financial Corp
|
9 | $1,666 |
All Filings in ROOT
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $132,510 | 3,000 | Shares | Sole | 2026-04-15 | |
| 2025-09-30 | $268,530 | 3,000 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $383,910 | 3,000 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $400,320 | 3,000 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $217,770 | 3,000 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $113,340 | 3,000 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $154,830 | 3,000 | Shares | Sole | 2024-07-30 | |
| No filing history on record for this holder in this stock. | ||||||