Position in ROOT
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$2,650,384
+$563,440 QoQ
Shares Held
47,396
+0.3% QoQ
Ownership
0.306%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#36
of 158 holders
Holding Since
Mar 2025
6 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, 2026HB Wealth Management, LLC holds $58,630,085 across 18 Insurance - Property & Casualty names. ROOT ranks #7 (4.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
|
45,887 | $15,635,536 | |
| 2 | ALL |
Allstate Corp
|
41,971 | $9,986,579 | |
| 3 | TRV |
Travelers Companies, Inc.
|
23,018 | $7,598,702 | |
| 4 | PGR |
Progressive Corp/Oh/
|
34,666 | $7,572,787 | |
| 5 | MKL |
Markel Group Inc.
|
1,529 | $2,986,152 | |
| 6 | SLDE |
Slide Insurance Holdings, Inc.
|
143,437 | $2,778,374 | |
| 7 | ROOT |
Root, Inc.
This page
|
47,396 | $2,650,384 | |
| 8 | CNA |
Cna Financial Corp
|
39,507 | $1,920,435 |
All Filings in ROOT
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,650,384 | 47,396 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $2,086,944 | 47,248 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $1,535,754 | 21,262 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $1,902,893 | 21,259 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $2,720,258 | 21,257 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $2,836,800 | 21,259 | Shares | Sole | 2025-05-07 | |
| No filing history on record for this holder in this stock. | ||||||