Position in ROOT
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$2,264,422
+$28,186 QoQ
Shares Held
40,494
-20.0% QoQ
Ownership
0.261%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#39
of 158 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 87%
Shared 0%
None 13%
Common Shares in ROOT Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026JPMORGAN CHASE & CO holds $7,048,903,851 across 43 Insurance - Property & Casualty names. ROOT ranks #31 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PGR |
Progressive Corp/Oh/
|
10,295,927 | $2,249,145,240 | |
| 2 | CB |
Chubb Ltd
|
4,176,382 | $1,423,060,393 | |
| 3 | TRV |
Travelers Companies, Inc.
|
3,112,602 | $1,027,532,161 | |
| 4 | L |
Loews Corp
|
8,149,382 | $922,591,532 | |
| 5 | LMND |
Lemonade, Inc.
|
5,392,829 | $350,803,521 | |
| 6 | ALL |
Allstate Corp
|
1,085,549 | $258,295,523 | |
| 7 | WRB |
Berkley W R Corp
|
2,154,477 | $151,955,255 | |
| 8 | KNSL |
Kinsale Capital Group, Inc.
|
455,789 | $150,323,763 |
All Filings in ROOT
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,264,422 | 40,494 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $2,236,236 | 50,628 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $501,346 | 6,941 | Shares | Defined | 2026-02-11 | |
| 2025-09-30 | $532,851 | 5,953 | Shares | Defined | 2025-11-07 | |
| 2025-06-30 | $3,698,971 | 28,905 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $788,361 | 5,908 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $5,685,392 | 78,322 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $3,984,919 | 105,477 | Shares | Defined | 2024-12-26 | |
| 2024-06-30 | $5,895,201 | 114,226 | Shares | Defined | 2024-12-26 | |
| 2024-03-31 | $1,693,563 | 27,727 | Shares | Defined | 2024-12-26 | |
| 2023-12-31 | $161,360 | 15,397 | Shares | Defined | 2024-12-26 | |
| 2023-09-30 | $228 | 24 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $214 | 24 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $27,348 | 6,064 | Shares | Defined | 2023-05-18 | |
| 2022-12-31 | $19,827 | 4,416 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $33,126 | 4,204 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $89,466 | 75,183 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $1,246,722 | 632,854 | Shares | Defined | 2022-05-11 | |
| 2021-12-31 | $3,511,050 | 1,132,597 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $3,589,791 | 681,175 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $472,736 | 43,691 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $474,205 | 37,251 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $493,497 | 31,413 | Shares | Defined | 2021-02-19 | |
| No filing history on record for this holder in this stock. | ||||||