Position in ROOT
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,902,638
+$561,143 QoQ
Shares Held
51,907
-2.1% QoQ
Ownership
0.335%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#33
of 158 holders
Holding Since
Mar 2022
17 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, 2026BARCLAYS PLC holds $1,759,268,000 across 43 Insurance - Property & Casualty names. ROOT ranks #19 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
|
1,475,852 | $502,881,809 | |
| 2 | PGR |
Progressive Corp/Oh/
|
1,784,101 | $389,736,861 | |
| 3 | TRV |
Travelers Companies, Inc.
|
980,089 | $323,546,978 | |
| 4 | ALL |
Allstate Corp
|
510,053 | $121,362,009 | |
| 5 | WRB |
Berkley W R Corp
|
1,440,408 | $101,591,975 | |
| 6 | CINF |
Cincinnati Financial Corp
|
473,566 | $87,676,007 | |
| 7 | L |
Loews Corp
|
368,189 | $41,682,675 | |
| 8 | KNSL |
Kinsale Capital Group, Inc.
|
105,254 | $34,713,820 |
All Filings in ROOT
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,902,638 | 51,907 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $2,341,495 | 53,011 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $2,400,707 | 33,237 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,472,528 | 16,451 | Shares | Sole | 2026-03-31 | |
| 2025-06-30 | $3,216,141 | 25,132 | Shares | Sole | 2026-02-27 | |
| 2025-03-31 | $1,474,778 | 11,052 | Shares | Sole | 2026-03-17 | |
| 2024-12-31 | $1,114,837 | 15,358 | Shares | Sole | 2026-03-19 | |
| 2024-09-30 | $530,166 | 14,033 | Shares | Sole | 2026-03-31 | |
| 2024-06-30 | $156,894 | 3,040 | Shares | Sole | 2026-03-23 | |
| 2023-12-31 | $27,719 | 2,645 | Shares | Sole | 2026-03-24 | |
| 2023-09-30 | $109,117 | 11,474 | Shares | Sole | 2026-03-26 | |
| 2023-06-30 | $44 | 5 | Shares | Sole | 2026-03-27 | |
| 2023-03-31 | $18,211 | 4,038 | Shares | Sole | 2026-03-30 | |
| 2022-12-31 | $9,357 | 2,084 | Shares | Sole | 2026-03-30 | |
| 2022-09-30 | $2,592 | 329 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $32,632 | 27,422 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $44,738 | 22,710 | Shares | Sole | 2022-05-16 | |
| No filing history on record for this holder in this stock. | ||||||