Position in ROOT
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$4,877,509
-$1,768,485 QoQ
Shares Held
87,223
-42.0% QoQ
Ownership
0.563%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#25
of 158 holders
Holding Since
Sep 2022
14 quarters on record
Voting authority
Sole 79%
Shared 11%
None 10%
Common Shares in ROOT Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026DIMENSIONAL FUND ADVISORS LP holds $7,116,773,701 across 39 Insurance - Property & Casualty names. ROOT ranks #36 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TRV |
Travelers Companies, Inc.
|
3,555,980 | $1,173,900,116 | |
| 2 | CB |
Chubb Ltd
|
2,194,103 | $747,618,654 | |
| 3 | ALL |
Allstate Corp
|
3,071,488 | $730,829,851 | |
| 4 | PGR |
Progressive Corp/Oh/
|
2,445,102 | $534,132,530 | |
| 5 | WTM |
White Mountains Insurance Group Ltd
|
158,954 | $329,573,617 | |
| 6 | AIZ |
Assurant, Inc.
|
1,199,305 | $322,049,369 | |
| 7 | CINF |
Cincinnati Financial Corp
|
1,615,302 | $299,057,009 | |
| 8 | ORI |
Old Republic International Corp
|
6,994,582 | $286,218,293 |
All Filings in ROOT
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,877,509 | 87,223 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $6,645,994 | 150,464 | Shares | Defined | 2026-05-07 | |
| 2025-12-31 | $12,468,991 | 172,629 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $15,078,316 | 168,454 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $15,290,366 | 119,484 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $6,305,706 | 47,255 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $2,914,487 | 40,150 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $444,443 | 11,764 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $928,411 | 17,989 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $1,098,767 | 17,989 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $212,408 | 20,268 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $175,839 | 18,490 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $165,264 | 18,486 | Shares | Sole | 2023-08-09 | |
| 2022-09-30 | $356,570 | 45,250 | Shares | Sole | 2022-11-10 | |
| No filing history on record for this holder in this stock. | ||||||