Position in ROOT
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$687,702
+$485,405 QoQ
Shares Held
12,298
+168.5% QoQ
Ownership
0.079%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#61
of 158 holders
Holding Since
Dec 2020
23 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, 2026WELLS FARGO & COMPANY/MN holds $2,561,205,380 across 43 Insurance - Property & Casualty names. ROOT ranks #34 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
|
3,852,983 | $1,312,865,426 | |
| 2 | WRB |
Berkley W R Corp
|
3,720,958 | $262,439,165 | |
| 3 | PGR |
Progressive Corp/Oh/
|
1,166,409 | $254,802,044 | |
| 4 | TRV |
Travelers Companies, Inc.
|
732,022 | $241,655,101 | |
| 5 | MKL |
Markel Group Inc.
|
59,018 | $115,262,742 | |
| 6 | ALL |
Allstate Corp
|
434,349 | $103,348,999 | |
| 7 | CINF |
Cincinnati Financial Corp
|
239,095 | $44,266,046 | |
| 8 | RLI |
Rli Corp
|
705,393 | $41,667,562 |
All Filings in ROOT
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $687,702 | 12,298 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $202,297 | 4,580 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $983,193 | 13,612 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $1,088,171 | 12,157 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $869,554 | 6,795 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $1,078,727 | 8,084 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $296,892 | 4,090 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $112,924 | 2,989 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $174,802 | 3,387 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $77,447 | 1,268 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $12,051 | 1,150 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $11,001 | 1,157 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $11,147 | 1,247 | Shares | Defined | 2023-08-15 | |
| 2023-03-31 | $12,604 | 2,795 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $1,072 | 239 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $2,764 | 351 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $9,731 | 8,179 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $11,976 | 6,080 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $18,519 | 5,974 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $142,014 | 26,948 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $3,961,244 | 366,104 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $10,072,648 | 791,253 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $20,624,526 | 1,312,828 | Shares | Defined | 2021-02-09 | |
| No filing history on record for this holder in this stock. | ||||||