Position in ROOT
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$2,796
+$2,178 QoQ
Shares Held
50
+257.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#134
of 158 holders
Holding Since
Mar 2025
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ROOT Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026ROTHSCHILD INVESTMENT LLC holds $22,319,317 across 42 Insurance - Property & Casualty names. ROOT ranks #31 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ALL |
Allstate Corp
|
24,636 | $5,861,889 | |
| 2 | CB |
Chubb Ltd
|
12,781 | $4,354,997 | |
| 3 | TRV |
Travelers Companies, Inc.
|
12,391 | $4,090,516 | |
| 4 | ORI |
Old Republic International Corp
|
62,433 | $2,554,758 | |
| 5 | WRB |
Berkley W R Corp
|
31,028 | $2,188,404 | |
| 6 | AFG |
American Financial Group Inc
|
5,782 | $809,133 | |
| 7 | MKL |
Markel Group Inc.
|
403 | $787,063 | |
| 8 | THG |
Hanover Insurance Group, Inc.
|
2,833 | $606,601 |
All Filings in ROOT
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,796 | 50 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $618 | 14 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $361 | 5 | Shares | Sole | 2026-02-10 | |
| 2025-06-30 | $1,919 | 15 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,334 | 10 | Shares | Sole | 2025-04-08 | |
| No filing history on record for this holder in this stock. | ||||||