UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Position in ROOT — Root, Inc.
CIK 861177
NEW YORK, NY
Position in ROOT
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$686,585
+$144,267 QoQ
Shares Held
12,278
0.0% QoQ
Ownership
0.079%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#62
of 158 holders
Holding Since
Dec 2021
12 quarters on record
Voting authority
Sole 43%
Shared 0%
None 57%
Common Shares in ROOT Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC holds $3,912,095,328 across 42 Insurance - Property & Casualty names. ROOT ranks #32 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PGR |
Progressive Corp/Oh/
|
6,784,205 | $1,482,009,576 | |
| 2 | TRV |
Travelers Companies, Inc.
|
2,504,288 | $826,715,548 | |
| 3 | ALL |
Allstate Corp
|
2,167,998 | $515,853,438 | |
| 4 | CB |
Chubb Ltd
|
689,209 | $234,841,074 | |
| 5 | CINF |
Cincinnati Financial Corp
|
1,013,600 | $187,657,898 | |
| 6 | MKL |
Markel Group Inc.
|
77,952 | $152,241,031 | |
| 7 | WRB |
Berkley W R Corp
|
2,041,622 | $143,995,595 | |
| 8 | L |
Loews Corp
|
1,204,563 | $136,368,573 |
All Filings in ROOT
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $686,585 | 12,278 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $542,318 | 12,278 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $886,912 | 12,279 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $814,182 | 9,096 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,147,463 | 16,781 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $1,072,322 | 8,036 | Shares | Defined | 2025-05-19 | |
| 2024-12-31 | $611,280 | 8,421 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $187,464 | 4,962 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $319,465 | 6,190 | Shares | Defined | 2024-08-14 | |
| 2022-06-30 | $72,709 | 61,100 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $120,367 | 61,100 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $189,410 | 61,100 | Shares | Sole | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||