Position in ROOT
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$6,110,378
+$1,353,579 QoQ
Shares Held
109,270
+1.5% QoQ
Ownership
0.705%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#18
of 158 holders
Holding Since
Dec 2020
20 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, 2026CHARLES SCHWAB INVESTMENT MANAGEMENT INC holds $5,706,996,379 across 42 Insurance - Property & Casualty names. ROOT ranks #31 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PGR |
Progressive Corp/Oh/
|
4,783,863 | $1,045,034,872 | |
| 2 | CINF |
Cincinnati Financial Corp
|
5,482,870 | $1,015,098,550 | |
| 3 | CB |
Chubb Ltd
|
2,295,200 | $782,066,447 | |
| 4 | TRV |
Travelers Companies, Inc.
|
1,426,610 | $470,952,492 | |
| 5 | ALL |
Allstate Corp
|
1,856,753 | $441,795,808 | |
| 6 | AFG |
American Financial Group Inc
|
2,314,583 | $323,902,744 | |
| 7 | ORI |
Old Republic International Corp
|
7,495,748 | $306,726,008 | |
| 8 | L |
Loews Corp
|
1,621,124 | $183,527,447 |
All Filings in ROOT
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,110,378 | 109,270 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $4,756,799 | 107,693 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $8,039,849 | 111,309 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $9,786,575 | 109,335 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $3,995,607 | 31,223 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $3,241,791 | 24,294 | Shares | Sole | 2025-09-15 | |
| 2024-12-31 | $1,856,634 | 25,577 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $973,855 | 25,777 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,345,782 | 26,076 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $346,079 | 5,666 | Shares | Sole | 2024-05-09 | |
| 2023-03-31 | $117,742 | 26,107 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $117,215 | 26,106 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $134,393 | 17,055 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,092,223 | 917,835 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $944,246 | 479,313 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $1,477,850 | 476,726 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $2,201,621 | 417,765 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $2,807,119 | 259,438 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $1,606,513 | 126,199 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $1,887,053 | 120,118 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||