Position in ROOT
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$8,069,591
+$1,474,260 QoQ
Shares Held
144,306
-3.4% QoQ
Ownership
0.931%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#15
of 158 holders
Holding Since
Mar 2021
18 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ROOT Over Time
Shares Held
Position Value (USD)
Derivatives in ROOT
reported options exposure · as of Jun 30, 2021CallValue
$0
CallShares
0
PutValue
$5,410,000
PutShares
27,778
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026GOLDMAN SACHS GROUP INC holds $5,230,559,718 across 42 Insurance - Property & Casualty names. ROOT ranks #30 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PGR |
Progressive Corp/Oh/
|
5,056,352 | $1,104,560,092 | |
| 2 | CB |
Chubb Ltd
|
2,799,543 | $953,916,280 | |
| 3 | ALL |
Allstate Corp
|
2,622,964 | $624,108,051 | |
| 4 | TRV |
Travelers Companies, Inc.
|
1,605,419 | $529,980,918 | |
| 5 | L |
Loews Corp
|
2,685,387 | $304,012,659 | |
| 6 | WRB |
Berkley W R Corp
|
4,158,216 | $293,278,973 | |
| 7 | CINF |
Cincinnati Financial Corp
|
1,059,043 | $196,071,220 | |
| 8 | MKL |
Markel Group Inc.
|
88,210 | $172,275,011 |
All Filings in ROOT
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,069,591 | 144,306 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $6,595,331 | 149,317 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $12,313,480 | 170,476 | Shares | Defined | 2026-03-25 | |
| 2025-09-30 | $6,563,498 | 73,327 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $11,193,535 | 87,470 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $4,599,676 | 34,470 | Shares | Defined | 2025-06-27 | |
| 2024-12-31 | $4,646,994 | 64,017 | Shares | Defined | 2025-02-11 | |
| 2024-09-30 | $1,168,610 | 30,932 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $1,302,120 | 25,230 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $2,827,454 | 46,291 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $172,406 | 16,451 | Shares | Defined | 2024-05-14 | |
| 2023-09-30 | $130,724 | 13,746 | Shares | Defined | 2024-05-15 | |
| 2022-12-31 | $92,206 | 20,536 | Shares | Defined | 2024-05-14 | |
| 2022-06-30 | $17,052 | 14,330 | Shares | Defined | 2024-05-14 | |
| 2022-03-31 | $980,874 | 497,906 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $113,081 | 36,478 | Shares | Defined | 2022-02-17 | |
| 2021-06-30 | $5,410,876 | 500,081 | Shares | Defined | 2021-08-13 | |
| 2021-06-30 | $5,410,000 | 500,000 | Put | Defined | 2021-08-13 | |
| 2021-03-31 | $760,732 | 59,759 | Shares | Defined | 2021-05-17 | |
| No filing history on record for this holder in this stock. | ||||||