MORGAN STANLEY

Position in ROOT — Root, Inc.

CIK 895421 NEW YORK, NY

Position in ROOT

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$8,288,739

+$2,057,372 QoQ

Shares Held

148,225

+5.1% QoQ

Ownership

0.957%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#14

of 158 holders

Holding Since

Dec 2020

23 quarters on record

Voting authority Sole 97% Shared 0% None 3%

Financial Services · as of Jun 30, 2026

MORGAN STANLEY holds $9,331,264,581 across 44 Insurance - Property & Casualty names. ROOT ranks #33 (0.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PGR	Progressive Corp/Oh/	9,313,526	$2,034,539,747
2	CB	Chubb Ltd	5,286,296	$1,801,252,490
3	TRV	Travelers Companies, Inc.	3,826,776	$1,263,295,283
4	ALL	Allstate Corp	3,666,312	$872,362,272
5	MKL	Markel Group Inc.	350,660	$684,842,481
6	WRB	Berkley W R Corp	8,252,790	$582,069,271
7	CINF	Cincinnati Financial Corp	1,912,381	$354,058,209
8	L	Loews Corp	2,418,752	$273,826,907

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$8,288,739	148,225	+5.1%	Shares	Defined	2026-08-13
2026-03-31	$6,231,367	141,077	-11.3%	Shares	Defined	2026-05-15
2025-12-31	$11,486,661	159,029	-29.5%	Shares	Defined	2026-05-27
2025-09-30	$20,185,574	225,512	+9.7%	Shares	Defined	2026-05-27
2025-06-30	$26,317,281	205,652	+112.1%	Shares	Defined	2025-08-15
2025-03-31	$12,937,404	96,953	-47.7%	Shares	Defined	2025-05-15
2024-12-31	$13,463,554	185,474	-10.3%	Shares	Defined	2025-05-15
2024-09-30	$7,813,353	206,812	-40.4%	Shares	Defined	2025-05-14
2024-06-30	$17,919,607	347,212	+536.8%	Shares	Defined	2025-05-14
2024-03-31	$3,330,384	54,525	+1.0%	Shares	Defined	2024-10-17
2023-12-31	$565,949	54,003	+9.0%	Shares	Defined	2024-08-16
2023-09-30	$471,218	49,550	-17.9%	Shares	Defined	2023-11-15
2023-06-30	$539,776	60,378	+15.0%	Shares	Defined	2023-08-14
2023-03-31	$236,752	52,496	-2.0%	Shares	Defined	2023-05-15
2022-12-31	$240,545	53,574	+10.7%	Shares	Defined	2023-02-14
2022-09-30	$381,435	48,406	-83.6%	Shares	Defined	2022-11-14
2022-06-30	$350,477	294,522	-61.1%	Shares	Defined	2022-10-27
2022-03-31	$1,490,810	756,758	-49.1%	Shares	Defined	2022-10-27
2021-12-31	$4,606,273	1,485,895	+67.3%	Shares	Defined	2022-02-14
2021-09-30	$4,680,512	888,143	+38.4%	Shares	Defined	2021-11-15
2021-06-30	$6,944,209	641,794	+11.4%	Shares	Defined	2021-08-23
2021-03-31	$7,332,695	576,017	+497.7%	Shares	Defined	2021-05-17
2020-12-31	$1,513,909	96,366	—	Shares	Defined	2021-02-16
No filing history on record for this holder in this stock.