Position in ROOT
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$496,735
-$88,558 QoQ
Shares Held
8,883
-33.0% QoQ
Ownership
0.057%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#70
of 158 holders
Holding Since
Mar 2022
16 quarters on record
Voting authority
Sole 0%
Shared 96%
None 4%
Common Shares in ROOT Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026Invesco Ltd. holds $5,862,628,824 across 37 Insurance - Property & Casualty names. ROOT ranks #35 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ALL |
Allstate Corp
|
3,598,458 | $856,217,088 | |
| 2 | PGR |
Progressive Corp/Oh/
|
3,881,425 | $847,897,284 | |
| 3 | TRV |
Travelers Companies, Inc.
|
2,386,277 | $787,757,753 | |
| 4 | CB |
Chubb Ltd
|
2,300,534 | $783,883,945 | |
| 5 | CINF |
Cincinnati Financial Corp
|
2,671,164 | $494,539,298 | |
| 6 | L |
Loews Corp
|
4,127,358 | $467,258,191 | |
| 7 | WRB |
Berkley W R Corp
|
5,028,284 | $354,644,866 | |
| 8 | AIZ |
Assurant, Inc.
|
1,226,729 | $329,413,532 |
All Filings in ROOT
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $496,735 | 8,883 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $585,293 | 13,251 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $15,210,480 | 210,584 | Shares | Defined | 2026-02-19 | |
| 2025-09-30 | $19,314,913 | 215,785 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $28,260,252 | 220,835 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $34,266,322 | 256,792 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $328,468 | 4,525 | Shares | Defined | 2025-02-13 | |
| 2024-06-30 | $225,483 | 4,369 | Shares | Defined | 2024-08-13 | |
| 2023-12-31 | $650,608 | 62,081 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $583,923 | 61,401 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $544,633 | 60,921 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $291,526 | 64,640 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $85,300 | 18,998 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $151,908 | 19,278 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $431,717 | 362,789 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $477,215 | 242,242 | Shares | Defined | 2022-05-16 | |
| No filing history on record for this holder in this stock. | ||||||