Position in ROOT
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$4,462,695
+$2,788,476 QoQ
Shares Held
79,805
+110.5% QoQ
Ownership
0.515%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#27
of 158 holders
Holding Since
Dec 2020
14 quarters on record
Voting authority
Sole 50%
Shared 50%
None 0%
Common Shares in ROOT Over Time
Shares Held
Position Value (USD)
Derivatives in ROOT
reported options exposure · as of Jun 30, 2026CallValue
$212,496
CallShares
3,800
PutValue
$0
PutShares
0
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, 2026TUDOR INVESTMENT CORP ET AL holds $128,595,785 across 16 Insurance - Property & Casualty names. ROOT ranks #9 (3.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WRB |
Berkley W R Corp
|
571,238 | $40,289,416 | |
| 2 | CB |
Chubb Ltd
|
67,027 | $22,838,779 | |
| 3 | LMND |
Lemonade, Inc.
|
163,831 | $10,657,206 | |
| 4 | ALL |
Allstate Corp
|
40,467 | $9,628,717 | |
| 5 | TRUP |
Trupanion, Inc.
|
356,697 | $8,835,384 | |
| 6 | MKL |
Markel Group Inc.
|
3,971 | $7,755,402 | |
| 7 | KMPR |
KEMPER Corp
|
187,548 | $5,056,294 | |
| 8 | AFG |
American Financial Group Inc
|
34,624 | $4,845,282 |
All Filings in ROOT
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $212,496 | 3,800 | Call | Defined | 2026-08-14 | |
| 2026-06-30 | $4,462,695 | 79,805 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $1,674,219 | 37,904 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $924,544 | 12,800 | Put | Defined | 2026-02-17 | |
| 2025-12-31 | $390,042 | 5,400 | Call | Defined | 2026-02-17 | |
| 2025-09-30 | $304,334 | 3,400 | Put | Defined | 2025-12-09 | |
| 2025-09-30 | $340,138 | 3,800 | Call | Defined | 2025-12-09 | |
| 2025-06-30 | $1,420,467 | 11,100 | Put | Defined | 2025-08-14 | |
| 2025-06-30 | $4,295,441 | 33,566 | Shares | Defined | 2025-08-14 | |
| 2025-06-30 | $1,420,467 | 11,100 | Call | Defined | 2025-08-14 | |
| 2025-03-31 | $1,521,216 | 11,400 | Put | Defined | 2025-05-15 | |
| 2025-03-31 | $9,921,797 | 74,354 | Shares | Defined | 2025-05-15 | |
| 2025-03-31 | $2,041,632 | 15,300 | Call | Defined | 2025-05-15 | |
| 2024-12-31 | $667,828 | 9,200 | Call | Defined | 2025-02-14 | |
| 2024-12-31 | $246,806 | 3,400 | Put | Defined | 2025-02-14 | |
| 2022-06-30 | $142,952 | 120,128 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $298,468 | 151,507 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $541,914 | 174,811 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $790,500 | 150,000 | Shares | Defined | 2021-11-17 | |
| 2021-06-30 | $2,146,060 | 198,342 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $954,750 | 75,000 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $2,864,168 | 182,315 | Shares | Defined | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||