Root, Inc.
ROOT- Exchange
- Nasdaq
- Industry
- Fire, Marine & Casualty Insurance
- SEC CIK
- 0001788882
No open-market purchases or sales by Root, Inc. insiders were filed in the last 90 days; 160 institutions reported holding it in 13F filings for Q2 2026, worth $527.7M in total; no superinvestor holds it.
13F holders, Q4 2024
Institutional positions in Root, Inc. as of Dec 31, 2024. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 129
- +27 vs. Q3 2024
- Shares held
- 7.37M
- +7.27K (+0.1%) vs. Q3 2024
- Total value
- $535.4M
- +$257.0M (+92.3%) vs. Q3 2024
- New holders
- 48
- 40 more added
- Sold out
- 21
- 24 more reduced
1 institution that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2024: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting ROOT on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 160 | $527.7M |
| Q1 2026 | 149 | $429.2M |
| Q4 2025 | 171 | $741.8M |
| Q3 2025 | 182 | $848.5M |
| Q2 2025 | 204 | $1.21B |
| Q1 2025 | 178 | $1.05B |
| Q4 2024 | 129 | $535.4M |
| Q3 2024 | 103 | $279.4M |
| Q2 2024 | 99 | $375.2M |
| Q1 2024 | 87 | $372.5M |
| Q4 2023 | 65 | $63.1M |
| Q3 2023 | 59 | $56.1M |
| Q2 2023 | 63 | $50.8M |
| Q1 2023 | 71 | $28.1M |
| Q4 2022 | 89 | $29.3M |
| Q3 2022 | 95 | $50.3M |
| Q2 2022 | 119 | $126.3M |
| Q1 2022 | 113 | $197.5M |
| Q4 2021 | 110 | $302.4M |
| Q3 2021 | 99 | $304.4M |
| Q2 2021 | 95 | $663.9M |
| Q1 2021 | 73 | $640.9M |
Institutions, Q4 2024
Shares, value and share of portfolio for each institution holding Root, Inc.; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Global Retirement Partners, LLC | 1 | $73 | 0.00% | +1 | New |
| US Bancorp | 3 | $218 | 0.00% | +3 | New |
| EverSource Wealth Advisors, LLC | 4 | $290 | 0.00% | +4 | New |
| Nisa Investment Advisors, LLC | 6 | $436 | 0.00% | +6 | New |
| Massmutual Trust Co FSB | 6 | $436 | 0.00% | +6 | New |
| CoreCap Advisors, LLC | 8 | $581 | 0.00% | +8 | New |
| Sterling Capital Management LLC | 9 | $653 | 0.00% | 00.0% | Unchanged |
| a16z Perennial Management, L.P. | 10 | $726 | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 40 | $2.90K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 59 | $4.28K | 0.00% | +23+63.9% | Added |
| GAMMA Investing LLC | 62 | $4.50K | 0.00% | +19+44.2% | Added |
| IFP Advisors, Inc | 104 | $7.70K | 0.00% | +104 | New |
| MAI Capital Management | 138 | $10.0K | 0.00% | +138 | New |
| CWM, LLC | 188 | $14.0K | 0.00% | +104+123.8% | Added |
| Caitong International Asset Management Co., Ltd | 244 | $17.7K | 0.02% | +244 | New |
| Capital Advisors, Ltd. LLC | 308 | $22.0K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 299 | $22.0K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 421 | $30.6K | 0.00% | +365+651.8% | Added |
| Ancora Advisors, LLC | 500 | $36.3K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 501 | $36.3K | 0.00% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 620 | $45.0K | 0.00% | +620 | New |
| Advisor Group Holdings, Inc. | 823 | $59.7K | 0.00% | −199−19.5% | Reduced |
| Ameritas Investment Partners, Inc. | 846 | $61.4K | 0.00% | 00.0% | Unchanged |
| KLP Kapitalforvaltning AS | 1,300 | $94.4K | 0.00% | +1,300 | New |
| Aquatic Capital Management LLC | 1,537 | $111.6K | 0.00% | +737+92.1% | Added |
| Police & Firemen's Retirement System of New Jersey | 1,894 | $137.5K | 0.00% | +1,894 | New |
| SBI Securities Co., Ltd. | 2,128 | $154.5K | 0.00% | +2,128 | New |
| STRS Ohio | 2,300 | $167.0K | 0.00% | +2,300 | New |
| Belvedere Trading LLC | 2,783 | $202.0K | 0.02% | +2,783 | New |
| FreeGulliver LLC | 2,800 | $203.3K | 0.11% | +2,800 | New |
| State Board of Administration of Florida Retirement System | 2,970 | $215.6K | 0.00% | +2,970 | New |
| Mariner, LLC | 2,988 | $216.9K | 0.00% | +2,988 | New |
| Activest Wealth Management | 3,000 | $217.8K | 0.06% | 00.0% | Unchanged |
| Wesbanco Bank Inc | 3,000 | $217.8K | 0.01% | +3,000 | New |
| Royal Bank of Canada | 3,022 | $220.0K | 0.00% | −1,059−25.9% | Reduced |
| Intech Investment Management LLC | 3,121 | $226.6K | 0.00% | +3,121 | New |
| Rollins Financial Advisors, LLC | 3,171 | $230.2K | 0.04% | −14,711−82.3% | Reduced |
| Manufacturers Life Insurance Company, The | 3,177 | $230.6K | 0.00% | +3,177 | New |
| Janus Henderson Group PLC | 3,423 | $248.5K | 0.00% | +3,423 | New |
| New York State Common Retirement Fund | 3,500 | $254.1K | 0.00% | 00.0% | Unchanged |
| Y-Intercept (Hong Kong) Ltd | 3,517 | $255.3K | 0.02% | +3,517 | New |
| TD Asset Management Inc | 3,600 | $261.3K | 0.00% | +3,600 | New |
| Gilder Gagnon Howe & Co LLC | 3,752 | $272.4K | 0.00% | +3,752 | New |
| Susquehanna International Group, LLP | 3,897 | $282.9K | 0.00% | −39,967−91.1% | Reduced |
| Dynamic Technology Lab Private Ltd | 3,935 | $286.0K | 0.05% | −10,333−72.4% | Reduced |
| Wells Fargo & Company | 4,090 | $296.9K | 0.00% | +1,101+36.8% | Added |
| State of Wyoming | 4,162 | $302.1K | 0.04% | +740+21.6% | Added |
| Los Angeles Capital Management LLC | 4,257 | $309.0K | 0.00% | +4,257 | New |
| Corton Capital Inc. | 4,277 | $310.5K | 0.18% | −14,196−76.8% | Reduced |
| Corebridge Financial, Inc. | 4,293 | $311.6K | 0.00% | −324−7.0% | Reduced |
| Invesco Ltd. | 4,525 | $328.5K | 0.00% | +4,525 | New |
| Gabelli Funds LLC | 4,600 | $333.9K | 0.00% | +4,600 | New |
| AQR Capital Management LLC | 4,603 | $334.1K | 0.00% | −21,532−82.4% | Reduced |
| Sequoia Financial Advisors, LLC | 4,800 | $348.4K | 0.00% | +4,800 | New |
| Centiva Capital, LP | 4,876 | $353.9K | 0.01% | +4,876 | New |
| Teacher Retirement System of Texas | 4,874 | $354.0K | 0.00% | +4,874 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 4,912 | $356.6K | 0.00% | +171+3.6% | Added |
| Corsair Capital Management, L.P. | 5,000 | $362.9K | 0.08% | +5,000 | New |
| JustInvest LLC | 5,023 | $364.6K | 0.01% | +5,023 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 4,941 | $372.2K | 0.00% | +4,941 | New |
| Tower Research Capital LLC (TRC) | 5,341 | $387.7K | 0.01% | +5,068+1,856.4% | Added |
| MetLife Investment Management | 5,382 | $390.7K | 0.00% | +255+5.0% | Added |
| Counterpoint Mutual Funds LLC | 5,485 | $398.2K | 0.05% | +5,485 | New |
| Price T Rowe Associates Inc | 5,740 | $417.0K | 0.00% | +5,740 | New |
| Fuller & Thaler Asset Management, Inc. | 6,080 | $441.3K | 0.00% | +6,080 | New |
| Schonfeld Strategic Advisors LLC | 7,200 | $522.6K | 0.00% | +7,200 | New |
| Citigroup Inc | 7,335 | $532.4K | 0.00% | +1,088+17.4% | Added |
| California State Teachers Retirement System | 7,477 | $542.8K | 0.00% | +801+12.0% | Added |
| Deutsche Bank AG | 7,818 | $567.5K | 0.00% | +2,513+47.4% | Added |
| Legal & General Group Plc | 7,955 | $577.5K | 0.00% | +1,096+16.0% | Added |
| Verition Fund Management LLC | 8,129 | $590.1K | 0.00% | −1,659−16.9% | Reduced |
| UBS Asset Management Americas Inc | 8,421 | $611.3K | 0.00% | +3,459+69.7% | Added |
| Two Sigma Investments, LP | 8,535 | $619.6K | 0.00% | −5,512−39.2% | Reduced |
| Ieq Capital, LLC | 9,261 | $672.3K | 0.01% | 00.0% | Unchanged |
| Trinity Financial Advisors LLC | 9,730 | $714.5K | 0.27% | −205−2.1% | Reduced |
| Alliancebernstein L.P. | 10,100 | $733.2K | 0.00% | +850+9.2% | Added |
| Two Sigma Advisers, LP | 10,366 | $752.5K | 0.00% | −1,311−11.2% | Reduced |
| Simplex Trading, LLC | 10,654 | $773.0K | 0.02% | +10,654 | New |
| IMC-Chicago, LLC | 11,128 | $807.8K | 0.02% | −3,504−23.9% | Reduced |
| Jump Financial, LLC | 12,220 | $887.0K | 0.02% | −22,729−65.0% | Reduced |
| MML Investors Services, LLC | 13,675 | $993.0K | 0.00% | +6,058+79.5% | Added |
| RBF Capital, LLC | 14,600 | $1.06M | 0.06% | 00.0% | Unchanged |
| Rhumbline Advisers | 14,628 | $1.06M | 0.00% | +3,169+27.7% | Added |
| Engineers Gate Manager LP | 14,824 | $1.08M | 0.02% | +6,789+84.5% | Added |
| Squarepoint Ops LLC | 15,193 | $1.10M | 0.00% | +2,730+21.9% | Added |
| Barclays PLC | 15,358 | $1.11M | 0.00% | +1,325+9.4% | Added |
| Swiss National Bank | 15,600 | $1.13M | 0.00% | +2,100+15.6% | Added |
| Parallax Volatility Advisers, L.P. | 17,833 | $1.29M | 0.03% | +2,239+14.4% | Added |
| Millennium Management LLC | 20,048 | $1.46M | 0.00% | −5,862−22.6% | Reduced |
| Nordea Investment Management AB | 20,697 | $1.50M | 0.00% | +1,416+7.3% | Added |
| WMS Partners, LLC | 21,257 | $1.54M | 0.09% | +21,257 | New |
| HRT Financial LP | 22,330 | $1.62M | 0.01% | +22,330 | New |
| Nuveen Asset Management, LLC | 24,035 | $1.74M | 0.00% | −20,539−46.1% | Reduced |
| Wolverine Trading, LLC | 23,962 | $1.76M | 0.04% | +23,962 | New |
| Bank of New York Mellon Corp | 24,438 | $1.77M | 0.00% | +6,465+36.0% | Added |
| Charles Schwab Investment Management Inc | 25,577 | $1.86M | 0.00% | −200−0.8% | Reduced |
| Raymond James Financial Inc | 26,894 | $1.95M | 0.00% | +26,894 | New |
| Algert Global LLC | 27,920 | $2.03M | 0.05% | +20,837+294.2% | Added |
| Landscape Capital Management, L.L.C. | 28,150 | $2.04M | 0.22% | +28,150 | New |
| FMR LLC | 36,169 | $2.63M | 0.00% | +18,129+100.5% | Added |