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, Q1 2025
Institutional positions in Root, Inc. as of Mar 31, 2025. 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
- 178
- +51 vs. Q4 2024
- Shares held
- 7.90M
- +548.4K (+7.5%) vs. Q4 2024
- Total value
- $1.05B
- +$520.4M (+97.5%) vs. Q4 2024
- New holders
- 73
- 33 more added
- Sold out
- 22
- 49 more reduced
2 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Root, Inc.; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| CIBC Private Wealth Group, LLC | 1 | $108 | 0.00% | +1 | New |
| IFP Advisors, Inc | 0 | $133 | 0.00% | −104−100.0% | Reduced |
| GeoWealth Management, LLC | 2 | $267 | 0.00% | +2 | New |
| EverSource Wealth Advisors, LLC | 3 | $400 | 0.00% | −1−25.0% | Reduced |
| Allworth Financial LP | 3 | $451 | 0.00% | +3 | New |
| National Bank of Canada | 4 | $533 | 0.00% | +4 | New |
| Vision Financial Markets LLC | 5 | $667 | 0.00% | +5 | New |
| Stephens Consulting, LLC | 5 | $668 | 0.00% | +5 | New |
| Massmutual Trust Co FSB | 6 | $801 | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 7 | $935 | 0.00% | +7 | New |
| Bessemer Group Inc | 5 | $1.00K | 0.00% | +5 | New |
| Creekmur Asset Management LLC | 8 | $1.07K | 0.00% | +8 | New |
| Sterling Capital Management LLC | 9 | $1.20K | 0.00% | 00.0% | Unchanged |
| a16z Perennial Management, L.P. | 10 | $1.33K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 10 | $1.33K | 0.00% | +10 | New |
| Parkside Financial Bank & Trust | 10 | $1.33K | 0.00% | +10 | New |
| N.E.W. Advisory Services LLC | 11 | $1.47K | 0.00% | +11 | New |
| US Bancorp | 13 | $1.73K | 0.00% | +10+333.3% | Added |
| CoreCap Advisors, LLC | 17 | $2.27K | 0.00% | +9+112.5% | Added |
| Lindbrook Capital, LLC | 17 | $2.27K | 0.00% | +17 | New |
| Jones Financial Companies LLLP | 19 | $2.60K | 0.00% | +19 | New |
| Parallel Advisors, LLC | 24 | $3.26K | 0.00% | +24 | New |
| Smartleaf Asset Management LLC | 25 | $3.42K | 0.00% | +25 | New |
| Frazier Financial Advisors, LLC | 38 | $5.07K | 0.00% | +38 | New |
| Wolff Wiese Magana LLC | 40 | $5.34K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 41 | $5.47K | 0.00% | +35+583.3% | Added |
| Vermillion & White Wealth Management Group, LLC | 45 | $6.00K | 0.00% | +45 | New |
| Coldstream Capital Management Inc | 57 | $7.61K | 0.00% | +57 | New |
| Optiver Holding B.V. | 65 | $8.67K | 0.00% | +65 | New |
| Abound Financial, LLC | 68 | $9.07K | 0.00% | +68 | New |
| Federated Hermes, Inc. | 73 | $9.74K | 0.00% | +73 | New |
| The PNC Financial Services Group, Inc. | 79 | $10.5K | 0.00% | +20+33.9% | Added |
| GAMMA Investing LLC | 96 | $12.8K | 0.00% | +34+54.8% | Added |
| West Oak Capital, LLC | 100 | $13.3K | 0.01% | +100 | New |
| Trivant Custom Portfolio Group, LLC | 100 | $13.3K | 0.01% | +100 | New |
| Quest Partners LLC | 109 | $14.5K | 0.00% | +109 | New |
| Russell Investments Group, Ltd. | 120 | $16.0K | 0.00% | −301−71.5% | Reduced |
| MAI Capital Management | 138 | $18.4K | 0.00% | 00.0% | Unchanged |
| Boston Private Wealth LLC | 155 | $20.7K | 0.00% | +155 | New |
| CWM, LLC | 157 | $21.0K | 0.00% | −31−16.5% | Reduced |
| Twin Tree Management, LP | 278 | $37.1K | 0.00% | +278 | New |
| Amalgamated Bank | 300 | $40.0K | 0.00% | +1+0.3% | Added |
| Capital Advisors, Ltd. LLC | 308 | $41.0K | 0.01% | 00.0% | Unchanged |
| KBC Group NV | 359 | $48.0K | 0.00% | +359 | New |
| Tower Research Capital LLC (TRC) | 379 | $50.6K | 0.00% | −4,962−92.9% | Reduced |
| Ancora Advisors, LLC | 500 | $66.7K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 501 | $66.7K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 846 | $112.9K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 899 | $120.0K | 0.00% | −1,229−57.8% | Reduced |
| Walleye Capital LLC | 928 | $123.8K | 0.00% | +928 | New |
| Advisor Group Holdings, Inc. | 1,208 | $161.2K | 0.00% | +385+46.8% | Added |
| KLP Kapitalforvaltning AS | 1,300 | $173.5K | 0.00% | 00.0% | Unchanged |
| PEAK6 LLC | 1,465 | $195.5K | 0.01% | +1,465 | New |
| Dynamic Technology Lab Private Ltd | 1,500 | $200.0K | 0.03% | −2,435−61.9% | Reduced |
| FreeGulliver LLC | 1,500 | $200.2K | 0.10% | −1,300−46.4% | Reduced |
| Blueshift Asset Management, LLC | 1,529 | $204.0K | 0.08% | +1,529 | New |
| Ameriprise Financial Inc | 1,575 | $210.2K | 0.00% | +1,575 | New |
| Kingswood Wealth Advisors, LLC | 1,652 | $220.4K | 0.02% | +1,652 | New |
| Gladstone Institutional Advisory LLC | 1,665 | $222.2K | 0.01% | +1,665 | New |
| Cetera Investment Advisers | 1,688 | $225.2K | 0.00% | +1,688 | New |
| Bridgefront Capital, LLC | 1,747 | $233.1K | 0.07% | +1,747 | New |
| HighTower Advisors, LLC | 1,864 | $248.7K | 0.00% | +1,864 | New |
| ProShare Advisors LLC | 1,869 | $249.4K | 0.00% | +1,869 | New |
| Police & Firemen's Retirement System of New Jersey | 1,894 | $252.7K | 0.00% | 00.0% | Unchanged |
| CIBC World Markets Corp | 1,916 | $255.7K | 0.00% | +1,916 | New |
| Caitong International Asset Management Co., Ltd | 2,069 | $276.1K | 0.21% | +1,825+748.0% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 2,196 | $293.0K | 0.00% | −2,745−55.6% | Reduced |
| Arizona State Retirement System | 2,292 | $305.8K | 0.00% | +2,292 | New |
| Voya Investment Management LLC | 2,343 | $312.6K | 0.00% | +2,343 | New |
| Royal Bank of Canada | 2,552 | $341.0K | 0.00% | −470−15.6% | Reduced |
| New York State Common Retirement Fund | 2,700 | $360.3K | 0.00% | −800−22.9% | Reduced |
| Bayforest Capital Ltd | 2,707 | $361.2K | 0.16% | +2,707 | New |
| State Board of Administration of Florida Retirement System | 2,970 | $396.3K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 3,000 | $400.3K | 0.11% | 00.0% | Unchanged |
| MML Investors Services, LLC | 3,017 | $403.0K | 0.00% | −10,658−77.9% | Reduced |
| Manufacturers Life Insurance Company, The | 3,069 | $409.5K | 0.00% | −108−3.4% | Reduced |
| Evercore Wealth Management, LLC | 3,093 | $412.7K | 0.01% | +3,093 | New |
| Sherbrooke Park Advisers LLC | 3,153 | $420.7K | 0.20% | +3,153 | New |
| Fuller & Thaler Asset Management, Inc. | 3,315 | $442.4K | 0.00% | −2,765−45.5% | Reduced |
| Sequoia Financial Advisors, LLC | 3,350 | $447.0K | 0.00% | −1,450−30.2% | Reduced |
| Janus Henderson Group PLC | 3,423 | $469.7K | 0.00% | 00.0% | Unchanged |
| Gotham Asset Management, LLC | 3,620 | $483.1K | 0.00% | +3,620 | New |
| Mariner, LLC | 3,828 | $510.8K | 0.00% | +840+28.1% | Added |
| Intech Investment Management LLC | 3,939 | $525.6K | 0.01% | +818+26.2% | Added |
| FORA Capital, LLC | 4,180 | $557.8K | 0.06% | +4,180 | New |
| Corebridge Financial, Inc. | 4,230 | $564.5K | 0.00% | −63−1.5% | Reduced |
| Wolverine Trading, LLC | 4,379 | $599.6K | 0.02% | −19,583−81.7% | Reduced |
| Norges Bank | 4,577 | $610.8K | 0.00% | +4,577 | New |
| Gabelli Funds LLC | 4,600 | $613.8K | 0.00% | 00.0% | Unchanged |
| JustInvest LLC | 4,749 | $633.7K | 0.01% | −274−5.5% | Reduced |
| Bryce Point Capital, LLC | 3,886 | $669.1K | 0.50% | +3,886 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 5,141 | $686.0K | 0.00% | +229+4.7% | Added |
| MetLife Investment Management | 5,276 | $704.0K | 0.00% | −106−2.0% | Reduced |
| Squarepoint Ops LLC | 5,503 | $734.3K | 0.00% | −9,690−63.8% | Reduced |
| JPMorgan Chase & Co | 5,908 | $788.4K | 0.00% | −72,414−92.5% | Reduced |
| BNP Paribas Arbitrage, SA | 5,916 | $789.4K | 0.00% | −46,901−88.8% | Reduced |
| Gilder Gagnon Howe & Co LLC | 6,044 | $806.5K | 0.01% | +2,292+61.1% | Added |
| SEI Investments Co | 6,096 | $813.4K | 0.00% | +6,096 | New |
| Algert Global LLC | 6,330 | $844.7K | 0.02% | −21,590−77.3% | Reduced |
| Schonfeld Strategic Advisors LLC | 6,621 | $883.5K | 0.01% | −579−8.0% | Reduced |