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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.

Institutional holdersQ1 2025: 178 institutions
Q1 2021: 73 institutionsQ2 2021: 95 institutionsQ3 2021: 99 institutionsQ4 2021: 110 institutionsQ1 2022: 113 institutionsQ2 2022: 119 institutionsQ3 2022: 95 institutionsQ4 2022: 89 institutionsQ1 2023: 71 institutionsQ2 2023: 63 institutionsQ3 2023: 59 institutionsQ4 2023: 65 institutionsQ1 2024: 87 institutionsQ2 2024: 99 institutionsQ3 2024: 103 institutionsQ4 2024: 129 institutionsQ1 2025: 178 institutionsQ2 2025: 204 institutionsQ3 2025: 182 institutionsQ4 2025: 171 institutionsQ1 2026: 149 institutionsQ2 2026: 160 institutions
Value heldQ1 2025: $1.05B
Q1 2021: $640.9MQ2 2021: $663.9MQ3 2021: $304.4MQ4 2021: $302.4MQ1 2022: $197.5MQ2 2022: $126.3MQ3 2022: $50.3MQ4 2022: $29.3MQ1 2023: $28.1MQ2 2023: $50.8MQ3 2023: $56.1MQ4 2023: $63.1MQ1 2024: $372.5MQ2 2024: $375.2MQ3 2024: $279.4MQ4 2024: $535.4MQ1 2025: $1.05BQ2 2025: $1.21BQ3 2025: $848.5MQ4 2025: $741.8MQ1 2026: $429.2MQ2 2026: $527.7M
Institutions holding ROOT and their total value by quarter
QuarterHoldersValue
Q2 2026160$527.7M
Q1 2026149$429.2M
Q4 2025171$741.8M
Q3 2025182$848.5M
Q2 2025204$1.21B
Q1 2025178$1.05B
Q4 2024129$535.4M
Q3 2024103$279.4M
Q2 202499$375.2M
Q1 202487$372.5M
Q4 202365$63.1M
Q3 202359$56.1M
Q2 202363$50.8M
Q1 202371$28.1M
Q4 202289$29.3M
Q3 202295$50.3M
Q2 2022119$126.3M
Q1 2022113$197.5M
Q4 2021110$302.4M
Q3 202199$304.4M
Q2 202195$663.9M
Q1 202173$640.9M

Institutions, Q1 2025

Shares, value and share of portfolio for each institution holding Root, Inc.; share changes are against Q4 2024.

Institutions holding ROOT in Q1 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Sherbrooke Park Advisers LLC3,153$420.7K0.20%+3,153New
Evercore Wealth Management, LLC3,093$412.7K0.01%+3,093New
Manufacturers Life Insurance Company, The3,069$409.5K0.00%−108−3.4%Reduced
MML Investors Services, LLC3,017$403.0K0.00%−10,658−77.9%Reduced
Activest Wealth Management3,000$400.3K0.11%00.0%Unchanged
State Board of Administration of Florida Retirement System2,970$396.3K0.00%00.0%Unchanged
Bayforest Capital Ltd2,707$361.2K0.16%+2,707New
New York State Common Retirement Fund2,700$360.3K0.00%−800−22.9%Reduced
Royal Bank of Canada2,552$341.0K0.00%−470−15.6%Reduced
Voya Investment Management LLC2,343$312.6K0.00%+2,343New
Arizona State Retirement System2,292$305.8K0.00%+2,292New
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.2,196$293.0K0.00%−2,745−55.6%Reduced
Caitong International Asset Management Co., Ltd2,069$276.1K0.21%+1,825+748.0%Added
CIBC World Markets Corp1,916$255.7K0.00%+1,916New
Police & Firemen's Retirement System of New Jersey1,894$252.7K0.00%00.0%Unchanged
ProShare Advisors LLC1,869$249.4K0.00%+1,869New
HighTower Advisors, LLC1,864$248.7K0.00%+1,864New
Bridgefront Capital, LLC1,747$233.1K0.07%+1,747New
Cetera Investment Advisers1,688$225.2K0.00%+1,688New
Gladstone Institutional Advisory LLC1,665$222.2K0.01%+1,665New
Kingswood Wealth Advisors, LLC1,652$220.4K0.02%+1,652New
Ameriprise Financial Inc1,575$210.2K0.00%+1,575New
Blueshift Asset Management, LLC1,529$204.0K0.08%+1,529New
FreeGulliver LLC1,500$200.2K0.10%−1,300−46.4%Reduced
Dynamic Technology Lab Private Ltd1,500$200.0K0.03%−2,435−61.9%Reduced
PEAK6 LLC1,465$195.5K0.01%+1,465New
KLP Kapitalforvaltning AS1,300$173.5K0.00%00.0%Unchanged
Advisor Group Holdings, Inc.1,208$161.2K0.00%+385+46.8%Added
Walleye Capital LLC928$123.8K0.00%+928New
SBI Securities Co., Ltd.899$120.0K0.00%−1,229−57.8%Reduced
Ameritas Investment Partners, Inc.846$112.9K0.00%00.0%Unchanged
Huntington National Bank501$66.7K0.00%00.0%Unchanged
Ancora Advisors, LLC500$66.7K0.00%00.0%Unchanged
Tower Research Capital LLC (TRC)379$50.6K0.00%−4,962−92.9%Reduced
KBC Group NV359$48.0K0.00%+359New
Capital Advisors, Ltd. LLC308$41.0K0.01%00.0%Unchanged
Amalgamated Bank300$40.0K0.00%+1+0.3%Added
Twin Tree Management, LP278$37.1K0.00%+278New
CWM, LLC157$21.0K0.00%−31−16.5%Reduced
Boston Private Wealth LLC155$20.7K0.00%+155New
MAI Capital Management138$18.4K0.00%00.0%Unchanged
Russell Investments Group, Ltd.120$16.0K0.00%−301−71.5%Reduced
Quest Partners LLC109$14.5K0.00%+109New
Trivant Custom Portfolio Group, LLC100$13.3K0.01%+100New
West Oak Capital, LLC100$13.3K0.01%+100New
GAMMA Investing LLC96$12.8K0.00%+34+54.8%Added
The PNC Financial Services Group, Inc.79$10.5K0.00%+20+33.9%Added
Federated Hermes, Inc.73$9.74K0.00%+73New
Abound Financial, LLC68$9.07K0.00%+68New
Optiver Holding B.V.65$8.67K0.00%+65New
Coldstream Capital Management Inc57$7.61K0.00%+57New
Vermillion & White Wealth Management Group, LLC45$6.00K0.00%+45New
Nisa Investment Advisors, LLC41$5.47K0.00%+35+583.3%Added
Wolff Wiese Magana LLC40$5.34K0.00%00.0%Unchanged
Frazier Financial Advisors, LLC38$5.07K0.00%+38New
Smartleaf Asset Management LLC25$3.42K0.00%+25New
Parallel Advisors, LLC24$3.26K0.00%+24New
Jones Financial Companies LLLP19$2.60K0.00%+19New
CoreCap Advisors, LLC17$2.27K0.00%+9+112.5%Added
Lindbrook Capital, LLC17$2.27K0.00%+17New
US Bancorp13$1.73K0.00%+10+333.3%Added
N.E.W. Advisory Services LLC11$1.47K0.00%+11New
Parkside Financial Bank & Trust10$1.33K0.00%+10New
a16z Perennial Management, L.P.10$1.33K0.00%00.0%Unchanged
Rothschild Investment LLC10$1.33K0.00%+10New
Sterling Capital Management LLC9$1.20K0.00%00.0%Unchanged
Creekmur Asset Management LLC8$1.07K0.00%+8New
Bessemer Group Inc5$1.00K0.00%+5New
Quadrant Capital Group LLC7$9350.00%+7New
Massmutual Trust Co FSB6$8010.00%00.0%Unchanged
Stephens Consulting, LLC5$6680.00%+5New
Vision Financial Markets LLC5$6670.00%+5New
National Bank of Canada4$5330.00%+4New
Allworth Financial LP3$4510.00%+3New
EverSource Wealth Advisors, LLC3$4000.00%−1−25.0%Reduced
GeoWealth Management, LLC2$2670.00%+2New
IFP Advisors, Inc0$1330.00%−104−100.0%Reduced
CIBC Private Wealth Group, LLC1$1080.00%+1New
GMT Capital Corp0$00.00%−149,316−100.0%Sold out
Lakewood Capital Management, LP0$00.00%−94,200−100.0%Sold out
Healthcare of Ontario Pension Plan Trust Fund0$00.00%−94,000−100.0%Sold out
Qube Research & Technologies Ltd0$00.00%−38,267−100.0%Sold out
WMS Partners, LLC0$00.00%−21,257−100.0%Sold out
IMC-Chicago, LLC0$00.00%−11,128−100.0%Sold out
Simplex Trading, LLC0$00.00%−10,654−100.0%Sold out
Two Sigma Investments, LP0$00.00%−8,535−100.0%Sold out
Counterpoint Mutual Funds LLC0$00.00%−5,485−100.0%Sold out
Corsair Capital Management, L.P.0$00.00%−5,000−100.0%Sold out
Teacher Retirement System of Texas0$00.00%−4,874−100.0%Sold out
Centiva Capital, LP0$00.00%−4,876−100.0%Sold out
Corton Capital Inc.0$00.00%−4,277−100.0%Sold out
Los Angeles Capital Management LLC0$00.00%−4,257−100.0%Sold out
State of Wyoming0$00.00%−4,162−100.0%Sold out
Y-Intercept (Hong Kong) Ltd0$00.00%−3,517−100.0%Sold out
Rollins Financial Advisors, LLC0$00.00%−3,171−100.0%Sold out
Wesbanco Bank Inc0$00.00%−3,000−100.0%Sold out
Belvedere Trading LLC0$00.00%−2,783−100.0%Sold out
STRS Ohio0$00.00%−2,300−100.0%Sold out
Aquatic Capital Management LLC0$00.00%−1,537−100.0%Sold out
Acadian Asset Management LLC0$00.00%−620−100.0%Sold out