Root Ownership | Who Owns Root?
Root Ownership Summary
Root is owned by 0.06% institutional investors, 5.69% insiders, and 94.25% retail investors. Trinity financial advisors is the largest institutional shareholder, holding 0.06% of ROOT shares. American Funds SMALLCAP World A is the top mutual fund, with 2.27% of its assets in Root shares.
ROOT Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Root | 0.06% | 5.69% | 94.25% |
| Sector | Financial Services Stocks | 40.29% | 14.61% | 45.11% |
| Industry | Property & Casualty Insurance Stocks | 52.55% | 13.48% | 33.97% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Trinity financial advisors | 9.73K | 0.06% | $714.47K |
| Huntington national bank | 1.00 | - | $1.00 |
| Wesbanco bank | - | - | - |
| Imc-chicago | - | - | - |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Trinity financial advisors | 9.73K | 0.27% | $714.47K |
| Huntington national bank | 1.00 | - | $1.00 |
| Wesbanco bank | - | - | - |
| Imc-chicago | - | - | - |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Huntington national bank | 1.00 | - | - |
| Trinity financial advisors | 9.73K | 0.27% | -205.00 |
| Wesbanco bank | - | - | -3.00K |
| Imc-chicago | - | - | -11.13K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Imc-chicago | - | - | -11.13K |
| Wesbanco bank | - | - | -3.00K |
| Trinity financial advisors | 9.73K | 0.27% | -205.00 |
| Huntington national bank | 1.00 | - | - |
Sold Out
| Holder | Change |
|---|---|
| Wesbanco bank | -3.00K |
| Imc-chicago | -11.13K |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Dec 31, 2024 | 2 | - | 9,731 | -2.06% | - | 1479.46% | - | - | 1 | - |
| Sep 30, 2024 | 2 | - | 9,936 | - | - | 1429.22% | - | - | - | -100.00% |
| Jun 30, 2024 | 2 | - | 9,936 | -1.71% | - | 1380.91% | - | - | 1 | - |
| Mar 31, 2024 | 2 | - | 10,109 | - | - | 1444.62% | - | - | - | - |
| Dec 31, 2023 | 2 | - | 10,109 | - | - | 1414.67% | - | -100.00% | - | - |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| American Funds SMALLCAP World A | 344.38K | 2.27% | 344.38K |
| Vanguard Total Stock Mkt Idx Inv | 295.92K | 1.95% | 29.00 |
| iShares Russell 2000 ETF | 230.37K | 1.52% | -1.98K |
| Vanguard US Total Market Shares ETF | 230.29K | 1.52% | - |
| T. Rowe Price Small-Cap Value | 178.75K | 1.18% | -38.00 |
| American Century Small Cap Growth Inv | 172.80K | 1.14% | 172.80K |
| American Century U.S. Small Cap Growth | 172.80K | 1.14% | 172.80K |
| T. Rowe Price Small-Cap Stock | 161.37K | 1.06% | -35.00 |
| T. Rowe Price US Small-Cap Core Equity | 161.37K | 1.06% | 161.37K |
| Hood River Small-Cap Growth Instl | 157.50K | 1.04% | 101.03K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Apr 02, 2025 | Timm Alexander E. | Chief Executive Officer | Sell | $917.51K |
| Apr 01, 2025 | Timm Alexander E. | Chief Executive Officer | Sell | $153.31K |
| Apr 02, 2025 | Bonakdarpour Mahtiyar | President and CTO | Sell | $688.16K |
| Mar 24, 2025 | Ulman Doug | - | Sell | $350.00K |
| Mar 13, 2025 | Ulman Doug | - | Sell | $554.12K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q2 | - | 3 |
| 2025 Q1 | - | 2 |
| 2024 Q4 | - | 33 |
| 2024 Q3 | - | - |
| 2024 Q2 | - | 5 |
ROOT Ownership FAQ
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