Root Ownership | Who Owns Root?

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Root Ownership Summary

Root is owned by 61.19% institutional investors, 5.13% insiders, and 33.68% retail investors. T. rowe price investment management is the largest institutional shareholder, holding 5.25% of ROOT shares. American Funds SMALLCAP World A is the top mutual fund, with 3.00% of its assets in Root shares.

ROOT Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Root	61.19%	5.13%	33.68%
Sector	Financial Services Stocks	51.64%	15.54%	32.82%
Industry	Property & Casualty Insurance Stocks	67.79%	14.88%	17.33%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
T. rowe price investment management	809.23K	5.25%	$103.56M
Blackrock funding, inc. /de	744.27K	4.83%	$95.24M
Capital research global investors	496.60K	3.22%	$63.55M
American century companies	357.18K	2.32%	$45.71M
Ensign peak advisors	264.35K	1.72%	$33.83M
Galileo (ptc)	252.67K	1.64%	$32.33M
Dragoneer investment group	154.32K	1.00%	$19.75M
Jump financial	134.25K	0.87%	$17.18M
Driehaus capital management	130.93K	0.85%	$16.76M
Monolith management	110.41K	0.72%	$14.13M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Monolith management	110.41K	5.00%	$14.13M
Galileo (ptc)	252.67K	1.74%	$32.33M
G2 investment partners management	59.90K	1.68%	$7.67M
Jackson creek investment advisors	12.30K	0.42%	$1.57M
Dragoneer investment group	154.32K	0.40%	$19.75M
Legacy capital group california	10.22K	0.36%	$1.31M
Fox run management	14.77K	0.31%	$1.89M
Knollwood investment advisory	25.11K	0.31%	$3.21M
Discovery capital management, llc / ct	30.20K	0.30%	$3.86M
Trinity financial advisors	9.73K	0.27%	$714.47K

Top Buyers

Holder	Shares	% Assets	Change
Ensign peak advisors	264.35K	0.06%	264.35K
T. rowe price investment management	809.23K	0.07%	129.53K
Capital research global investors	496.60K	0.01%	127.68K
American century companies	357.18K	0.02%	126.47K
Blackrock funding, inc. /de	744.27K	0.00%	99.87K

Top Sellers

Holder	Shares	% Assets	Change
Gmt capital	-	-	-149.32K
Jane street group	-	-	-107.20K
Lakewood capital management, lp	-	-	-94.20K
Healthcare of ontario pension plan trust fund	-	-	-94.00K
Tudor investment corp et al	33.57K	0.01%	-40.79K

New Positions

Holder	Shares	% Assets	Change	Value
Ensign peak advisors	264.35K	0.06%	264.35K	$33.83M
G2 investment partners management	59.90K	1.68%	59.90K	$7.67M
Hennessy advisors	56.00K	0.24%	56.00K	$7.17M
Jackson creek investment advisors	12.30K	0.42%	12.30K	$1.57M
Alberta investment management	11.70K	0.02%	11.70K	$1.50M

Sold Out

Holder	Change
National bank of canada /fi/	-4.00
Stephens consulting	-5.00
Quadrant capital group	-7.00
Corecap advisors	-17.00
Parallel advisors	-24.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Jun 30, 2025	220	15.79%	9,423,451	21.43%	61	2.35%	149	43.27%	35	-25.53%
Mar 31, 2025	194	31.97%	7,894,867	7.09%	51	2.16%	107	18.89%	48	100.00%
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	-

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
American Funds SMALLCAP World A	461.04K	3.00%	116.65K
Vanguard Total Stock Mkt Idx Inv	289.50K	1.87%	-6.42K
American Century U.S. Small Cap Growth	264.85K	1.72%	92.06K
American Century Small Cap Growth Inv	264.85K	1.72%	92.06K
iShares Russell 2000 ETF	251.39K	1.63%	-4.83K
Vanguard US Total Market Shares ETF	230.29K	1.52%	-
T. Rowe Price Small-Cap Stock	215.72K	1.40%	29.47K
T. Rowe Price US Small-Cap Core Equity	215.72K	1.40%	54.36K
Franklin Innovation Composite	211.20K	1.37%	86.20K
Franklin DynaTech A	200.00K	1.29%	-

Recent Insider Transactions

Date	Name	Role	Activity	Value
Sep 02, 2025	Timm Alexander E.	Chief Executive Officer	Sell	$92.21K
Sep 02, 2025	Timm Alexander E.	Chief Executive Officer	Sell	$35.68K
Sep 02, 2025	Timm Alexander E.	Chief Executive Officer	Sell	$594.04K
Sep 02, 2025	Timm Alexander E.	Chief Executive Officer	Sell	$243.43K
Sep 02, 2025	Bonakdarpour Mahtiyar	President and CTO	Sell	$516.00K

Insider Transactions Trends

Date	Buy	Sell
2025 Q3	-	5
2025 Q2	-	24
2025 Q1	-	2
2024 Q4	-	33
2024 Q3	-	-

ROOT Ownership FAQ

Who Owns Root?

Root shareholders are primarily institutional investors at 61.19%, followed by 5.13% insiders and 33.68% retail investors. The average institutional ownership in Root's industry, Property & Casualty Insurance Stocks, is 67.79%, which Root falls below.

Who owns the most shares of Root?

Root’s largest shareholders are T. rowe price investment management (809.23K shares, 5.25%), Blackrock funding, inc. /de (744.27K shares, 4.83%), and Capital research global investors (496.6K shares, 3.22%). Together, they hold 13.31% of Root’s total shares outstanding.

Does Blackrock own Root?

BlackRock is not among the top 10 institutional shareholders of Root.

Who is Root’s biggest shareholder by percentage of total assets invested?

Monolith management is Root’s biggest shareholder by percentage of total assets invested, with 5.00% of its assets in 110.4K Root shares, valued at 14.13M$.

Who is the top mutual fund holder of Root shares?

American Funds SMALLCAP World A is the top mutual fund holder of Root shares, with 3.00% of its total shares outstanding invested in 461.04K Root shares.

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