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Root Ownership | Who Owns Root?

OverviewForecastRevenueFinancialsChartTranscripts

Root Ownership Summary

Root is owned by 51.94% institutional investors, 5.88% insiders, and 42.18% 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 3.00% of its assets in Root shares.

ROOT Ownership Benchmark

TypeName% Inst% Insiders% Retail
StockRoot51.94%5.88%42.18%
SectorFinancial Services Stocks 71.97%15.45%12.58%
IndustryProperty & Casualty Insurance Stocks46.71%12.82%40.47%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Trinity financial advisors9.73K0.06%$714.47K
Ifp advisors---
Teacher retirement system of texas---
Belvedere trading---
Stephens consulting---
Corton capital---
State of wyoming---
Aquatic capital management---
Rollins financial advisors---
Twin tree management, lp---

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Trinity financial advisors9.73K0.27%$714.47K
Ifp advisors---
Teacher retirement system of texas---
Belvedere trading---
Stephens consulting---
Corton capital---
State of wyoming---
Aquatic capital management---
Rollins financial advisors---
Twin tree management, lp---

Top Buyers

HolderShares% AssetsChange
Huntington national bank1.00--
Stephens consulting---5.00
Parallel advisors---24.00
Wolff wiese magana---40.00
Ifp advisors---104.00

Top Sellers

HolderShares% AssetsChange
Gmt capital---149.32K
Lakewood capital management, lp---94.20K
Healthcare of ontario pension plan trust fund---94.00K
Qube research---38.27K
Imc-chicago---11.13K

Sold Out

HolderChange
Stephens consulting-5.00
Parallel advisors-24.00
Wolff wiese magana-40.00
Ifp advisors-104.00
Twin tree management, lp-278.00

Institutional Ownership Trends

DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Mar 31, 202519431.97%7,894,8677.09%512.16%10718.89%48100.00%
Dec 31, 20242-9,731-2.06%-1479.46%--1-
Sep 30, 20242-9,936--1429.22%----100.00%
Jun 30, 20242-9,936-1.71%-1380.91%--1-
Mar 31, 20242-10,109--1444.62%----

Top Mutual Funds Shareholders

HolderShares% HoldingChange
American Funds SMALLCAP World A461.04K3.00%116.65K
Vanguard Total Stock Mkt Idx Inv295.92K1.93%-
iShares Russell 2000 ETF266.91K1.74%1.84K
American Century Small Cap Growth Inv264.85K1.72%92.06K
American Century U.S. Small Cap Growth264.85K1.72%92.06K
Vanguard US Total Market Shares ETF230.29K1.52%-
T. Rowe Price Small-Cap Stock215.72K1.40%29.47K
T. Rowe Price US Small-Cap Core Equity215.72K1.40%54.36K
Franklin Innovation Composite211.20K1.37%86.20K
Franklin DynaTech A200.00K1.30%50.00K

Recent Insider Transactions

DateNameRoleActivityValue
Jun 16, 2025Allison Jonathan Chief Administrative OfficerSell$372.90K
Jun 11, 2025Szudarek Julie-Sell$232.50K
Jun 05, 2025DEVARD JERRI-Sell$268.14K
Jun 05, 2025Szudarek Julie-Sell$373.30K
Jun 05, 2025Birnbaum Beth A-Sell$6.87K

Insider Transactions Trends

DateBuySell
2025 Q3--
2025 Q2-24
2025 Q1-2
2024 Q4-33
2024 Q3--

ROOT Ownership FAQ

Who Owns Root?

Root shareholders are primarily institutional investors at 51.94%, followed by 5.88% insiders and 42.18% retail investors. The average institutional ownership in Root's industry, Property & Casualty Insurance Stocks, is 46.71%, which Root exceeds.

Who owns the most shares of Root?

Root’s largest shareholders are Trinity financial advisors (9.73K shares, 0.06%), Ifp advisors (0 shares, 0%), and Teacher retirement system of texas (0 shares, 0%). Together, they hold 0.06% 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?

Trinity financial advisors is Root’s biggest shareholder by percentage of total assets invested, with 0.27% of its assets in 9.73K Root shares, valued at 714.47K$.

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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