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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 2.27% 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 Stocks47.94%13.15%38.90%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Trinity financial advisors9.73K0.06%$714.47K
Belvedere trading---
Two sigma investments, lp---
Teacher retirement system of texas---
Aquatic capital management---
Rollins financial advisors---
Corton capital---
Huntington national bank1.00-$1.00
Simplex trading---
State of wyoming---

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Trinity financial advisors9.73K0.27%$714.47K
Belvedere trading---
Two sigma investments, lp---
Teacher retirement system of texas---
Aquatic capital management---
Rollins financial advisors---
Corton capital---
Huntington national bank1.00-$1.00
Simplex trading---
State of wyoming---

Top Buyers

HolderShares% AssetsChange
Huntington national bank1.00--
Ifp advisors---104.00
Trinity financial advisors9.73K0.27%-205.00
Aquatic capital management---1.54K
Belvedere trading---2.78K

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
Ifp advisors-104.00
Aquatic capital management-1.54K
Belvedere trading-2.78K
Wesbanco bank-3.00K
Rollins financial advisors-3.17K

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 A344.38K2.27%344.38K
Vanguard Total Stock Mkt Idx Inv295.92K1.93%-
Vanguard US Total Market Shares ETF230.29K1.52%-
iShares Russell 2000 ETF222.24K1.45%108.00
T. Rowe Price Small-Cap Value178.75K1.18%-38.00
American Century U.S. Small Cap Growth172.80K1.14%172.80K
American Century Small Cap Growth Inv172.80K1.14%172.80K
T. Rowe Price Small-Cap Stock161.37K1.06%-35.00
T. Rowe Price US Small-Cap Core Equity161.37K1.06%161.37K
Hood River Small-Cap Growth Instl157.50K1.04%101.03K

Recent Insider Transactions

DateNameRoleActivityValue
Jun 05, 2025DEVARD JERRI-Sell$268.14K
Jun 05, 2025Szudarek Julie-Sell$373.30K
Jun 05, 2025Birnbaum Beth A-Sell$45.52K
Jun 05, 2025Birnbaum Beth A-Sell$6.87K
Jun 05, 2025Birnbaum Beth A-Sell$13.15K

Insider Transactions Trends

DateBuySell
2025 Q2-22
2025 Q1-2
2024 Q4-33
2024 Q3--
2024 Q2-5

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 47.94%, which Root exceeds.

Who owns the most shares of Root?

Root’s largest shareholders are Trinity financial advisors (9.73K shares, 0.06%), Belvedere trading (0 shares, 0%), and Two sigma investments, lp (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 2.27% of its total shares outstanding invested in 344.38K Root shares.

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