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Root Ownership | Who Owns Root?

OverviewForecastRevenueFinancialsChartTranscripts

Root Ownership Summary

Root is owned by 0.07% institutional investors, 5.54% insiders, and 94.39% retail investors. Trinity financial advisors is the largest institutional shareholder, holding 0.06% of ROOT shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 1.96% of its assets in Root shares.

ROOT Ownership Benchmark

TypeName% Inst% Insiders% Retail
StockRoot0.07%5.54%94.39%
SectorFinancial Services Stocks 86.48%14.02%-0.50%
IndustryProperty & Casualty Insurance Stocks65.87%12.92%21.22%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Trinity financial advisors9.73K0.06%$714.47K
Huntington national bank1.00-$1.00

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Trinity financial advisors9.73K0.27%$714.47K
Huntington national bank1.00-$1.00

Top Buyers

HolderShares% AssetsChange
Huntington national bank1.00--
Trinity financial advisors9.73K0.27%-205.00

Top Sellers

HolderShares% AssetsChange
Trinity financial advisors9.73K0.27%-205.00
Huntington national bank1.00--

Institutional Ownership Trends

DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
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%----
Dec 31, 20232-10,109--1414.67%--100.00%--
Sep 30, 20232100.00%10,1091010800.00%--1---

Top Mutual Funds Shareholders

HolderShares% HoldingChange
Vanguard Total Stock Mkt Idx Inv295.89K1.96%65.60K
iShares Russell 2000 ETF237.84K1.58%-925.00
T. Rowe Price Small-Cap Value178.92K1.18%12.20K
Hood River Small-Cap Growth Instl157.50K1.04%101.03K
Vanguard Institutional Extnd Mkt Idx Tr118.11K0.78%2.38K
T. Rowe Price U.S. SC Value Eq Tr-Z97.98K0.65%97.98K
Fidelity Small Cap Index87.99K0.58%-63.00
iShares Russell 2000 Growth ETF79.70K0.53%-
Heptagon Driehaus US Micro Cap Eq C$ Acc77.75K0.52%-23.53K
State St Russell Sm/Mid Cp® Indx NL Cl C54.89K0.36%-600.00

Recent Insider Transactions

DateNameRoleActivityValue
Nov 19, 2024Allison Jonathan Chief Administrative OfficerSell$400.00K
Nov 18, 2024Szudarek Julie-Sell$192.67K
Nov 08, 2024Malka Meyer-Sell$5.26M
Nov 11, 2024Malka Meyer-Sell$2.77M
Nov 11, 2024Malka Meyer-Sell$289.08K

Insider Transactions Trends

DateBuySell
2024 Q4-33
2024 Q3--
2024 Q2-5
2024 Q1--
2023 Q425

ROOT Ownership FAQ

Who Owns Root?

Root shareholders are primarily institutional investors at 0.07%, followed by 5.54% insiders and 94.39% retail investors. The average institutional ownership in Root's industry, Property & Casualty Insurance Stocks, is 65.87%, which Root falls below.

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?

Vanguard Total Stock Mkt Idx Inv is the top mutual fund holder of Root shares, with 1.96% of its total shares outstanding invested in 295.89K Root shares.

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