Root Ownership 2024 | Who Owns Root Now?


OverviewForecastRevenueFinancialsChartTranscripts

Institutional Ownership

0.07%

Insider Ownership

13.10%

Retail Ownership

86.83%

Institutional Holders

2.00

Root Institutional Shareholders


Institutional Shareholders by % of Total Shares

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
TRINITY FINANCIAL ADVISORS LLC0.07%0.23%9,935-173-1.71%512,745Jun 30, 2024
HUNTINGTON NATIONAL BANK--1--1Jun 30, 2024

Root's largest institutional shareholder is TRINITY FINANCIAL ADVISORS LLC, holding 0.07% of the company's total share outstanding, currently valued at $512.75K. The top 10 institutional shareholders own together 0.07% of the company.

Institutional Shareholders by % of Total Assets

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
TRINITY FINANCIAL ADVISORS LLC0.07%0.23%9,935-173-1.71%512,745Jun 30, 2024
HUNTINGTON NATIONAL BANK--1--1Jun 30, 2024

The largest Root shareholder by % of total assets is TRINITY FINANCIAL ADVISORS LLC. The company owns 9.94K shares of Root (ROOT), representing 0.23% of its total assets.

Institutional Buyers

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
HUNTINGTON NATIONAL BANK--1--1Jun 30, 2024
TRINITY FINANCIAL ADVISORS LLC0.07%0.23%9,935-173-1.71%512,745Jun 30, 2024

As of Jun 30 2024, Root's largest institutional buyer is HUNTINGTON NATIONAL BANK. The company purchased 0.00 stocks of ROOT, valued at $1.00.

Institutional Sellers

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
TRINITY FINANCIAL ADVISORS LLC0.07%0.23%9,935-173-1.71%512,745Jun 30, 2024
HUNTINGTON NATIONAL BANK--1--1Jun 30, 2024

As of Jun 30 2024, Root's biggest institutional seller is TRINITY FINANCIAL ADVISORS LLC. The company sold -0.17K shares of ROOT, valued at $512.75K.

Institutional New positions

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate

Institutional Sold Out

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate

Root Mutual Fund Holders


Name% Total AssetsTotal SharesChange AmountChange %Date
GROWTH FUND OF AMERICA0.04%1,048,800--Feb 29, 2024
FIDELITY COMMONWEALTH TRUST0.04%119,093--Feb 29, 2024
QUANTITATIVE MASTER SERIES LLC0.03%215,781--Mar 31, 2024
DEUTSCHE DWS INVESTMENTS VIT FUNDS0.03%20,290--Mar 31, 2024
Federated Hermes Equity Funds0.02%400,000--Jan 31, 2024
TIAA SEPARATE ACCOUNT VA 10.02%4,163--Mar 31, 2024
Vericimetry Funds0.01%1,1801,180-Mar 31, 2024
FRANKLIN STRATEGIC SERIES0.01%108,300--Jan 31, 2024
VANGUARD VALLEY FORGE FUNDS0.01%5,511--Mar 31, 2024
VANGUARD INDEX FUNDS0.01%4,387,313--Mar 31, 2024
SCHWAB CAPITAL TRUST0.01%369,976--Feb 29, 2024
BLACKROCK MID-CAP VALUE SERIES, INC.0.01%10,368--Jan 31, 2024
FEDERATED HERMES INSURANCE SERIES0.01%27,125--Mar 31, 2024
FIDELITY MT VERNON STREET TRUST0.00%130,139--Feb 29, 2024
Calvert Variable Products, Inc.0.00%10,475--Mar 31, 2024
T. Rowe Price Index Trust, Inc.0.00%82,845--Feb 29, 2024
INVESCO EXCHANGE-TRADED FUND TRUST0.00%291,394--Jan 31, 2024
Meeder Funds0.00%13,630--Mar 31, 2024
VANGUARD INSTITUTIONAL INDEX FUNDS0.00%65,632--Mar 31, 2024
QUANTITATIVE MASTER SERIES LLC0.00%11,987--Mar 31, 2024
PROFESSIONALLY MANAGED PORTFOLIOS0.00%143,548--Feb 29, 2024
DEUTSCHE DWS INVESTMENTS VIT FUNDS0.00%1,127--Mar 31, 2024
FIDELITY SECURITIES FUND0.00%164,934--Jan 31, 2024
Voya VARIABLE PORTFOLIOS INC0.00%54,399--Mar 31, 2024
STATE STREET VARIABLE INSURANCE SERIES FUNDS INC0.00%8,132--Mar 31, 2024
FIDELITY COVINGTON TRUST0.00%29,910--Jan 31, 2024
TIAA-CREF LIFE FUNDS0.00%2,837--Mar 31, 2024
TIAA SEPARATE ACCOUNT VA 10.00%231--Mar 31, 2024
North Square Investments Trust0.00%7,662--Jan 31, 2024
Franklin Custodian Funds0.00%402,800--Mar 31, 2024
VANGUARD WORLD FUND0.00%191,356--Feb 29, 2024
INVESCO EXCHANGE-TRADED FUND TRUST0.00%62,211600.10%Jan 31, 2024
SCHWAB STRATEGIC TRUST0.00%428,296--Feb 29, 2024
BLACKROCK LARGE CAP SERIES FUNDS, INC.0.00%27,079--Feb 29, 2024
AMERICAN CENTURY STRATEGIC ASSET ALLOCATIONS INC0.00%7,971--Jan 31, 2024
NORTHERN FUNDS0.00%74,367--Mar 28, 2024
Global X Funds0.00%19,169--Jan 31, 2024
STATE STREET INSTITUTIONAL INVESTMENT TRUST0.00%26,500--Mar 31, 2024
MASTER INVESTMENT PORTFOLIO0.00%36,334--Mar 31, 2024
VARIABLE INSURANCE PRODUCTS FUND II0.00%4,156--Mar 31, 2024
Blackstone Alternative Investment Funds0.00%19,800--Mar 31, 2023
RYDEX SERIES FUNDS0.00%1,288--Dec 31, 2023
FIDELITY CONCORD STREET TRUST0.00%60,608--Feb 29, 2024
iSHARES TRUST0.00%4,777,739--Mar 31, 2024
FIDELITY CAPITAL TRUST0.00%3,000--Jan 31, 2024
FIDELITY SALEM STREET TRUST0.00%1,080,477--Mar 31, 2024
EQ ADVISORS TRUST0.00%285,027--Mar 31, 2024
SCHWAB CAPITAL TRUST0.00%9,666--Jan 31, 2024
Calvert Variable Products, Inc.0.00%581--Mar 31, 2024
ProFunds0.00%2,094--Mar 31, 2024
TIAA-CREF FUNDS0.00%528,800--Mar 31, 2024
PENN SERIES FUNDS INC0.00%4,600--Mar 28, 2024
RYDEX DYNAMIC FUNDS0.00%624--Dec 31, 2023
NATIONWIDE VARIABLE INSURANCE TRUST0.00%19,761--Mar 31, 2024
FLEXSHARES TRUST0.00%8,526--Jan 31, 2024
COLLEGE RETIREMENT EQUITIES FUND0.00%115,277--Mar 31, 2024
NATIONWIDE MUTUAL FUNDS0.00%11,866--Jan 31, 2024
FIDELITY COVINGTON TRUST0.00%1,652--Jan 31, 2024
AMERICAN CENTURY VARIABLE PORTFOLIOS INC0.00%213--Mar 31, 2024
NEUBERGER BERMAN ALTERNATIVE FUNDS0.00%1,050--Jan 31, 2024
RYDEX VARIABLE TRUST0.00%95--Dec 31, 2023
FIDELITY INVESTMENT TRUST0.00%12,800--Jan 31, 2024
Brighthouse Funds Trust II0.00%55,183--Mar 31, 2024
TIAA-CREF LIFE FUNDS0.00%157--Mar 31, 2024
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST0.00%118,400--Mar 31, 2024
STATE STREET VARIABLE INSURANCE SERIES FUNDS INC0.00%228--Mar 31, 2024
J.P. Morgan Exchange-Traded Fund Trust0.00%19,818--Jan 31, 2024
SUNAMERICA SERIES TRUST0.00%14,990--Mar 31, 2024
ALLSPRING MASTER TRUST0.00%1,907--Feb 29, 2024
JOHN HANCOCK VARIABLE INSURANCE TRUST0.00%63,162--Mar 31, 2024
BLACKROCK LARGE CAP SERIES FUNDS, INC.0.00%1,196-133-10.01%Feb 29, 2024
NORTHERN FUNDS0.00%3,802--Mar 28, 2024
AMERICAN CENTURY ETF TRUST0.00%2,8762,194321.70%Feb 29, 2024
SPDR INDEX SHARES FUNDS0.00%4,904--Mar 31, 2024
STATE STREET INSTITUTIONAL INVESTMENT TRUST0.00%1,572--Mar 31, 2024
VARIABLE INSURANCE PRODUCTS FUND II0.00%290--Mar 31, 2024
PENN SERIES FUNDS INC0.00%655--Mar 28, 2024
MASTER INVESTMENT PORTFOLIO0.00%2,018--Mar 31, 2024
PACIFIC SELECT FUND0.00%72,458--Mar 31, 2024
FIDELITY SALEM STREET TRUST0.00%70,961--Mar 31, 2024
RYDEX SERIES FUNDS0.00%71--Dec 31, 2023
USAA MUTUAL FUNDS TRUST0.00%3,932--Jan 31, 2024
VANGUARD SCOTTSDALE FUNDS0.00%27,024--Feb 29, 2024
Bridge Builder Trust0.00%50,556--Mar 31, 2024
VALIC Co I0.00%2,902--Feb 29, 2024
NATIONWIDE MUTUAL FUNDS0.00%1,29864097.26%Jan 31, 2024
ProFunds0.00%101--Mar 31, 2024
COLLEGE RETIREMENT EQUITIES FUND0.00%8,981--Mar 31, 2024
NATIONWIDE VARIABLE INSURANCE TRUST0.00%1,097--Mar 31, 2024
RYDEX DYNAMIC FUNDS0.00%33--Dec 31, 2023
TIAA-CREF FUNDS0.00%23,281--Mar 31, 2024
AMERICAN CENTURY ETF TRUST0.00%830--Feb 29, 2024
DFA INVESTMENT DIMENSIONS GROUP INC0.00%5,577-3,675-39.72%Jan 31, 2024
MORGAN STANLEY PATHWAY FUNDS0.00%453--Feb 29, 2024
RYDEX VARIABLE TRUST0.00%5--Dec 31, 2023
FIDELITY SUMMER STREET TRUST0.00%1,500--Mar 31, 2024
BlackRock Variable Series Funds, Inc.0.00%16,215--Mar 31, 2024
USAA MUTUAL FUNDS TRUST0.00%637--Jan 31, 2024
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST0.00%6,577--Mar 31, 2024
COLUMBIA FUNDS SERIES TRUST I0.00%12,227--Feb 29, 2024

Root's largest mutual fund holder by % of total assets is "GROWTH FUND OF AMERICA", owning 1.05M shares, compromising 0.04% of its total assets.

Root Institutional Ownership Trends


Institutional Holdings Trend

DateHoldingsChange %
30 Jun, 242-
31 Mar, 242-
31 Dec, 232-
30 Sep, 232100.00%
30 Jun, 231-
31 Mar, 231-
31 Dec, 221-66.67%
30 Sep, 223-97.64%
30 Jun, 22127-2.31%
31 Mar, 221302.36%
31 Dec, 211273.25%
30 Sep, 211234.24%
30 Jun, 2111831.11%
31 Mar, 21901.12%
31 Dec, 2089-

As of 30 Jun 24, 2 institutions are holding Root's shares, representing an increase of 0.00% compared to the previous quarter.

Shares Outstanding Trend

DateShares OutstandingChange %
30 Jun, 249,936-1.71%
31 Mar, 2410,109-
31 Dec, 2310,109-
30 Sep, 2310,1091010800.00%
30 Jun, 231-99.99%
31 Mar, 2310,191-1.10%
31 Dec, 2210,304-97.73%
30 Sep, 22453,855-99.57%
30 Jun, 22106,162,4126.10%
31 Mar, 22100,057,6962.80%
31 Dec, 2197,331,62568.82%
30 Sep, 2157,655,138-6.04%
30 Jun, 2161,363,03221.90%
31 Mar, 2150,340,5420.24%
31 Dec, 2050,218,079-

Root (ROOT) has 9.94K shares outstanding as of 30 Jun 24, down -1.71% compared to the previous quarter.

Institutional Ownership Trend

DateOwnership %Change %
30 Jun, 240.07%1380.91%
31 Mar, 240.07%1444.62%
31 Dec, 230.07%1414.67%
30 Sep, 230.07%-
30 Jun, 23-0.14%
31 Mar, 230.07%1343.50%
31 Dec, 220.07%0.71%
30 Sep, 223.22%0.18%
30 Jun, 2241.96%2.66%
31 Mar, 2239.75%2.63%
31 Dec, 2138.89%7.32%
30 Sep, 2123.04%3.79%
30 Jun, 2124.65%5.94%
31 Mar, 2120.37%5.04%
31 Dec, 2020.10%-

As of 30 Jun 24, Root is held by 0.07% institutional shareholders, representing a 1380.91% growth compared to 31 Mar 24.

Institutional Increased Positions Trend

DateIncreased PositionsChange %
30 Jun, 24--
31 Mar, 24--
31 Dec, 23--100.00%
30 Sep, 231-
30 Jun, 231-
31 Mar, 23--
31 Dec, 22--
30 Sep, 22--100.00%
30 Jun, 2253-10.17%
31 Mar, 2259-15.71%
31 Dec, 21709.38%
30 Sep, 2164-5.88%
30 Jun, 216836.00%
31 Mar, 2150-35.90%
31 Dec, 2078-

- institutional shareholders have increased their position in ROOT stock as of 30 Jun 24 compared to - in the previous quarter (a 0.00% increase).

Institutional Reduced Positions Trend

DateReduced PositionsChange %
30 Jun, 241-
31 Mar, 24--
31 Dec, 23--
30 Sep, 23--
30 Jun, 23--100.00%
31 Mar, 231-
31 Dec, 221-50.00%
30 Sep, 222-93.10%
30 Jun, 222916.00%
31 Mar, 222531.58%
31 Dec, 2119-5.00%
30 Sep, 212066.67%
30 Jun, 2112-14.29%
31 Mar, 2114-
31 Dec, 20--

1 institutional shareholders have reduced their position in ROOT stock as of 30 Jun 24 compared to - in the previous quarter (a 0.00% increase).

All Institutional Ownership Trend Data

DateHoldingsChange %Shares OutstandingChange %Ownership %Change %Increased PositionsChange %Reduced PositionsChange %
30 Jun, 242-9,936-1.71%0.07%1380.91%--1-
31 Mar, 242-10,109-0.07%1444.62%----
31 Dec, 232-10,109-0.07%1414.67%--100.00%--
30 Sep, 232100.00%10,1091010800.00%0.07%-1---
30 Jun, 231-1-99.99%-0.14%1---100.00%
31 Mar, 231-10,191-1.10%0.07%1343.50%--1-
31 Dec, 221-66.67%10,304-97.73%0.07%0.71%--1-50.00%
30 Sep, 223-97.64%453,855-99.57%3.22%0.18%--100.00%2-93.10%
30 Jun, 22127-2.31%106,162,4126.10%41.96%2.66%53-10.17%2916.00%
31 Mar, 221302.36%100,057,6962.80%39.75%2.63%59-15.71%2531.58%
31 Dec, 211273.25%97,331,62568.82%38.89%7.32%709.38%19-5.00%
30 Sep, 211234.24%57,655,138-6.04%23.04%3.79%64-5.88%2066.67%
30 Jun, 2111831.11%61,363,03221.90%24.65%5.94%6836.00%12-14.29%
31 Mar, 21901.12%50,340,5420.24%20.37%5.04%50-35.90%14-
31 Dec, 2089-50,218,079-20.10%-78---

Root Insider Shareholders Trades


Open Market Insider Trades

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Jun 17, 2024Birnbaum Beth Adirector-S-SaleSell1,735$43.67$75.77K16,013

Open Market Insider Buys

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource

Insider Sells

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Aug 05, 2024Timm Alexander E.director, 10 percent owner, officer Chief Executive OfficerF-InKindSell796$57.74$45.96K176,418
Aug 05, 2024Bonakdarpour Mahtiyarofficer President and CTOF-InKindSell67$57.74$3.87K289,575
Aug 05, 2024Bonakdarpour Mahtiyarofficer President and CTOF-InKindSell246$57.74$14.20K289,329
Aug 05, 2024Bonakdarpour Mahtiyarofficer President and CTOF-InKindSell83$57.74$4.79K289,246
Aug 05, 2024Binkley Meganofficer Chief Financial OfficerF-InKindSell42$57.74$2.43K69,714
Aug 05, 2024Allison Jonathanofficer Chief Administrative OfficerF-InKindSell131$57.74$7.56K70,645
Aug 05, 2024Allison Jonathanofficer Chief Administrative OfficerF-InKindSell193$57.74$11.14K70,452
Jul 17, 2024Allison Jonathanofficer Chief Administrative OfficerF-InKindSell14$80.97$1.13K70,776
Jul 03, 2024Bonakdarpour Mahtiyarofficer President and CTOF-InKindSell1,669$51.48$85.92K289,642
Jun 18, 2024Allison Jonathanofficer Chief Administrative OfficerF-InKindSell14$45.61$638.5470,790
Jun 17, 2024Birnbaum Beth Adirector-S-SaleSell1,735$43.67$75.77K16,013
May 20, 2024Allison Jonathanofficer Chief Administrative OfficerF-InKindSell14$61.81$865.3470,804
May 06, 2024Malka Meyer10 percent owner-C-ConversionSell13,300--1,860,720

All Insider Owners Trades

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Aug 05, 2024Timm Alexander E.director, 10 percent owner, officer Chief Executive OfficerF-InKindSell796$57.74$45.96K176,418
Aug 05, 2024Bonakdarpour Mahtiyarofficer President and CTOF-InKindSell67$57.74$3.87K289,575
Aug 05, 2024Bonakdarpour Mahtiyarofficer President and CTOF-InKindSell246$57.74$14.20K289,329
Aug 05, 2024Bonakdarpour Mahtiyarofficer President and CTOF-InKindSell83$57.74$4.79K289,246
Aug 05, 2024Binkley Meganofficer Chief Financial OfficerF-InKindSell42$57.74$2.43K69,714
Aug 05, 2024Allison Jonathanofficer Chief Administrative OfficerF-InKindSell131$57.74$7.56K70,645
Aug 05, 2024Allison Jonathanofficer Chief Administrative OfficerF-InKindSell193$57.74$11.14K70,452
Jul 17, 2024Allison Jonathanofficer Chief Administrative OfficerF-InKindSell14$80.97$1.13K70,776
Jul 03, 2024Bonakdarpour Mahtiyarofficer President and CTOF-InKindSell1,669$51.48$85.92K289,642
Jun 18, 2024Allison Jonathanofficer Chief Administrative OfficerF-InKindSell14$45.61$638.5470,790
Jun 17, 2024Birnbaum Beth Adirector-S-SaleSell1,735$43.67$75.77K16,013
Jun 07, 2024Birnbaum Beth Adirector-A-AwardBuy2,305--17,748
Jun 07, 2024Ulman Dougdirector-A-AwardBuy2,305--17,852
Jun 07, 2024Szudarek Juliedirector-A-AwardBuy2,305--17,003
Jun 07, 2024KRAMER NANCY Jdirector-A-AwardBuy2,305--16,497
Jun 07, 2024Hilsheimer Lawrence A.director-A-AwardBuy2,305--39,433
Jun 07, 2024Dorsey Donnadirector-A-AwardBuy2,305--8,837
Jun 07, 2024DEVARD JERRIdirector-A-AwardBuy2,305--18,792
May 20, 2024Allison Jonathanofficer Chief Administrative OfficerF-InKindSell14$61.81$865.3470,804
May 06, 2024Malka Meyer10 percent owner-C-ConversionSell13,300--1,860,720

The last insider sell of Root's stock was made by Timm Alexander E. on Aug 05 2024, selling 796 shares at $57.74 per share (valued at $45.96K).

Root Insider Ownership Trends


All Insider Trades Trend

DateBuySellBuy/Sell Ratio
Q3 2024-2-
Q2 2024143243.75%
Q1 2024-16-
Q4 202332114.29%
Q3 20231716106.25%
Q2 202331618.75%
Q1 20231714.29%
Q4 20222922.22%
Q3 2022107142.86%
Q2 2022185360.00%
Q1 20227887.50%
Q4 202161060.00%
Q3 202153166.67%
Q2 20213021142.86%
Q1 20211520.00%
Q4 2020536779.10%
Q3 2020-1-
Q4 2018-1-

0 total buy trades, and 2 total sell trades (buy/sell ratio of 0.00%) were made by Root's insiders, as of Q3 2024.

Open Market Insider Trades Trend

DateBuySellBuy/Sell Ratio
Q3 2024---
Q2 2024-5-
Q1 2024---
Q4 20232540.00%
Q3 20233--
Q2 2023---
Q1 2023---
Q4 2022-3-
Q3 2022---
Q2 2022---
Q1 20222--
Q4 2021-1-
Q3 2021---
Q2 2021-2-
Q1 2021-4-
Q4 202055100.00%
Q3 2020---
Q4 2018---

As of Q3 2024, Insider owners conducted 0 open market buy trades and 0 open market sell trades of Root's stocks.

Root Peer Ownership


TickerCompany
UVEUniversal Insurance Holdings, Inc.
RLIRLI Corp.
HCIHCI Group, Inc.
HMNHorace Mann Educators Corporation
HRTGHeritage Insurance Holdings, Inc.
PRAProAssurance Corporation
GBLIGlobal Indemnity Group, LLC
KMPRKemper Corporation
SIGISelective Insurance Group, Inc.
UIHCUnited Insurance Holdings Corp.
KINSKingstone Companies, Inc.

ROOT Ownership FAQ


Root is owned by institutional shareholders (0.07%), insiders (13.10%), and public (86.83%). The largest institutional shareholder of Root is TRINITY FINANCIAL ADVISORS LLC (0.07% of total shares) and the top mutual fund owner is GROWTH FUND OF AMERICA (0.04% of total shares).

Root's major institutional shareholders are TRINITY FINANCIAL ADVISORS LLC, and HUNTINGTON NATIONAL BANK. The top five shareholders own together 0.07% of the company's share outstanding.

As of Jun 2024, there are 2 institutional shareholders of Root.

TRINITY FINANCIAL ADVISORS LLC owns 9.94K shares of Root, representing 0.07% of the company's total shares outstanding, valued at $512.74K (as of Jun 2024).

As of Jun 2024, HUNTINGTON NATIONAL BANK holds 1 shares of Root (ROOT), compromising 0% of the company, valued at $1.