Root Ownership 2024 | Who Owns Root Now?
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 Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
TRINITY FINANCIAL ADVISORS LLC | 0.07% | 0.23% | 9,935 | -173 | -1.71% | 512,745 | Jun 30, 2024 |
HUNTINGTON NATIONAL BANK | - | - | 1 | - | - | 1 | Jun 30, 2024 |
Institutional Shareholders by % of Total Assets
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
TRINITY FINANCIAL ADVISORS LLC | 0.07% | 0.23% | 9,935 | -173 | -1.71% | 512,745 | Jun 30, 2024 |
HUNTINGTON NATIONAL BANK | - | - | 1 | - | - | 1 | Jun 30, 2024 |
Institutional Buyers
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
HUNTINGTON NATIONAL BANK | - | - | 1 | - | - | 1 | Jun 30, 2024 |
TRINITY FINANCIAL ADVISORS LLC | 0.07% | 0.23% | 9,935 | -173 | -1.71% | 512,745 | Jun 30, 2024 |
Institutional Sellers
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
TRINITY FINANCIAL ADVISORS LLC | 0.07% | 0.23% | 9,935 | -173 | -1.71% | 512,745 | Jun 30, 2024 |
HUNTINGTON NATIONAL BANK | - | - | 1 | - | - | 1 | Jun 30, 2024 |
Institutional New positions
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|
Institutional Sold Out
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|
Root Mutual Fund Holders
Name | % Total Assets | Total Shares | Change Amount | Change % | Date |
---|---|---|---|---|---|
GROWTH FUND OF AMERICA | 0.04% | 1,048,800 | - | - | Feb 29, 2024 |
FIDELITY COMMONWEALTH TRUST | 0.04% | 119,093 | - | - | Feb 29, 2024 |
QUANTITATIVE MASTER SERIES LLC | 0.03% | 215,781 | - | - | Mar 31, 2024 |
DEUTSCHE DWS INVESTMENTS VIT FUNDS | 0.03% | 20,290 | - | - | Mar 31, 2024 |
Federated Hermes Equity Funds | 0.02% | 400,000 | - | - | Jan 31, 2024 |
TIAA SEPARATE ACCOUNT VA 1 | 0.02% | 4,163 | - | - | Mar 31, 2024 |
Vericimetry Funds | 0.01% | 1,180 | 1,180 | - | Mar 31, 2024 |
FRANKLIN STRATEGIC SERIES | 0.01% | 108,300 | - | - | Jan 31, 2024 |
VANGUARD VALLEY FORGE FUNDS | 0.01% | 5,511 | - | - | Mar 31, 2024 |
VANGUARD INDEX FUNDS | 0.01% | 4,387,313 | - | - | Mar 31, 2024 |
SCHWAB CAPITAL TRUST | 0.01% | 369,976 | - | - | Feb 29, 2024 |
BLACKROCK MID-CAP VALUE SERIES, INC. | 0.01% | 10,368 | - | - | Jan 31, 2024 |
FEDERATED HERMES INSURANCE SERIES | 0.01% | 27,125 | - | - | Mar 31, 2024 |
FIDELITY MT VERNON STREET TRUST | 0.00% | 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 TRUST | 0.00% | 291,394 | - | - | Jan 31, 2024 |
Meeder Funds | 0.00% | 13,630 | - | - | Mar 31, 2024 |
VANGUARD INSTITUTIONAL INDEX FUNDS | 0.00% | 65,632 | - | - | Mar 31, 2024 |
QUANTITATIVE MASTER SERIES LLC | 0.00% | 11,987 | - | - | Mar 31, 2024 |
PROFESSIONALLY MANAGED PORTFOLIOS | 0.00% | 143,548 | - | - | Feb 29, 2024 |
DEUTSCHE DWS INVESTMENTS VIT FUNDS | 0.00% | 1,127 | - | - | Mar 31, 2024 |
FIDELITY SECURITIES FUND | 0.00% | 164,934 | - | - | Jan 31, 2024 |
Voya VARIABLE PORTFOLIOS INC | 0.00% | 54,399 | - | - | Mar 31, 2024 |
STATE STREET VARIABLE INSURANCE SERIES FUNDS INC | 0.00% | 8,132 | - | - | Mar 31, 2024 |
FIDELITY COVINGTON TRUST | 0.00% | 29,910 | - | - | Jan 31, 2024 |
TIAA-CREF LIFE FUNDS | 0.00% | 2,837 | - | - | Mar 31, 2024 |
TIAA SEPARATE ACCOUNT VA 1 | 0.00% | 231 | - | - | Mar 31, 2024 |
North Square Investments Trust | 0.00% | 7,662 | - | - | Jan 31, 2024 |
Franklin Custodian Funds | 0.00% | 402,800 | - | - | Mar 31, 2024 |
VANGUARD WORLD FUND | 0.00% | 191,356 | - | - | Feb 29, 2024 |
INVESCO EXCHANGE-TRADED FUND TRUST | 0.00% | 62,211 | 60 | 0.10% | Jan 31, 2024 |
SCHWAB STRATEGIC TRUST | 0.00% | 428,296 | - | - | Feb 29, 2024 |
BLACKROCK LARGE CAP SERIES FUNDS, INC. | 0.00% | 27,079 | - | - | Feb 29, 2024 |
AMERICAN CENTURY STRATEGIC ASSET ALLOCATIONS INC | 0.00% | 7,971 | - | - | Jan 31, 2024 |
NORTHERN FUNDS | 0.00% | 74,367 | - | - | Mar 28, 2024 |
Global X Funds | 0.00% | 19,169 | - | - | Jan 31, 2024 |
STATE STREET INSTITUTIONAL INVESTMENT TRUST | 0.00% | 26,500 | - | - | Mar 31, 2024 |
MASTER INVESTMENT PORTFOLIO | 0.00% | 36,334 | - | - | Mar 31, 2024 |
VARIABLE INSURANCE PRODUCTS FUND II | 0.00% | 4,156 | - | - | Mar 31, 2024 |
Blackstone Alternative Investment Funds | 0.00% | 19,800 | - | - | Mar 31, 2023 |
RYDEX SERIES FUNDS | 0.00% | 1,288 | - | - | Dec 31, 2023 |
FIDELITY CONCORD STREET TRUST | 0.00% | 60,608 | - | - | Feb 29, 2024 |
iSHARES TRUST | 0.00% | 4,777,739 | - | - | Mar 31, 2024 |
FIDELITY CAPITAL TRUST | 0.00% | 3,000 | - | - | Jan 31, 2024 |
FIDELITY SALEM STREET TRUST | 0.00% | 1,080,477 | - | - | Mar 31, 2024 |
EQ ADVISORS TRUST | 0.00% | 285,027 | - | - | Mar 31, 2024 |
SCHWAB CAPITAL TRUST | 0.00% | 9,666 | - | - | Jan 31, 2024 |
Calvert Variable Products, Inc. | 0.00% | 581 | - | - | Mar 31, 2024 |
ProFunds | 0.00% | 2,094 | - | - | Mar 31, 2024 |
TIAA-CREF FUNDS | 0.00% | 528,800 | - | - | Mar 31, 2024 |
PENN SERIES FUNDS INC | 0.00% | 4,600 | - | - | Mar 28, 2024 |
RYDEX DYNAMIC FUNDS | 0.00% | 624 | - | - | Dec 31, 2023 |
NATIONWIDE VARIABLE INSURANCE TRUST | 0.00% | 19,761 | - | - | Mar 31, 2024 |
FLEXSHARES TRUST | 0.00% | 8,526 | - | - | Jan 31, 2024 |
COLLEGE RETIREMENT EQUITIES FUND | 0.00% | 115,277 | - | - | Mar 31, 2024 |
NATIONWIDE MUTUAL FUNDS | 0.00% | 11,866 | - | - | Jan 31, 2024 |
FIDELITY COVINGTON TRUST | 0.00% | 1,652 | - | - | Jan 31, 2024 |
AMERICAN CENTURY VARIABLE PORTFOLIOS INC | 0.00% | 213 | - | - | Mar 31, 2024 |
NEUBERGER BERMAN ALTERNATIVE FUNDS | 0.00% | 1,050 | - | - | Jan 31, 2024 |
RYDEX VARIABLE TRUST | 0.00% | 95 | - | - | Dec 31, 2023 |
FIDELITY INVESTMENT TRUST | 0.00% | 12,800 | - | - | Jan 31, 2024 |
Brighthouse Funds Trust II | 0.00% | 55,183 | - | - | Mar 31, 2024 |
TIAA-CREF LIFE FUNDS | 0.00% | 157 | - | - | Mar 31, 2024 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 0.00% | 118,400 | - | - | Mar 31, 2024 |
STATE STREET VARIABLE INSURANCE SERIES FUNDS INC | 0.00% | 228 | - | - | Mar 31, 2024 |
J.P. Morgan Exchange-Traded Fund Trust | 0.00% | 19,818 | - | - | Jan 31, 2024 |
SUNAMERICA SERIES TRUST | 0.00% | 14,990 | - | - | Mar 31, 2024 |
ALLSPRING MASTER TRUST | 0.00% | 1,907 | - | - | Feb 29, 2024 |
JOHN HANCOCK VARIABLE INSURANCE TRUST | 0.00% | 63,162 | - | - | Mar 31, 2024 |
BLACKROCK LARGE CAP SERIES FUNDS, INC. | 0.00% | 1,196 | -133 | -10.01% | Feb 29, 2024 |
NORTHERN FUNDS | 0.00% | 3,802 | - | - | Mar 28, 2024 |
AMERICAN CENTURY ETF TRUST | 0.00% | 2,876 | 2,194 | 321.70% | Feb 29, 2024 |
SPDR INDEX SHARES FUNDS | 0.00% | 4,904 | - | - | Mar 31, 2024 |
STATE STREET INSTITUTIONAL INVESTMENT TRUST | 0.00% | 1,572 | - | - | Mar 31, 2024 |
VARIABLE INSURANCE PRODUCTS FUND II | 0.00% | 290 | - | - | Mar 31, 2024 |
PENN SERIES FUNDS INC | 0.00% | 655 | - | - | Mar 28, 2024 |
MASTER INVESTMENT PORTFOLIO | 0.00% | 2,018 | - | - | Mar 31, 2024 |
PACIFIC SELECT FUND | 0.00% | 72,458 | - | - | Mar 31, 2024 |
FIDELITY SALEM STREET TRUST | 0.00% | 70,961 | - | - | Mar 31, 2024 |
RYDEX SERIES FUNDS | 0.00% | 71 | - | - | Dec 31, 2023 |
USAA MUTUAL FUNDS TRUST | 0.00% | 3,932 | - | - | Jan 31, 2024 |
VANGUARD SCOTTSDALE FUNDS | 0.00% | 27,024 | - | - | Feb 29, 2024 |
Bridge Builder Trust | 0.00% | 50,556 | - | - | Mar 31, 2024 |
VALIC Co I | 0.00% | 2,902 | - | - | Feb 29, 2024 |
NATIONWIDE MUTUAL FUNDS | 0.00% | 1,298 | 640 | 97.26% | Jan 31, 2024 |
ProFunds | 0.00% | 101 | - | - | Mar 31, 2024 |
COLLEGE RETIREMENT EQUITIES FUND | 0.00% | 8,981 | - | - | Mar 31, 2024 |
NATIONWIDE VARIABLE INSURANCE TRUST | 0.00% | 1,097 | - | - | Mar 31, 2024 |
RYDEX DYNAMIC FUNDS | 0.00% | 33 | - | - | Dec 31, 2023 |
TIAA-CREF FUNDS | 0.00% | 23,281 | - | - | Mar 31, 2024 |
AMERICAN CENTURY ETF TRUST | 0.00% | 830 | - | - | Feb 29, 2024 |
DFA INVESTMENT DIMENSIONS GROUP INC | 0.00% | 5,577 | -3,675 | -39.72% | Jan 31, 2024 |
MORGAN STANLEY PATHWAY FUNDS | 0.00% | 453 | - | - | Feb 29, 2024 |
RYDEX VARIABLE TRUST | 0.00% | 5 | - | - | Dec 31, 2023 |
FIDELITY SUMMER STREET TRUST | 0.00% | 1,500 | - | - | Mar 31, 2024 |
BlackRock Variable Series Funds, Inc. | 0.00% | 16,215 | - | - | Mar 31, 2024 |
USAA MUTUAL FUNDS TRUST | 0.00% | 637 | - | - | Jan 31, 2024 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 0.00% | 6,577 | - | - | Mar 31, 2024 |
COLUMBIA FUNDS SERIES TRUST I | 0.00% | 12,227 | - | - | Feb 29, 2024 |
Root Institutional Ownership Trends
Institutional Holdings Trend
Date | Holdings | Change % |
---|---|---|
30 Jun, 24 | 2 | - |
31 Mar, 24 | 2 | - |
31 Dec, 23 | 2 | - |
30 Sep, 23 | 2 | 100.00% |
30 Jun, 23 | 1 | - |
31 Mar, 23 | 1 | - |
31 Dec, 22 | 1 | -66.67% |
30 Sep, 22 | 3 | -97.64% |
30 Jun, 22 | 127 | -2.31% |
31 Mar, 22 | 130 | 2.36% |
31 Dec, 21 | 127 | 3.25% |
30 Sep, 21 | 123 | 4.24% |
30 Jun, 21 | 118 | 31.11% |
31 Mar, 21 | 90 | 1.12% |
31 Dec, 20 | 89 | - |
Shares Outstanding Trend
Date | Shares Outstanding | Change % |
---|---|---|
30 Jun, 24 | 9,936 | -1.71% |
31 Mar, 24 | 10,109 | - |
31 Dec, 23 | 10,109 | - |
30 Sep, 23 | 10,109 | 1010800.00% |
30 Jun, 23 | 1 | -99.99% |
31 Mar, 23 | 10,191 | -1.10% |
31 Dec, 22 | 10,304 | -97.73% |
30 Sep, 22 | 453,855 | -99.57% |
30 Jun, 22 | 106,162,412 | 6.10% |
31 Mar, 22 | 100,057,696 | 2.80% |
31 Dec, 21 | 97,331,625 | 68.82% |
30 Sep, 21 | 57,655,138 | -6.04% |
30 Jun, 21 | 61,363,032 | 21.90% |
31 Mar, 21 | 50,340,542 | 0.24% |
31 Dec, 20 | 50,218,079 | - |
Institutional Ownership Trend
Date | Ownership % | Change % |
---|---|---|
30 Jun, 24 | 0.07% | 1380.91% |
31 Mar, 24 | 0.07% | 1444.62% |
31 Dec, 23 | 0.07% | 1414.67% |
30 Sep, 23 | 0.07% | - |
30 Jun, 23 | - | 0.14% |
31 Mar, 23 | 0.07% | 1343.50% |
31 Dec, 22 | 0.07% | 0.71% |
30 Sep, 22 | 3.22% | 0.18% |
30 Jun, 22 | 41.96% | 2.66% |
31 Mar, 22 | 39.75% | 2.63% |
31 Dec, 21 | 38.89% | 7.32% |
30 Sep, 21 | 23.04% | 3.79% |
30 Jun, 21 | 24.65% | 5.94% |
31 Mar, 21 | 20.37% | 5.04% |
31 Dec, 20 | 20.10% | - |
Institutional Increased Positions Trend
Date | Increased Positions | Change % |
---|---|---|
30 Jun, 24 | - | - |
31 Mar, 24 | - | - |
31 Dec, 23 | - | -100.00% |
30 Sep, 23 | 1 | - |
30 Jun, 23 | 1 | - |
31 Mar, 23 | - | - |
31 Dec, 22 | - | - |
30 Sep, 22 | - | -100.00% |
30 Jun, 22 | 53 | -10.17% |
31 Mar, 22 | 59 | -15.71% |
31 Dec, 21 | 70 | 9.38% |
30 Sep, 21 | 64 | -5.88% |
30 Jun, 21 | 68 | 36.00% |
31 Mar, 21 | 50 | -35.90% |
31 Dec, 20 | 78 | - |
Institutional Reduced Positions Trend
Date | Reduced Positions | Change % |
---|---|---|
30 Jun, 24 | 1 | - |
31 Mar, 24 | - | - |
31 Dec, 23 | - | - |
30 Sep, 23 | - | - |
30 Jun, 23 | - | -100.00% |
31 Mar, 23 | 1 | - |
31 Dec, 22 | 1 | -50.00% |
30 Sep, 22 | 2 | -93.10% |
30 Jun, 22 | 29 | 16.00% |
31 Mar, 22 | 25 | 31.58% |
31 Dec, 21 | 19 | -5.00% |
30 Sep, 21 | 20 | 66.67% |
30 Jun, 21 | 12 | -14.29% |
31 Mar, 21 | 14 | - |
31 Dec, 20 | - | - |
All Institutional Ownership Trend Data
Date | Holdings | Change % | Shares Outstanding | Change % | Ownership % | Change % | Increased Positions | Change % | Reduced Positions | Change % |
---|---|---|---|---|---|---|---|---|---|---|
30 Jun, 24 | 2 | - | 9,936 | -1.71% | 0.07% | 1380.91% | - | - | 1 | - |
31 Mar, 24 | 2 | - | 10,109 | - | 0.07% | 1444.62% | - | - | - | - |
31 Dec, 23 | 2 | - | 10,109 | - | 0.07% | 1414.67% | - | -100.00% | - | - |
30 Sep, 23 | 2 | 100.00% | 10,109 | 1010800.00% | 0.07% | - | 1 | - | - | - |
30 Jun, 23 | 1 | - | 1 | -99.99% | - | 0.14% | 1 | - | - | -100.00% |
31 Mar, 23 | 1 | - | 10,191 | -1.10% | 0.07% | 1343.50% | - | - | 1 | - |
31 Dec, 22 | 1 | -66.67% | 10,304 | -97.73% | 0.07% | 0.71% | - | - | 1 | -50.00% |
30 Sep, 22 | 3 | -97.64% | 453,855 | -99.57% | 3.22% | 0.18% | - | -100.00% | 2 | -93.10% |
30 Jun, 22 | 127 | -2.31% | 106,162,412 | 6.10% | 41.96% | 2.66% | 53 | -10.17% | 29 | 16.00% |
31 Mar, 22 | 130 | 2.36% | 100,057,696 | 2.80% | 39.75% | 2.63% | 59 | -15.71% | 25 | 31.58% |
31 Dec, 21 | 127 | 3.25% | 97,331,625 | 68.82% | 38.89% | 7.32% | 70 | 9.38% | 19 | -5.00% |
30 Sep, 21 | 123 | 4.24% | 57,655,138 | -6.04% | 23.04% | 3.79% | 64 | -5.88% | 20 | 66.67% |
30 Jun, 21 | 118 | 31.11% | 61,363,032 | 21.90% | 24.65% | 5.94% | 68 | 36.00% | 12 | -14.29% |
31 Mar, 21 | 90 | 1.12% | 50,340,542 | 0.24% | 20.37% | 5.04% | 50 | -35.90% | 14 | - |
31 Dec, 20 | 89 | - | 50,218,079 | - | 20.10% | - | 78 | - | - | - |
Root Insider Shareholders Trades
Open Market Insider Trades
Open Market Insider Buys
Date | Name | Relation | Role | Transaction | Buy/Sell | Shares | Price | Value | Shares Held | Source |
---|
Insider Sells
All Insider Owners Trades
Root Insider Ownership Trends
All Insider Trades Trend
Date | Buy | Sell | Buy/Sell Ratio |
---|---|---|---|
Q3 2024 | - | 2 | - |
Q2 2024 | 14 | 32 | 43.75% |
Q1 2024 | - | 16 | - |
Q4 2023 | 3 | 21 | 14.29% |
Q3 2023 | 17 | 16 | 106.25% |
Q2 2023 | 3 | 16 | 18.75% |
Q1 2023 | 1 | 7 | 14.29% |
Q4 2022 | 2 | 9 | 22.22% |
Q3 2022 | 10 | 7 | 142.86% |
Q2 2022 | 18 | 5 | 360.00% |
Q1 2022 | 7 | 8 | 87.50% |
Q4 2021 | 6 | 10 | 60.00% |
Q3 2021 | 5 | 3 | 166.67% |
Q2 2021 | 30 | 21 | 142.86% |
Q1 2021 | 1 | 5 | 20.00% |
Q4 2020 | 53 | 67 | 79.10% |
Q3 2020 | - | 1 | - |
Q4 2018 | - | 1 | - |
Open Market Insider Trades Trend
Date | Buy | Sell | Buy/Sell Ratio |
---|---|---|---|
Q3 2024 | - | - | - |
Q2 2024 | - | 5 | - |
Q1 2024 | - | - | - |
Q4 2023 | 2 | 5 | 40.00% |
Q3 2023 | 3 | - | - |
Q2 2023 | - | - | - |
Q1 2023 | - | - | - |
Q4 2022 | - | 3 | - |
Q3 2022 | - | - | - |
Q2 2022 | - | - | - |
Q1 2022 | 2 | - | - |
Q4 2021 | - | 1 | - |
Q3 2021 | - | - | - |
Q2 2021 | - | 2 | - |
Q1 2021 | - | 4 | - |
Q4 2020 | 5 | 5 | 100.00% |
Q3 2020 | - | - | - |
Q4 2018 | - | - | - |
Root Peer Ownership
Ticker | Company |
---|---|
UVE | Universal Insurance Holdings, Inc. |
RLI | RLI Corp. |
HCI | HCI Group, Inc. |
HMN | Horace Mann Educators Corporation |
HRTG | Heritage Insurance Holdings, Inc. |
PRA | ProAssurance Corporation |
GBLI | Global Indemnity Group, LLC |
KMPR | Kemper Corporation |
SIGI | Selective Insurance Group, Inc. |
UIHC | United Insurance Holdings Corp. |
KINS | Kingstone Companies, Inc. |
ROOT Ownership FAQ
Who Owns Root?
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).
Who are the major institutional shareholders of Root?
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.
How many Root shareholders are there?
As of Jun 2024, there are 2 institutional shareholders of Root.
What percentage of Root is owned by TRINITY FINANCIAL ADVISORS LLC?
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).
What percentage of Root is owned by HUNTINGTON NATIONAL BANK?
As of Jun 2024, HUNTINGTON NATIONAL BANK holds 1 shares of Root (ROOT), compromising 0% of the company, valued at $1.