ROOT INC/OH -CLASS A ROOT

US Financials Fire, Marine & Casualty Insurance
$61.73
+2.9%
52w: $43.21 – $138.48

Latest 13F among current holders filed 32 days ago (Jun 3, 2026)

Price — last 12 months

research preview data
43.2190.84138.48
Jun 20, 2025 Jul 2, 2026
Institutional holders
149
-22 QoQ
13F value
$428.1M
-43.1% QoQ
Smart-money holders
11
signal tier ≥ 2
New smart buyers
3
Q1 2026
Options barometer
2.1×
$26.6M calls / $12.4M puts

Institutional value by quarter

$457.5M
Q1 2024
$380.6M
Q2 2024
$283.0M
Q3 2024
$534.7M
Q4 2024
$1.05B
Q1 2025
$1.21B
Q2 2025
$850.2M
Q3 2025
$752.7M
Q4 2025
$428.1M
Q1 2026

Number of holders

88
Q1 2024
99
Q2 2024
104
Q3 2024
129
Q4 2024
177
Q1 2025
204
Q2 2025
182
Q3 2025
171
Q4 2025
149
Q1 2026

Who owns ROOT?

Q1 2026 filings
FundTypeSharesValue% of fundChange
Ribbit Management Company, LLC ★3Fundamental concentrated1.2M$54.4M3.2%Held
T. Rowe Price Investment Management, Inc. Long only active1.2M$52.3M0.0%+7.5%
BlackRock, Inc. Index provider1.1M$46.4M0.0%+0.4%
VANGUARD CAPITAL MANAGEMENT LLC Diversified mechanical516.6K$22.8M0.0%
Capital Research Global Investors Long only active477.1K$21.1M0.0%-27.1%
FINDELL CAPITAL MANAGEMENT LLC ★2Fundamental concentrated375.0K$16.6M4.9%+59.6%
GEODE CAPITAL MANAGEMENT, LLC Index provider319.5K$14.1M0.0%+2.8%
STATE STREET CORP Index provider265.9K$11.7M0.0%+3.0%
Galileo (PTC) Ltd ★2Fundamental diversified252.7K$11.2M1.1%Held
RENAISSANCE TECHNOLOGIES LLC Quant stat arb238.8K$10.5M0.0%-5.2%
Buckley Capital Advisors, LLC ★3Fundamental concentrated174.6K$7.7M6.5%+58.4%
Tairen Capital Ltd ★2Fundamental concentrated160.8K$7.1M0.8%Held
Dragoneer Investment Group, LLC ★3Fundamental concentrated154.3K$6.8M0.2%Held
DIMENSIONAL FUND ADVISORS LP Quant stat arb150.5K$6.6M0.0%-12.8%
GOLDMAN SACHS GROUP INC Bank broker149.3K$6.6M0.0%-12.4%
MILLENNIUM MANAGEMENT LLC Multistrat pod148.7K$6.6M0.0%-32.6%
MORGAN STANLEY Bank broker141.1K$6.2M0.0%-11.3%
BOOTHBAY FUND MANAGEMENT, LLC Diversified mechanical139.0K$6.1M0.1%+53.1%
BANK OF AMERICA CORP /DE/ Bank broker127.6K$5.6M0.0%-8.6%
PRICE T ROWE ASSOCIATES INC /MD/ Diversified mechanical123.5K$5.5M0.0%-3.1%
NORTHERN TRUST CORP Index provider109.4K$4.8M0.0%+3.1%
CHARLES SCHWAB INVESTMENT MANAGEMENT INC Index provider107.7K$4.8M0.0%-3.2%
BNP PARIBAS FINANCIAL MARKETS Bank broker98.3K$4.3M0.0%+32.1%
VANGUARD FIDUCIARY TRUST CO Diversified mechanical91.2K$4.0M0.0%
VANGUARD PORTFOLIO MANAGEMENT LLC Diversified mechanical90.9K$4.0M0.0%
Palisades Investment Partners, LLC ★3Fundamental concentrated90.3K$4.0M1.6%+8.4%
Trexquant Investment LP Diversified mechanical80.4K$3.5M0.0%+28.4%
Quinn Opportunity Partners LLC Other70.3K$3.1M0.2%+21.4%
FIRST TRUST ADVISORS LP Index provider68.0K$3.0M0.0%+49.1%
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM Pension sovereign66.3K$2.9M0.0%-0.1%
FEDERATED HERMES, INC. Diversified mechanical62.6K$2.8M0.0%+4.2%
CITIGROUP INC Bank broker61.2K$2.7M0.0%-1.5%
SUSQUEHANNA INTERNATIONAL GROUP, LLP Market maker60.8K$2.7M0.0%+483.7%
UBS Group AG Bank broker58.2K$2.6M0.0%-57.8%
BARCLAYS PLC Bank broker53.0K$2.3M0.0%+59.5%
CANNELL CAPITAL LLC ★2Fundamental concentrated52.3K$2.3M1.5%New
JPMORGAN CHASE & CO Bank broker50.6K$2.2M0.0%+629.4%
HB Wealth Management, LLC Wealth advisor47.2K$2.1M0.0%+122.2%
HENNESSY ADVISORS INC Other47.1K$2.1M0.1%-3.3%
TUDOR INVESTMENT CORP ET AL Quant stat arb37.9K$1.7M0.0%New
NEW YORK STATE COMMON RETIREMENT FUND Diversified mechanical36.8K$1.6M0.0%Held
Bank of New York Mellon Corp Diversified mechanical36.1K$1.6M0.0%-13.1%
X-Square Capital, LLC Other36.0K$1.6M0.5%-53.2%
Voleon Capital Management LP Quant stat arb32.3K$1.4M0.0%+23.3%
TWO SIGMA INVESTMENTS, LP Quant stat arb30.4K$1.3M0.0%New
Diametric Capital, LP Quant stat arb29.2K$1.3M0.3%+123.4%
Zweig-DiMenna Associates LLC ★2Fundamental diversified27.0K$1.2M0.2%New
Prosperitas Financial LLC Other26.3K$1.2M0.4%+19.0%
BloombergSen Inc. ★3Fundamental concentrated25.6K$1.1M0.1%+45.5%
Nuveen, LLC Diversified mechanical25.2K$1.1M0.0%+8.2%

Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.