SEC 13F Intelligence

Buckley Capital Advisors, LLC / ROOT

Buckley Capital Advisors, LLC’s Root Inc Position

Does Buckley Capital Advisors, LLC own Root Inc (ROOT)? Yes174.6K shares worth $8M (+5.54% of its 13F portfolio) as of Q1 2026, up from 110.2K shares the prior filed quarter.

Position Value
$8M
Q1 2026
Shares
174.6K
% of Portfolio
+5.54%
Quarters Held
2
currently held

Position History ROOT

Reported value by quarter
Q4 ’25: $8MQ4 ’25Q1 ’26: $8MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026174.6K$8M+5.54%
Q4 2025110.2K$8M+5.60%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Buckley Capital Advisors, LLC’s full portfolio or all institutional holders of ROOT.