SEC 13F Intelligence

ROOT INC

CUSIP 77664L108

Root Inc has 2 institutional holders in Filings Flow’s 13F database, together reporting 32.0K shares worth $1M as of Q1 2026. The largest reported holders are Trinity Financial Advisors LLC, West Oak Capital, LLC, and Huntington National Bank.

Institutional Holders
2
Q1 2026
Reported Value
$1M
Ticker
unmapped
private placement or foreign
Quarters Tracked
22

Ownership Trend

Institutional holders
Q4 ’20: 68Q4 ’20Q1 ’21: 60Q2 ’21: 80Q3 ’21: 82Q3 ’21Q4 ’21: 93Q1 ’22: 93Q2 ’22: 99Q2 ’22Q3 ’22: 3Q4 ’22: 1Q1 ’23: 1Q1 ’23Q2 ’23: 1Q3 ’23: 2Q4 ’23: 2Q4 ’23Q1 ’24: 2Q2 ’24: 2Q3 ’24: 2Q3 ’24Q4 ’24: 2Q1 ’25: 3Q2 ’25: 3Q2 ’25Q3 ’25: 2Q4 ’25: 2Q1 ’26: 2Q1 ’26filingsflow.com
Total reported value
Q4 ’20: $716MQ4 ’20Q1 ’21: $583MQ2 ’21: $568MQ3 ’21: $245MQ3 ’21Q4 ’21: $257MQ1 ’22: $142MQ2 ’22: $110MQ2 ’22Q3 ’22: $756,000Q4 ’22: $46,265Q1 ’23: $45,961Q1 ’23Q2 ’23: $1Q3 ’23: $96,128Q4 ’23: $105,933Q4 ’23Q1 ’24: $617,398Q2 ’24: $512,746Q3 ’24: $400,368Q3 ’24Q4 ’24: $714,475Q1 ’25: $1MQ2 ’25: $1MQ2 ’25Q3 ’25: $871,649Q4 ’25: $2MQ1 ’26: $1MQ1 ’26filingsflow.com

Holders

Export to Excel
Manager% of PortfolioValueSharesQuarter
Trinity Financial Advisors LLC$389M AUM0.40%$1M32.0KQ1 2026
HUNTINGTON NATIONAL BANK$18.1B AUM0.00%$11Q1 2026

Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.