ROOT
Root, Inc. · Financial Services · Insurance - Property & Casualty
Momentum inputs (comparable managers):
holder breadth +7.8% ·
share flow -3.9% ·
net new positions +8.7%
— formula
Ownership fragmentation — more holders, smaller aggregate stake
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 69 | +5 | 4.79M | $267.76M | +13 | −7 |
| Q1 2026 | 66 | -7 | 5.05M | $223.37M | +6 | −14 |
| Q4 2025 | 74 | 0 | 6.06M | $437.72M | +2 | −1 |
| Q3 2025 | 15 | -2 | 3.17M | $284.00M | — | −3 |
| Q2 2025 | 15 | 0 | 2.52M | $322.99M | +1 | −1 |
| Q1 2025 | 12 | +2 | 1.24M | $165.95M | +3 | −1 |
| Q4 2024 | 10 | 0 | 1.24M | $90.03M | +1 | −1 |
| Q3 2024 | 9 | +2 | 1.21M | $45.90M | +3 | −1 |
| Q2 2024 | 7 | — | 1.13M | $58.16M | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (passive) | 1.15M | +9.4% | $64.27M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 2 | BlackRock ✦ (passive) | 1.15M | +9.4% | $64.27M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 3 | BlackRock ✦ (passive) | 1.15M | +9.4% | $64.27M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 4 | BlackRock ✦ (passive) | 1.15M | +9.4% | $64.27M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 5 | BlackRock ✦ (passive) | 1.15M | +9.4% | $64.27M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 6 | BlackRock ✦ (passive) | 1.15M | +9.4% | $64.27M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 7 | BlackRock ✦ (passive) | 1.15M | +9.4% | $64.27M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 8 | BlackRock ✦ (passive) | 1.15M | +9.4% | $64.27M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 9 | BlackRock ✦ (passive) | 1.15M | +9.4% | $64.27M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 10 | BlackRock ✦ (passive) | 1.15M | +9.4% | $64.27M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 11 | BlackRock ✦ (passive) | 1.15M | +9.4% | $64.27M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 12 | BlackRock ✦ (passive) | 1.15M | +9.4% | $64.27M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 13 | BlackRock ✦ (passive) | 1.15M | +9.4% | $64.27M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 14 | BlackRock ✦ (passive) | 1.15M | +9.4% | $64.27M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 15 | Vanguard Capital Management Llc | 528.32K | +2.3% | $29.54M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Geode Capital Management ✦ (passive) | 345.38K | +8.1% | $19.32M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 17 | Geode Capital Management ✦ (passive) | 345.38K | +8.1% | $19.32M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 18 | State Street Global Advisors ✦ (passive) | 290.77K | +9.3% | $16.26M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 19 | Renaissance Technologies ✦ | 245.28K | +2.7% | $13.72M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 20 | Morgan Stanley ✦ | 148.22K | +5.1% | $8.29M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 21 | Morgan Stanley ✦ | 148.22K | +5.1% | $8.29M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 22 | Morgan Stanley ✦ | 148.22K | +5.1% | $8.29M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 23 | Morgan Stanley ✦ | 148.22K | +5.1% | $8.29M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 24 | Morgan Stanley ✦ | 148.22K | +5.1% | $8.29M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 25 | Morgan Stanley ✦ | 148.22K | +5.1% | $8.29M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 26 | Morgan Stanley ✦ | 148.22K | +5.1% | $8.29M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 27 | Goldman Sachs Group ✦ | 144.31K | -3.4% | $8.07M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 28 | Goldman Sachs Group ✦ | 144.31K | -3.4% | $8.07M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 29 | T. Rowe Price ✦ | 125.90K | +1.9% | $7.04M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 30 | T. Rowe Price ✦ | 125.90K | +1.9% | $7.04M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 31 | Northern Trust Corp | 120.33K | +10.0% | $6.73M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 32 | Northern Trust Corp | 120.33K | +10.0% | $6.73M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 33 | Northern Trust Corp | 120.33K | +10.0% | $6.73M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 34 | Northern Trust Corp | 120.33K | +10.0% | $6.73M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 35 | Northern Trust Corp | 120.33K | +10.0% | $6.73M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 36 | Charles Schwab Investment… | 109.27K | +1.5% | $6.11M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 37 | Bank Of America Corp /De/ | 105.52K | -17.3% | $5.90M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 38 | Jane Street Group, Llc | 89.49K | New | $5.00M | 0.0% | New | 1 | SEC ↗ |
| 39 | Jane Street Group, Llc | 89.49K | New | $5.00M | 0.0% | New | 1 | SEC ↗ |
| 40 | Bnp Paribas Financial Markets | 87.82K | -10.6% | $4.91M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 41 | Citadel Advisors ✦ | 87.60K | +350.4% | $4.90M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 42 | Citadel Advisors ✦ | 87.60K | +350.4% | $4.90M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 43 | Dimensional Fund Advisors Lp | 87.22K | -42.0% | $4.88M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 44 | Dimensional Fund Advisors Lp | 87.22K | -42.0% | $4.88M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 45 | Dimensional Fund Advisors Lp | 87.22K | -42.0% | $4.88M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 46 | UBS Group AG | 82.83K | +42.4% | $4.63M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 47 | UBS Group AG | 82.83K | +42.4% | $4.63M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 48 | UBS Group AG | 82.83K | +42.4% | $4.63M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 49 | Tudor Investment Corp Et Al | 79.81K | +110.5% | $4.46M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 50 | Capital Research Global Investors | 77.53K | -83.8% | $4.34M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 51 | Susquehanna International Group, Llp | 77.40K | +27.4% | $4.33M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 52 | Susquehanna International Group, Llp | 77.40K | +27.4% | $4.33M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 53 | Citigroup Inc | 59.70K | -2.4% | $3.34M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 54 | Citigroup Inc | 59.70K | -2.4% | $3.34M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 55 | Two Sigma Investments ✦ | 53.26K | +75.0% | $2.98M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 56 | Barclays Plc | 51.91K | -2.1% | $2.90M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 57 | Barclays Plc | 51.91K | -2.1% | $2.90M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 58 | Barclays Plc | 51.91K | -2.1% | $2.90M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 59 | Marshall Wace ✦ | 48.37K | +204.7% | $2.70M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 60 | Millennium Management ✦ | 43.70K | -70.6% | $2.44M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 61 | AQR Capital Management ✦ | 42.80K | +101.1% | $2.39M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 62 | AQR Capital Management ✦ | 42.80K | +101.1% | $2.39M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 63 | AQR Capital Management ✦ | 42.80K | +101.1% | $2.39M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 64 | AQR Capital Management ✦ | 42.80K | +101.1% | $2.39M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 65 | AQR Capital Management ✦ | 42.80K | +101.1% | $2.39M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 66 | AQR Capital Management ✦ | 42.80K | +101.1% | $2.39M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 67 | AQR Capital Management ✦ | 42.80K | +101.1% | $2.39M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 68 | JPMorgan Chase ✦ | 40.49K | -20.0% | $2.34M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 69 | JPMorgan Chase ✦ | 40.49K | -20.0% | $2.34M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 70 | JPMorgan Chase ✦ | 40.49K | -20.0% | $2.34M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 71 | JPMorgan Chase ✦ | 40.49K | -20.0% | $2.34M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 72 | JPMorgan Chase ✦ | 40.49K | -20.0% | $2.34M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 73 | Bank of New York Mellon Corp | 39.09K | +8.2% | $2.19M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 74 | Bank of New York Mellon Corp | 39.09K | +8.2% | $2.19M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 75 | Bank of New York Mellon Corp | 39.09K | +8.2% | $2.19M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 76 | Bank of New York Mellon Corp | 39.09K | +8.2% | $2.19M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 77 | Nuveen, LLC | 32.43K | +28.8% | $1.81M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 78 | Nuveen, LLC | 32.43K | +28.8% | $1.81M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 79 | Nuveen, LLC | 32.43K | +28.8% | $1.81M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 80 | Russell Investments Group, Ltd. | 31.08K | +2629.1% | $1.74M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 81 | Russell Investments Group, Ltd. | 31.08K | +2629.1% | $1.74M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 82 | Russell Investments Group, Ltd. | 31.08K | +2629.1% | $1.74M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 83 | Russell Investments Group, Ltd. | 31.08K | +2629.1% | $1.74M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 84 | Russell Investments Group, Ltd. | 31.08K | +2629.1% | $1.74M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 85 | Russell Investments Group, Ltd. | 31.08K | +2629.1% | $1.74M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 86 | IMC-Chicago, LLC | 29.44K | New | $1.65M | 0.0% | New | 1 | SEC ↗ |
| 87 | American Century Companies Inc | 25.93K | +9.1% | $1.45M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 88 | Raymond James Financial Inc | 24.08K | +15.4% | $1.35M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 89 | Raymond James Financial Inc | 24.08K | +15.4% | $1.35M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 90 | Swiss National Bank | 22.10K | +2.8% | $1.24M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 91 | Federated Hermes, Inc. | 20.73K | -66.9% | $1.16M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 92 | Federated Hermes, Inc. | 20.73K | -66.9% | $1.16M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 93 | Federated Hermes, Inc. | 20.73K | -66.9% | $1.16M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 94 | Td Asset Management Inc | 19.29K | 0.0% | $1.08M | 0.0% | Held | 3 | SEC ↗ |
| 95 | Rhumbline Advisers | 16.13K | +10.1% | $901,868 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 96 | Deutsche Bank Ag\ | 14.19K | +24.8% | $793,449 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 97 | Deutsche Bank Ag\ | 14.19K | +24.8% | $793,449 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 98 | Walleye Trading LLC | 13.35K | New | $746,756 | 0.0% | New | 1 | SEC ↗ |
| 99 | Wells Fargo & Company/Mn | 12.30K | +168.5% | $687,705 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 100 | Wells Fargo & Company/Mn | 12.30K | +168.5% | $687,705 | 0.0% | ▲ Add | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Jane Street Group, Llc | $5.00M | 0.0% |
| Jane Street Group, Llc | $5.00M | 0.0% |
| IMC-Chicago, LLC | $1.65M | 0.0% |
| Walleye Trading LLC | $746,756 | 0.0% |
Exited
| First Trust Advisors Lp | $3.01M | was 0.0% |
| Healthcare Of Ontario Pension… | $973,860 | was 0.0% |
| Nordea Investment Management… | $740,054 | was 0.0% |
| Squarepoint Ops LLC | $650,182 | was 0.0% |
| Corient Private Wealth LP | $619,176 | was 0.0% |
| Mitsubishi UFJ Asset… | $571,030 | was 0.0% |
| Ameriprise Financial Inc | $340,551 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 1 holders, 7.40K shares, $326 reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.