ROOT
Root, Inc. · Financial Services · Insurance - Property & Casualty
Momentum inputs (comparable managers): holder breadth 0.0% · share flow -11.5% · net new positions 0.0% — formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2024
| 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 | D. E. Shaw & Co. ✦ | 312.43K | +13.0% | $22.68M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | D. E. Shaw & Co. ✦ | 312.43K | +13.0% | $22.68M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Renaissance Technologies ✦ | 263.51K | +41.8% | $19.13M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Geode Capital Management ✦ (passive) | 190.65K | +0.1% | $13.84M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Geode Capital Management ✦ (passive) | 190.65K | +0.1% | $13.84M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Citadel Advisors ✦ | 188.54K | -2.2% | $13.69M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | Citadel Advisors ✦ | 188.54K | -2.2% | $13.69M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | State Street Global Advisors ✦ (passive) | 186.00K | — | $13.50M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Marshall Wace ✦ | 60.18K | -79.4% | $4.37M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Marshall Wace ✦ | 60.18K | -79.4% | $4.37M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Marshall Wace ✦ | 60.18K | -79.4% | $4.37M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Millennium Management ✦ | 20.05K | -22.6% | $1.46M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Two Sigma Investments ✦ | 8.54K | -39.2% | $619,556 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | T. Rowe Price ✦ | 5.74K | New | $417,000 | 0.0% | New | 1 | SEC ↗ |
| 15 | AQR Capital Management ✦ | 4.60K | -82.4% | $334,131 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | AQR Capital Management ✦ | 4.60K | -82.4% | $334,131 | 0.0% | ▼ Trim | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| T. Rowe Price | $417,000 | 0.0% |
Exited
| Point72 Asset Management | $427,826 | 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.