Root Inc./Oh Class AROOT
13F holders, Q1 2025 (March 31)3holders +1
1new positions
0sold out
$119.21avg. 13F price*
At the end of Q1 2025, 3 institutions reported holding Root Inc./Oh Class A (ROOT) in their 13F filings, up 1 from Q4 2024. 1 opened new positions and 0 sold out. The largest holders were Trinity Financial Advisors LLC ($1.2M), West Oak Capital, LLC ($133) and Huntington National Bank ($1).
- Company
- Root Inc./Oh Class A
- CUSIP
- 77664L108
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $133 |
| Exits | 0 | $0 |
All 13F filers, Q4 2024 → Q1 2025: 100 shares bought, net +100 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 3 holders
| Trinity Financial Advisors LLC | 0.42% | No change | 9,730 | $1.2M |
| West Oak Capital, LLC | 0.00% | New | 100 | $133 |
| Huntington National Bank | 0.00% | No change | 1 | $1 |
"% of holder's portfolio" is ROOT's weight in each manager's 13F, not the share of Root Inc./Oh Class A the manager owns.