Root Inc./Oh Class AROOT

13F holders, Q2 2025 (June 30)
3holders
0new positions
0sold out
$126.67avg. 13F price*

At the end of Q2 2025, 3 institutions reported holding Root Inc./Oh Class A (ROOT) in their 13F filings, unchanged from Q1 2025. 0 opened new positions and 0 sold out. The largest holders were Trinity Financial Advisors LLC ($1.2M), West Oak Capital, LLC ($128) and Huntington National Bank ($1).

Company
Root Inc./Oh Class A
CUSIP
77664L108
Latest filing quarter
Q2 2026

History

Number of 13F holders

0123 Q1 2024: 2Q1 2024Q2 2024: 2Q2 2024Q3 2024: 2Q3 2024Q4 2024: 2Q4 2024Q1 2025: 3Q1 2025Q2 2025: 3Q2 2025Q3 2025: 2Q3 2025Q4 2025: 2Q4 2025Q1 2026: 2Q1 2026Q2 2026: 2Q2 2026

Total Exit/New Position Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions0$0
Exits0$0

Ownership 3 holders

Trinity Financial Advisors LLC 0.38% No change 9,730 $1.2M
West Oak Capital, LLC 0.00% No change 100 $128
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.