HENNESSY ADVISORS INC

Position in ROOT — Root, Inc.

CIK 1145255 NOVATO, CA

Position in ROOT

as of Mar 31, 2026 · filed Apr 21, 2026 Compact

Position Value

$2,080,495

-$1,437,250 QoQ

Shares Held

47,102

-3.3% QoQ

Ownership

0.304%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2025

4 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

HENNESSY ADVISORS INC holds $11,783,409 across 4 Insurance - Property & Casualty names.

#	Ticker	Company	Shares	Value (USD)
1	ALL	Allstate Corp	13,300	$3,164,602
2	TRV	Travelers Companies, Inc.	9,500	$3,136,140
3	PGR	Progressive Corp/Oh/	12,700	$2,774,315
4	WRB	Berkley W R Corp	38,400	$2,708,352

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$2,080,495	47,102	-3.3%	Shares	Sole	2026-04-21
2025-12-31	$3,517,745	48,702	-6.2%	Shares	Sole	2026-01-27
2025-09-30	$4,645,748	51,902	-7.3%	Shares	Sole	2025-10-20
2025-06-30	$7,166,575	56,002	—	Shares	Sole	2025-07-21
No filing history on record for this holder in this stock.