Trinity Financial Advisors LLC

Position in ROOT — Root, Inc.

CIK 1809574 COLUMBUS, OH

Position in ROOT

as of Jun 30, 2026 · filed Jul 6, 2026 Compact

Position Value

$1,788,545

+$375,812 QoQ

Shares Held

31,984

0.0% QoQ

Ownership

0.206%

of shares outstanding

% of Portfolio

0.46%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2021

20 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Trinity Financial Advisors LLC holds $1,788,545 across 1 Insurance - Property & Casualty name. ROOT ranks #1 (100.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	ROOT	Root, Inc. This page	31,984	$1,788,545

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,788,545	31,984	0.0%	Shares	Sole	2026-07-06
2026-03-31	$1,412,733	31,984	-0.0%	Shares	Sole	2026-04-07
2025-12-31	$2,311,071	31,996	+228.6%	Shares	Sole	2026-01-13
2025-09-30	$871,648	9,738	+0.1%	Shares	Sole	2025-10-07
2025-06-30	$1,245,148	9,730	0.0%	Shares	Sole	2025-07-03
2025-03-31	$1,298,371	9,730	0.0%	Shares	Sole	2025-05-19
2024-12-31	$706,300	9,730	-2.1%	Shares	Sole	2025-01-10
2024-09-30	$375,344	9,935	0.0%	Shares	Sole	2024-10-03
2024-06-30	$512,745	9,935	-1.7%	Shares	Sole	2024-07-11
2024-03-31	$617,396	10,108	0.0%	Shares	Sole	2024-04-17
2023-12-31	$105,931	10,108	0.0%	Shares	Sole	2024-02-06
2023-09-30	$96,127	10,108	-0.8%	Shares	Sole	2023-10-18
2023-03-31	$45,961	10,191	-1.1%	Shares	Sole	2023-04-10
2022-12-31	$46,264	10,304	-1.9%	Shares	Sole	2023-01-23
2022-09-30	$82,803	10,508	-94.5%	Shares	Sole	2022-10-25
2022-06-30	$227,184	190,911	+0.7%	Shares	Sole	2022-07-22
2022-03-31	$373,336	189,511	+2.1%	Shares	Sole	2022-04-27
2021-12-31	$575,332	185,591	-0.1%	Shares	Sole	2022-01-18
2021-09-30	$979,303	185,826	+3.2%	Shares	Sole	2021-10-21
2021-06-30	$1,949,233	180,151	—	Shares	Sole	2021-10-20
No filing history on record for this holder in this stock.