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Trinity Financial Advisors LLC

Position in ROOT — Root, Inc.

CIK 1809574 COLUMBUS, OH

Position in ROOT

as of Mar 31, 2026 · filed Apr 7, 2026
Position Value
$1,412,733
-$898,338 QoQ
Shares Held
31,984
-0.0% QoQ
Ownership
0.206%
of shares outstanding
% of Portfolio
0.95%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Jun 2021
19 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in ROOT Over Time

Shares Held

Position Value (USD)

All Filings in ROOT

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19 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $1,412,733 31,984
2025-12-31 $2,311,071 31,996
2025-09-30 $871,648 9,738
2025-06-30 $1,245,148 9,730
2025-03-31 $1,298,371 9,730
2024-12-31 $706,300 9,730
2024-09-30 $375,344 9,935
2024-06-30 $512,745 9,935
2024-03-31 $617,396 10,108
2023-12-31 $105,931 10,108
2023-09-30 $96,127 10,108
2023-03-31 $45,961 10,191
2022-12-31 $46,264 10,304
2022-09-30 $82,803 10,508
2022-06-30 $227,184 190,911
2022-03-31 $373,336 189,511
2021-12-31 $575,332 185,591
2021-09-30 $979,303 185,826
2021-06-30 $1,949,233 180,151