Root shares owned by Summit Investment Advisors
Quarter-by-quarter ownership of Root (ROOT) shares owned by Summit Investment Advisors
from 13F filings
Historical chart of Summit Investment Advisors investment in Root
Tip: Access up to 7 years of quarterly data
All positions including Root held by Summit Investment Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Root by Summit Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $86k | 960 | 89.51 |
| 2025-06-30 | $139k | 1.1k | 127.97 |
| 2025-03-31 | $113k | 846 | 133.44 |
| 2024-12-31 | $61k | 846 | 72.59 |
| 2024-09-30 | $32k | 846 | 37.78 |
| 2024-06-30 | $44k | 846 | 51.61 |
| 2023-03-31 | $2.6k | 581 | 4.51 |
| 2022-12-31 | $3.1k | 581 | 5.38 |
| 2022-09-30 | $4.0k | 581 | 6.88 |
More positions owned by Summit Investment Advisors
View all positions for Summit Investment Advisors