MML Investors Services
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MML Investors Services’s Root ROOT Stock Holding History

MML Investors Services’s Portfolio ROOT Stock Details ROOT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-4,380
Closed -$316K – 3151
2025
Q4 		$316K Sell
4,380
-9,255
-68% -$737K ﹤0.01% 2581
2025
Q3 		$1.22M Buy
13,635
+9,404
+222% +$986K ﹤0.01% 1595
2025
Q2 		$541K Buy
4,231
+1,214
+40% +$164K ﹤0.01% 2046
2025
Q1 		$403K Sell
3,017
-10,658
-78% -$1.22M ﹤0.01% 2128
2024
Q4 		$993K Buy
13,675
+6,058
+80% +$418K ﹤0.01% 1514
2024
Q3 		$288K Buy
+7,617
New +$393K ﹤0.01% 2218

Other funds holding ROOT

RMC
Ribbit Management Company Palo Alto, California $1.68B AUM 40.61% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
FCM
Findell Capital Management New York $341M AUM 135.6% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GP
Galileo PTC Road Town, Tortola, British Virgin Islands $1.11B AUM 39.05% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

MML Investors Services's ROOT Position: Q1 2026 in Review

MML Investors Services sold out of Root (ROOT) in Q1 2026, closing a stake of 4,380 shares — an estimated $316K sold.

MML Investors Services first reported a position in ROOT in Q3 2024 and held it in 6 quarters. The position peaked at $1.22M in Q3 2025. 149 funds tracked by Wall St. Rank hold ROOT as of Q1 2026.

  • MML Investors Services reported no remaining Root position as of Q1 2026 after selling out during the quarter.
  • MML Investors Services sold 4,380 Root shares in Q1 2026, an estimated $316K.
  • MML Investors Services first reported a position in Root in Q3 2024 and held it in 6 quarters.
  • MML Investors Services's Root position peaked at $1.22M in Q3 2025.
  • 149 funds tracked by Wall St. Rank held Root as of Q1 2026.

Based on MML Investors Services's 13F filing for Q1 2026, filed 4 May 2026.