Root (ROOT) Cash & Current Investments (2019 - 2026)
Root (ROOT) posted Cash & Current Investments of $520.4 million for Q2 2026, down 19.3% from $644.9 million a year earlier and down 14.4% from the prior quarter.
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Analysis
Root (ROOT) Cash & Current Investments (2019 - 2026) Analysis & Trends
At the end of FY2025, Root's Cash & Current Investments came in at $669.3 million, up 9.0% from FY2024.
- Annual Cash & Current Investments shows a five-year compound annual growth rate of -9.7% (FY2020 to FY2025).
- In prior years, Root's Cash & Current Investments was $614.1 million in FY2024 (-9.6%), $679.6 million in FY2023 (-10.9%), $762.5 million in FY2022 (+8.0%) and $706 million in FY2021 (-36.7%).
- The Q2 2026 figure stands as the lowest quarterly Cash & Current Investments since Q3 2020.
- On a year-over-year basis, Cash & Current Investments increased in two of the last eight quarters, with an average decline of 3.6%.
- The strongest year-over-year quarter for Cash & Current Investments in the past five years was Q3 2021, with growth of 278.6%; the weakest was Q4 2021, with a decline of 36.7%.
- According to Business Quant data, Cash & Current Investments for the three prior quarters was $608 million (Q1 2026), $669.3 million (Q4 2025) and $653.3 million (Q3 2025).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Cash & Current Investments (Qtr) |
|---|---|---|---|---|---|
| 1 | Berkshire Hathaway | 1,079.16 Bn | -338.32 Bn | 55.86 Bn | 364.39 Bn |
| 2 | Chubb | 127.75 Bn | 79.80 Bn | 9.13 Bn | 13.77 Bn |
| 3 | Progressive | 122.68 Bn | 98.52 Bn | 9.04 Bn | 5.00 Bn |
| 4 | Marsh & Mclennan Companies | 82.15 Bn | 73.89 Bn | - | 1.70 Bn |
| 5 | Travelers Companies | 75.41 Bn | 51.66 Bn | 6.23 Bn | 4.58 Bn |
| 6 | Manulife Financial | 72.51 Bn | 73.72 Bn | - | - |
| 7 | Metlife | 60.18 Bn | -46.30 Bn | 7.82 Bn | 27.32 Bn |
| 8 | Arthur J. Gallagher | 59.45 Bn | 53.89 Bn | - | 1.39 Bn |
| 9 | Aon | 58.55 Bn | 51.79 Bn | - | 1.27 Bn |
| 10 | Root | 633.08 Mn | -1.82 Bn | - | 520.40 Mn |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 520.40 Mn |
| Mar 31, 2026 | 608.00 Mn |
| Dec 31, 2025 | 669.30 Mn |
| Sep 30, 2025 | 653.30 Mn |
| Jun 30, 2025 | 644.90 Mn |
| Mar 31, 2025 | 617.30 Mn |
| Dec 31, 2024 | 614.10 Mn |
| Sep 30, 2024 | 683.40 Mn |
| Jun 30, 2024 | 678.90 Mn |
| Mar 31, 2024 | 649.20 Mn |
| Dec 31, 2023 | 679.60 Mn |
| Sep 30, 2023 | 637.90 Mn |
| Jun 30, 2023 | 630.70 Mn |
| Mar 31, 2023 | 679.40 Mn |
| Dec 31, 2022 | 762.50 Mn |
| Sep 30, 2022 | 820.10 Mn |
| Jun 30, 2022 | 886.10 Mn |
| Mar 31, 2022 | 935.20 Mn |
| Dec 31, 2021 | 706.00 Mn |
| Sep 30, 2021 | 834.10 Mn |
API Access
Root Cash & Current Investments API
Pull this series into your own models, spreadsheets and apps with the Business Quant
Historical Metrics API. The request below matches the chart above — change the
frequency, period or values and it follows. Swap YOUR_API_KEY for your own key.
https://data.businessquant.com/historic?slug=cash-and-current-investments&ticker=ROOT&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "cash-and-current-investments", "ticker": "ROOT", "period": "max", "api_key": "YOUR_API_KEY"}
data = requests.get(url, params=params).json()const res = await fetch("https://data.businessquant.com/historic?slug=cash-and-current-investments&ticker=ROOT&period=max&api_key=YOUR_API_KEY");
const data = await res.json();