Root (ROOT) Long-Term Investments (2019 - 2026)
Root's Long-Term Investments was $517.1 million in Q2 2026, up 58.1% from $327.1 million a year earlier and up 9.7% from the prior quarter.
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Analysis
Root (ROOT) Long-Term Investments (2019 - 2026) Analysis & Trends
At the end of FY2025, Long-Term Investments at Root came in at $391.4 million, up 25.8% from FY2024.
- Long-Term Investments has now increased for three consecutive years, with a five-year compound annual growth rate of 11.8% (FY2020 to FY2025).
- In earlier years, Long-Term Investments was $311.2 million in FY2024 (+81.8%), $171.2 million in FY2023 (+28.5%), $133.2 million in FY2022 (-1.0%) and $134.6 million in FY2021 (-40.0%).
- The Q2 2026 figure marks the highest quarterly Long-Term Investments in data going back to Q4 2019.
- Compared with a year earlier, Long-Term Investments has increased for 13 straight quarters, with growth averaging 48.4% over the last eight quarters.
- The best year-over-year quarter for Long-Term Investments over five years was Q4 2024 (growth of 81.8%); the worst was Q3 2021 (a decline of 40.5%).
- Per Business Quant data, ROOT's Long-Term Investments in the three quarters before Q2 2026 was $471.5 million (Q1 2026), $391.4 million (Q4 2025) and $362.2 million (Q3 2025).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Long-Term Investments (Qtr) |
|---|---|---|---|---|---|
| 1 | Berkshire Hathaway | 1,073.91 Bn | -343.57 Bn | 55.86 Bn | 19.95 Bn |
| 2 | Chubb | 125.44 Bn | 77.50 Bn | 9.13 Bn | 172.65 Bn |
| 3 | Progressive | 120.54 Bn | 96.37 Bn | 9.04 Bn | 97.22 Bn |
| 4 | Marsh & Mclennan Companies | 81.59 Bn | 73.34 Bn | - | - |
| 5 | Travelers Companies | 74.40 Bn | 50.64 Bn | 6.23 Bn | 103.18 Bn |
| 6 | Manulife Financial | 72.53 Bn | 73.74 Bn | - | - |
| 7 | Metlife | 60.06 Bn | -46.42 Bn | 7.82 Bn | 482.56 Bn |
| 8 | Aon | 58.71 Bn | 51.95 Bn | - | - |
| 9 | Arthur J. Gallagher | 58.49 Bn | 52.93 Bn | - | - |
| 10 | Root | 631.71 Mn | -1.82 Bn | - | 517.10 Mn |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 517.10 Mn |
| Mar 31, 2026 | 471.50 Mn |
| Dec 31, 2025 | 391.40 Mn |
| Sep 30, 2025 | 362.20 Mn |
| Jun 30, 2025 | 327.10 Mn |
| Mar 31, 2025 | 325.20 Mn |
| Dec 31, 2024 | 311.20 Mn |
| Sep 30, 2024 | 279.20 Mn |
| Jun 30, 2024 | 239.90 Mn |
| Mar 31, 2024 | 220.40 Mn |
| Dec 31, 2023 | 171.20 Mn |
| Sep 30, 2023 | 171.50 Mn |
| Jun 30, 2023 | 167.10 Mn |
| Mar 31, 2023 | 130.90 Mn |
| Dec 31, 2022 | 133.20 Mn |
| Sep 30, 2022 | 124.50 Mn |
| Jun 30, 2022 | 125.20 Mn |
| Mar 31, 2022 | 134.00 Mn |
| Dec 31, 2021 | 134.60 Mn |
| Sep 30, 2021 | 132.10 Mn |
API Access
Root Long-Term 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=long-term-investments&ticker=ROOT&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "long-term-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=long-term-investments&ticker=ROOT&period=max&api_key=YOUR_API_KEY");
const data = await res.json();