KELLEHER FINANCIAL ADVISORS

Position in TRUP — Trupanion, Inc.

CIK 1507971 NEW YORK, NY

Position in TRUP

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$42,109

-$1,428 QoQ

Shares Held

1,700

0.0% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#137

of 197 holders

Holding Since

Dec 2021

5 quarters on record

Financial Services · as of Jun 30, 2026

KELLEHER FINANCIAL ADVISORS holds $453,169 across 7 Insurance - Property & Casualty names. TRUP ranks #3 (9.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PGR	Progressive Corp/Oh/	1,127	$246,193
2	MKL	Markel Group Inc.	40	$78,120
3	TRUP	Trupanion, Inc. This page	1,700	$42,109
4	CB	Chubb Ltd	101	$34,414
5	ALL	Allstate Corp	119	$28,314
6	TRV	Travelers Companies, Inc.	63	$20,797
7	AIZ	Assurant, Inc.	12	$3,222

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$42,109	1,700	0.0%	Shares	Sole	2026-08-06
2026-03-31	$43,537	1,700	0.0%	Shares	Sole	2026-05-08
2025-12-31	$63,529	1,700	0.0%	Shares	Sole	2026-01-20
2025-09-30	$73,576	1,700	0.0%	Shares	Sole	2025-11-14
2021-12-31	$224,451	1,700	—	Shares	Sole	2022-02-15
No filing history on record for this holder in this stock.