Position in TRUP
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$250,465
+$240,764 QoQ
Shares Held
9,780
+5974.5% QoQ
Ownership
0.022%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2020
9 quarters on record
Voting authority
Sole 3%
Shared 0%
None 97%
Common Shares in TRUP Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026CAPTRUST FINANCIAL ADVISORS holds $299,634,285 across 25 Insurance - Property & Casualty names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ORI |
Old Republic International Corp
|
2,758,825 | $112,891,119 | |
| 2 | MKL |
Markel Group Inc.
|
26,522 | $51,797,731 | |
| 3 | CB |
Chubb Ltd
|
90,743 | $30,919,769 | |
| 4 | ALL |
Allstate Corp
|
127,397 | $30,312,842 | |
| 5 | TRV |
Travelers Companies, Inc.
|
52,249 | $17,248,439 | |
| 6 | WRB |
Berkley W R Corp
|
243,134 | $17,148,241 | |
| 7 | PGR |
Progressive Corp/Oh/
|
28,537 | $6,233,907 | |
| 8 | CINF |
Cincinnati Financial Corp
|
26,910 | $4,982,117 |
All Filings in TRUP
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $250,465 | 9,780 | Shares | Sole | 2026-05-15 | |
| 2022-06-30 | $9,701 | 161 | Shares | Sole | 2022-08-23 | |
| 2022-03-31 | $79,584 | 893 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $44,890 | 340 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $21,281 | 274 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $30,961 | 269 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $18,442 | 242 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $117,914 | 985 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $81,345 | 1,031 | Shares | Sole | 2020-11-17 | |
| No filing history on record for this holder in this stock. | ||||||