Position in TRUP
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$257,790
-$122,524 QoQ
Shares Held
10,066
-1.1% QoQ
Ownership
0.023%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in TRUP Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026EP Wealth Advisors, LLC holds $71,922,203 across 13 Insurance - Property & Casualty names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ALL |
Allstate Corp
|
195,664 | $46,556,292 | |
| 2 | TRV |
Travelers Companies, Inc.
|
38,042 | $12,558,425 | |
| 3 | CB |
Chubb Ltd
|
17,017 | $5,798,372 | |
| 4 | PGR |
Progressive Corp/Oh/
|
9,061 | $1,979,375 | |
| 5 | WRB |
Berkley W R Corp
|
16,943 | $1,194,989 | |
| 6 | MKL |
Markel Group Inc.
|
367 | $716,754 | |
| 7 | SIGI |
Selective Insurance Group Inc
|
5,808 | $563,434 | |
| 8 | UVE |
Universal Insurance Holdings, Inc.
|
13,482 | $557,615 |
All Filings in TRUP
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $257,790 | 10,066 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $380,314 | 10,177 | Shares | Sole | 2026-02-18 | |
| 2025-06-30 | $570,658 | 10,310 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $373,370 | 10,018 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $482,000 | 10,000 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $419,800 | 10,000 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $294,000 | 10,000 | Shares | Sole | 2024-08-19 | |
| No filing history on record for this holder in this stock. | ||||||