Position in TRUP
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$2,903,018
-$284,120 QoQ
Shares Held
117,199
-5.8% QoQ
Ownership
0.267%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#36
of 198 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in TRUP Over Time
Shares Held
Position Value (USD)
Derivatives in TRUP
reported options exposure · as of Jun 30, 2020CallValue
$1,208,127
CallShares
28,300
PutValue
$1,208,127
PutShares
28,300
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026UBS Group AG holds $3,572,637,404 across 43 Insurance - Property & Casualty names. TRUP ranks #31 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
|
2,756,908 | $939,388,829 | |
| 2 | TRV |
Travelers Companies, Inc.
|
1,946,122 | $642,453,792 | |
| 3 | PGR |
Progressive Corp/Oh/
|
2,366,933 | $517,056,512 | |
| 4 | ALL |
Allstate Corp
|
1,538,436 | $366,055,460 | |
| 5 | WRB |
Berkley W R Corp
|
2,835,322 | $199,975,258 | |
| 6 | CINF |
Cincinnati Financial Corp
|
1,050,678 | $194,522,522 | |
| 7 | L |
Loews Corp
|
1,093,446 | $123,789,020 | |
| 8 | MKL |
Markel Group Inc.
|
44,268 | $86,455,845 |
All Filings in TRUP
Export CSV
28 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,903,018 | 117,199 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $3,187,138 | 124,449 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $3,963,050 | 106,049 | Shares | Defined | 2026-01-29 | |
| 2025-09-30 | $7,629,787 | 176,289 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $3,446,532 | 62,268 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $5,551,624 | 148,957 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $7,113,788 | 147,589 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $1,379,083 | 32,851 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $221,498 | 7,534 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $955,637 | 34,612 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $47,839 | 1,568 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $49,857 | 1,768 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $70,532 | 3,584 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $94,615 | 2,206 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $135,982 | 2,861 | Shares | Defined | 2023-02-08 | |
| 2022-09-30 | $125,813 | 2,117 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $124,075 | 2,059 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $393,642 | 4,417 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $2,322,539 | 17,591 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $123,961 | 1,596 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $426,100 | 3,702 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $1,099,328 | 14,425 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $2,549,942 | 21,301 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $889,597 | 11,275 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $1,208,127 | 28,300 | Put | Defined | 2020-07-31 | |
| 2020-06-30 | $333,921 | 7,822 | Shares | Defined | 2020-07-31 | |
| 2020-06-30 | $1,208,127 | 28,300 | Call | Defined | 2020-07-31 | |
| 2020-03-31 | $502,404 | 19,301 | Shares | Defined | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||