Steward Partners Investment Advisory, LLC
Position in TRUP — Trupanion, Inc.
CIK 1723397
STAMFORD, CT
Position in TRUP
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$304,720
-$11,051 QoQ
Shares Held
12,302
-0.2% QoQ
Ownership
0.028%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#108
of 197 holders
Holding Since
Mar 2021
22 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in TRUP Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026Steward Partners Investment Advisory, LLC holds $102,619,996 across 28 Insurance - Property & Casualty names. TRUP ranks #12 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
|
121,587 | $41,429,554 | |
| 2 | ALL |
Allstate Corp
|
138,442 | $32,940,889 | |
| 3 | PGR |
Progressive Corp/Oh/
|
33,131 | $7,237,466 | |
| 4 | TRV |
Travelers Companies, Inc.
|
21,555 | $7,115,736 | |
| 5 | MKL |
Markel Group Inc.
|
3,164 | $6,179,323 | |
| 6 | WRB |
Berkley W R Corp
|
29,364 | $2,071,042 | |
| 7 | KNSL |
Kinsale Capital Group, Inc.
|
5,461 | $1,801,092 | |
| 8 | CINF |
Cincinnati Financial Corp
|
5,016 | $928,662 |
All Filings in TRUP
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $304,720 | 12,302 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $315,771 | 12,330 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $460,772 | 12,330 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $544,462 | 12,580 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $694,919 | 12,555 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $467,924 | 12,555 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $569,001 | 11,805 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $440,999 | 10,505 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $455,847 | 15,505 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $345,263 | 12,505 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $136,837 | 4,485 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $53,298 | 1,890 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $37,195 | 1,890 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $93,929 | 2,190 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $104,090 | 2,190 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $130,151 | 2,190 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $134,620 | 2,234 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $139,472 | 1,565 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $684,311 | 5,183 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $323,262 | 4,162 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $575 | 5 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $33,532 | 440 | Shares | Sole | 2021-05-14 | |
| No filing history on record for this holder in this stock. | ||||||