Position in TRUP
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$247
+$51 QoQ
Shares Held
10
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#185
of 197 holders
Holding Since
Dec 2020
12 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, 2026Clearstead Advisors, LLC holds $47,715,990 across 41 Insurance - Property & Casualty names. TRUP ranks #32 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PGR |
Progressive Corp/Oh/
|
88,432 | $19,317,970 | |
| 2 | CINF |
Cincinnati Financial Corp
|
68,410 | $12,665,427 | |
| 3 | CB |
Chubb Ltd
|
13,387 | $4,561,486 | |
| 4 | ALL |
Allstate Corp
|
14,863 | $3,536,502 | |
| 5 | TRV |
Travelers Companies, Inc.
|
9,273 | $3,061,202 | |
| 6 | KNSL |
Kinsale Capital Group, Inc.
|
4,921 | $1,622,995 | |
| 7 | MKL |
Markel Group Inc.
|
639 | $1,247,973 | |
| 8 | AIZ |
Assurant, Inc.
|
2,199 | $590,497 |
All Filings in TRUP
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $247 | 10 | Shares | Sole | 2026-08-06 | |
| 2023-06-30 | $196 | 10 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $428 | 10 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $475 | 10 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $594 | 10 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $602 | 10 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $3,386 | 38 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $1,320 | 10 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $776 | 10 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,151 | 10 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $762 | 10 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $1,197 | 10 | Shares | Sole | 2021-02-11 | |
| No filing history on record for this holder in this stock. | ||||||