CIBC Private Wealth Group’s Trupanion TRUP Stock Holding History

CIBC Private Wealth Group’s Portfolio TRUP Stock Details TRUP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$113K	Buy	3,025 +8	+0.3%	+$314	﹤0.01%	1451
2025 Q3	$131K	Hold	3,017	–	–	﹤0.01%	1368
2025 Q2	$167K	Hold	3,017	–	–	﹤0.01%	1194
2025 Q1	$99.3K	Hold	3,017	–	–	﹤0.01%	1360
2024 Q4	$141K	Hold	3,017	–	–	﹤0.01%	1300
2024 Q3	$127K	Hold	3,017	–	–	﹤0.01%	1385
2024 Q2	$87.5K	Sell	3,017 -32	-1%	-$847	﹤0.01%	1449
2024 Q1	$83.5K	Buy	+3,049	New	+$85.1K	﹤0.01%	1466
2022 Q2	–	Sell	-3,017	Closed	-$269K	–	1299
2022 Q1	$269K	Hold	3,017	–	–	﹤0.01%	874
2021 Q4	$398K	Hold	3,017	–	–	﹤0.01%	813
2021 Q3	$234K	Hold	3,017	–	–	﹤0.01%	868
2021 Q2	$347K	Hold	3,017	–	–	﹤0.01%	872
2021 Q1	$230K	Hold	3,017	–	–	﹤0.01%	966
2020 Q4	$361K	Hold	3,017	–	–	﹤0.01%	836
2020 Q3	$238K	Buy	+3,017	New	+$181K	﹤0.01%	821
2018 Q3	–	Sell	-2,400	Closed	-$93K	–	1665
2018 Q2	$93K	Buy	2,400 +480	+25%	+$14.9K	﹤0.01%	1043
2018 Q1	$57K	Hold	1,920	–	–	﹤0.01%	1133
2017 Q4	$56K	Buy	+1,920	New	+$56.5K	﹤0.01%	1160

Other funds holding TRUP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Aflac Inc Columbus, Georgia $92.6M AUM 53.83% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

PCH

Polar Capital Holdings London, United Kingdom $42.4B AUM 181.11% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CIBC Private Wealth Group's TRUP Position: Q4 2025 in Review

CIBC Private Wealth Group increased its Trupanion (TRUP) stake by 0.27% in Q4 2025, buying an estimated $314 and bringing the position to 3,025 shares worth $113K. The position accounts for ﹤0.01% of the portfolio, ranked #1451.

CIBC Private Wealth Group first reported a position in TRUP in Q4 2017 and has held it in 18 quarters since. The position peaked at $398K in Q4 2021. 214 funds tracked by Wall St. Rank hold TRUP as of Q4 2025.

CIBC Private Wealth Group held 3,025 shares of Trupanion worth $113K as of Q4 2025.
CIBC Private Wealth Group bought 8 Trupanion shares in Q4 2025, an estimated $314.
Trupanion made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #1451 holding.
CIBC Private Wealth Group first reported a position in Trupanion in Q4 2017 and has held it in 18 quarters since.
CIBC Private Wealth Group's Trupanion position peaked at $398K in Q4 2021.
214 funds tracked by Wall St. Rank held Trupanion as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.