IFWM
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Institute for Wealth Management’s Trupanion TRUP Stock Holding History

Institute for Wealth Management’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
2026
Q2 		$35.9K Buy
+1,450
New +$35.2K ﹤0.01% 967

Other funds holding TRUP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AI
Aflac Inc Columbus, Georgia $92.6M AUM 53.83% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
KAM
Kopion Asset Management Mckinney, Texas $158M AUM 11.93% 1-Year Est. Return
HP
Hosking Partners London, United Kingdom $3.01B AUM 83.99% 1-Year Est. Return
RH
RenaissanceRe Holdings Pembroke, Bermuda $421M AUM 4.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Institute for Wealth Management's TRUP Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Trupanion (TRUP) in Q2 2026: 1,450 shares worth $35.9K. The stake represents ﹤0.01% of the portfolio and ranks #967 among its holdings.

74 funds tracked by Wall St. Rank hold TRUP as of Q2 2026.

  • Institute for Wealth Management held 1,450 shares of Trupanion worth $35.9K as of Q2 2026.
  • Trupanion was a new Institute for Wealth Management position in Q2 2026.
  • Trupanion made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #967 holding.
  • 74 funds tracked by Wall St. Rank held Trupanion as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.