Colonial Trust Co / SC

Bank

Position in CB — Chubb Ltd

CIK 1954093 SPARTANBURG, SC

Position in CB

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$207,169

+$11,937 QoQ

Shares Held

608

+1.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#1,814

of 2,131 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Colonial Trust Co / SC holds $1,696,405 across 13 Insurance - Property & Casualty names. CB ranks #4 (12.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TRV	Travelers Companies, Inc.	1,313	$433,447
2	ALL	Allstate Corp	1,496	$355,958
3	PGR	Progressive Corp/Oh/	1,037	$226,532
4	CB	Chubb Ltd This page	608	$207,169
5	L	Loews Corp	1,615	$182,834
6	CINF	Cincinnati Financial Corp	639	$118,304
7	MKL	Markel Group Inc.	43	$83,979
8	WRB	Berkley W R Corp	325	$22,922

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$207,169	608	+1.5%	Shares	Sole	2026-08-11
2026-03-31	$195,232	599	-1.2%	Shares	Sole	2026-05-12
2025-12-31	$189,144	606	-0.2%	Shares	Sole	2026-02-12
2025-09-30	$171,325	607	0.0%	Shares	Sole	2025-11-10
2025-06-30	$175,860	607	+0.2%	Shares	Sole	2025-08-13
2025-03-31	$183,005	606	-20.7%	Shares	Sole	2025-05-14
2024-12-31	$211,093	764	+41.2%	Shares	Sole	2025-02-14
2024-09-30	$156,018	541	+189.3%	Shares	Sole	2024-11-12
2024-06-30	$47,699	187	+17.6%	Shares	Sole	2024-08-14
2024-03-31	$41,201	159	-79.3%	Shares	Sole	2024-05-14
2023-12-31	$173,568	768	-3.5%	Shares	Sole	2024-02-14
2023-09-30	$165,711	796	-9.8%	Shares	Sole	2023-11-13
2023-06-30	$169,837	882	-50.1%	Shares	Sole	2023-08-14
2023-03-31	$343,116	1,767	+174.0%	Shares	Sole	2023-05-11
2022-12-31	$142,287	645	—	Shares	Sole	2023-02-14
No filing history on record for this holder in this stock.