Position in L
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$182,834
+$4,792 QoQ
Shares Held
1,615
-3.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#602
of 781 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in L Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026Colonial Trust Co / SC holds $1,696,405 across 13 Insurance - Property & Casualty names. L ranks #5 (10.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 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
|
608 | $207,169 | |
| 5 | L |
Loews Corp
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|
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 |
All Filings in L
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $182,834 | 1,615 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $178,042 | 1,668 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $175,657 | 1,668 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $167,450 | 1,668 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $152,888 | 1,668 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $171,687 | 1,868 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $166,077 | 1,961 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $146,953 | 1,859 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $138,493 | 1,853 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $145,071 | 1,853 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $128,950 | 1,853 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $117,313 | 1,853 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $109,437 | 1,843 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $106,930 | 1,843 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $107,502 | 1,843 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||