Colonial Trust Advisors
Position in MRSH — Marsh & Mclennan Companies, Inc.
CIK 1567993
SPARTANBURG, SC
Position in MRSH
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$16,667
-$678 QoQ
Shares Held
100
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,364
of 1,500 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MRSH Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026Colonial Trust Advisors holds $736,155 across 4 Insurance Brokers names. MRSH ranks #3 (2.3% of the industry book) .
All Filings in MRSH
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $16,667 | 100 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $17,345 | 100 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $18,552 | 100 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $20,153 | 100 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $21,864 | 100 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $24,403 | 100 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $21,241 | 100 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $22,309 | 100 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $21,072 | 100 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $40,166 | 195 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $25,957 | 137 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $22,645 | 119 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $23,698 | 126 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $5,662 | 34 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $4,633 | 28 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||