Colonial Trust Co / SC
BankPosition in MRSH — Marsh & Mclennan Companies, Inc.
CIK 1954093
SPARTANBURG, SC
Position in MRSH
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$64,334
-$35,573 QoQ
Shares Held
386
-33.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,265
of 1,495 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 Co / SC holds $5,351,008 across 5 Insurance Brokers names. MRSH ranks #2 (1.2% 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 | $64,334 | 386 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $99,907 | 576 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $103,891 | 560 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $298,667 | 1,482 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $325,773 | 1,490 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $330,904 | 1,356 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $283,567 | 1,335 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $254,768 | 1,142 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $248,017 | 1,177 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $209,069 | 1,015 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $227,742 | 1,202 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $294,774 | 1,549 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $280,239 | 1,490 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $248,159 | 1,490 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $51,629 | 312 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||