Position in SLDE
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$333,473
New position
Shares Held
17,216
first reported quarter
Ownership
0.015%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#157
of 216 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026Diversified Trust Co holds $30,615,832 across 13 Insurance - Property & Casualty names. SLDE ranks #12 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
|
51,950 | $17,701,442 | |
| 2 | KNSL |
Kinsale Capital Group, Inc.
|
8,519 | $2,809,651 | |
| 3 | TRV |
Travelers Companies, Inc.
|
4,521 | $1,492,472 | |
| 4 | PGR |
Progressive Corp/Oh/
|
6,089 | $1,330,142 | |
| 5 | MCY |
Mercury General Corp
|
10,983 | $1,171,007 | |
| 6 | SKWD |
Skyward Specialty Insurance Group, Inc.
|
20,000 | $1,167,000 | |
| 7 | AFG |
American Financial Group Inc
|
8,181 | $1,144,849 | |
| 8 | PLMR |
Palomar Holdings, Inc.
|
8,332 | $1,053,081 |
All Filings in SLDE
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $333,473 | 17,216 | Shares | Sole | 2026-07-17 | |
| No filing history on record for this holder in this stock. | ||||||