Colonial Trust Advisors

Position in TRV — Travelers Companies, Inc.

CIK 1567993 SPARTANBURG, SC

Position in TRV

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

Position Value

$37,303

-$9,365 QoQ

Shares Held

113

-29.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#1,682

of 1,829 holders

Holding Since

Sep 2022

16 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Colonial Trust Advisors holds $313,400 across 6 Insurance - Property & Casualty names. TRV ranks #3 (11.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MKL	Markel Group Inc.	85	$166,005
2	PGR	Progressive Corp/Oh/	214	$46,748
3	TRV	Travelers Companies, Inc. This page	113	$37,303
4	ALL	Allstate Corp	105	$24,983
5	MCY	Mercury General Corp	200	$21,324
6	CB	Chubb Ltd	50	$17,037

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$37,303	113	-29.4%	Shares	Sole	2026-08-11
2026-03-31	$46,668	160	0.0%	Shares	Sole	2026-05-12
2025-12-31	$46,409	160	0.0%	Shares	Sole	2026-02-12
2025-09-30	$44,675	160	+41.6%	Shares	Sole	2025-11-10
2025-06-30	$30,232	113	-46.2%	Shares	Sole	2025-08-13
2025-03-31	$55,536	210	+0.5%	Shares	Sole	2025-05-14
2024-12-31	$50,346	209	0.0%	Shares	Sole	2025-02-13
2024-09-30	$48,931	209	+0.5%	Shares	Sole	2024-11-12
2024-06-30	$42,294	208	-26.2%	Shares	Sole	2024-08-14
2024-03-31	$64,899	282	+31.2%	Shares	Sole	2024-05-14
2023-12-31	$40,955	215	+726.9%	Shares	Sole	2024-02-14
2023-09-30	$4,246	26	-67.1%	Shares	Sole	2023-11-13
2023-06-30	$13,719	79	0.0%	Shares	Sole	2023-08-14
2023-03-31	$13,541	79	+3.9%	Shares	Sole	2023-05-11
2022-12-31	$14,249	76	0.0%	Shares	Sole	2023-02-14
2022-09-30	$11,643	76	—	Shares	Sole	2022-11-14
No filing history on record for this holder in this stock.