Colonial Trust Co / SC

Bank

Position in WRB — Berkley W R Corp

CIK 1954093 SPARTANBURG, SC

Position in WRB

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

Position Value

$22,922

-$474 QoQ

Shares Held

325

-7.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#811

of 947 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Colonial Trust Co / SC holds $1,696,405 across 13 Insurance - Property & Casualty names. WRB ranks #8 (1.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
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	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 This page	325	$22,922

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$22,922	325	-7.9%	Shares	Sole	2026-08-11
2026-03-31	$23,396	353	-42.2%	Shares	Sole	2026-05-12
2025-12-31	$42,843	611	-9.1%	Shares	Sole	2026-02-12
2025-09-30	$51,488	672	+0.9%	Shares	Sole	2025-11-10
2025-06-30	$48,931	666	0.0%	Shares	Sole	2025-08-13
2025-03-31	$47,392	666	-19.0%	Shares	Sole	2025-05-14
2024-12-31	$48,103	822	+79.9%	Shares	Sole	2025-02-14
2024-09-30	$25,925	457	+144.4%	Shares	Sole	2024-11-12
2024-06-30	$14,694	187	0.0%	Shares	Sole	2024-08-14
2024-03-31	$16,538	187	0.0%	Shares	Sole	2024-05-14
2023-12-31	$13,224	187	+19.9%	Shares	Sole	2024-02-14
2023-09-30	$9,904	156	0.0%	Shares	Sole	2023-11-13
2023-06-30	$9,291	156	0.0%	Shares	Sole	2023-08-14
2023-03-31	$9,712	156	0.0%	Shares	Sole	2023-05-11
2022-12-31	$11,320	156	—	Shares	Sole	2023-02-14
No filing history on record for this holder in this stock.