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Colonial Trust Advisors: AJG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Colonial Trust Advisors on AJG, newest first. How the timeline and the estimate are built.

Colonial Trust Advisors held 25,175 AJG shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 25,175 shares
    Change vs previous 13F +167 shares

    0.26% of the 13F portfolio, value $5,779,425.

    13F-HR 0001398344-26-013987 filed by Colonial Trust Co / SC
    Filed (acceptance time not in the bulk data set), ingested

    • Colonial Trust Advisors: 2,237 shares
    • Colonial Trust Co / SC: 22,938 shares

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 25,008 shares
    Change vs previous 13F +898 shares

    0.27% of the 13F portfolio, value $5,416,233.

    13F-HR 0001398344-26-009002 filed by Colonial Trust Co / SC
    Filed (acceptance time not in the bulk data set), ingested

    • Colonial Trust Advisors: 2,110 shares
    • Colonial Trust Co / SC: 22,898 shares

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 24,110 shares
    Change vs previous 13F +121 shares

    0.3% of the 13F portfolio, value $6,239,427.

    13F-HR 0001398344-26-002826 filed by Colonial Trust Co / SC
    Filed (acceptance time not in the bulk data set), ingested

    • Colonial Trust Advisors: 2,110 shares
    • Colonial Trust Co / SC: 22,000 shares

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 23,989 shares
    Change vs previous 13F +1 shares

    0.36% of the 13F portfolio, value $7,430,352.

    13F-HR 0001398344-25-020619 filed by Colonial Trust Co / SC
    Filed (acceptance time not in the bulk data set), ingested

    • Colonial Trust Advisors: 2,110 shares
    • Colonial Trust Co / SC: 21,879 shares

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 23,988 shares
    Change vs previous 13F -112 shares

    0.4% of the 13F portfolio, value $7,679,038.

    13F-HR 0001398344-25-015191 filed by Colonial Trust Co / SC
    Filed (acceptance time not in the bulk data set), ingested

    • Colonial Trust Advisors: 2,110 shares
    • Colonial Trust Co / SC: 21,878 shares

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 24,100 shares
    Change vs previous 13F -1 shares

    0.47% of the 13F portfolio, value $8,320,284.

    13F-HR 0001398344-25-009321 filed by Colonial Trust Co / SC
    Filed (acceptance time not in the bulk data set), ingested

    • Colonial Trust Advisors: 2,110 shares
    • Colonial Trust Co / SC: 21,990 shares

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 24,101 shares
    Change vs previous 13F -96 shares

    0.38% of the 13F portfolio, value $6,841,069.

    13F-HR 0001398344-25-002790 filed by Colonial Trust Co / SC
    Filed (acceptance time not in the bulk data set), ingested

    • Colonial Trust Advisors: 2,110 shares
    • Colonial Trust Co / SC: 21,991 shares

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 24,197 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $6,808,310.

    13F-HR 0001398344-24-020483 filed by Colonial Trust Co / SC
    Filed (acceptance time not in the bulk data set), ingested

    • Colonial Trust Advisors: 2,110 shares
    • Colonial Trust Co / SC: 22,087 shares

    Acceptance time not in the bulk data set (spec §4.2).