Colonial Trust Co / SC

Bank

Position in BRO — Brown & Brown, Inc.

CIK 1954093 SPARTANBURG, SC

Position in BRO

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

Position Value

$13,022

-$1,715 QoQ

Shares Held

203

-10.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#685

of 800 holders

Holding Since

Jun 2023

13 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Colonial Trust Co / SC holds $5,351,008 across 5 Insurance Brokers names. BRO ranks #3 (0.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AJG	Arthur J. Gallagher & Co.	22,938	$5,265,876
2	MRSH	Marsh & Mclennan Companies, Inc.	386	$64,334
3	BRO	Brown & Brown, Inc. This page	203	$13,022
4	AON	Aon plc	22	$7,297
5	ERIE	Erie Indemnity Co	2	$479

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$13,022	203	-10.2%	Shares	Sole	2026-08-11
2026-03-31	$14,737	226	+15.3%	Shares	Sole	2026-05-12
2025-12-31	$15,621	196	+50.8%	Shares	Sole	2026-02-12
2025-09-30	$12,192	130	-72.1%	Shares	Sole	2025-11-10
2025-06-30	$51,665	466	0.0%	Shares	Sole	2025-08-13
2025-03-31	$57,970	466	0.0%	Shares	Sole	2025-05-14
2024-12-31	$47,541	466	+1.3%	Shares	Sole	2025-02-14
2024-09-30	$47,656	460	+21.4%	Shares	Sole	2024-11-12
2024-06-30	$33,886	379	+982.9%	Shares	Sole	2024-08-14
2024-03-31	$3,063	35	0.0%	Shares	Sole	2024-05-14
2023-12-31	$2,488	35	0.0%	Shares	Sole	2024-02-14
2023-09-30	$2,444	35	+1650.0%	Shares	Sole	2023-11-13
2023-06-30	$137	2	—	Shares	Sole	2023-08-14
No filing history on record for this holder in this stock.