Position in BRO
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$4,875
+$3,050 QoQ
Shares Held
76
+171.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#733
of 800 holders
Holding Since
Sep 2021
14 quarters on record
Voting authority
Sole 63%
Shared 0%
None 37%
Common Shares in BRO Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026SouthState Bank Corp holds $90,970 across 7 Insurance Brokers names. BRO ranks #5 (5.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
274 | $45,667 | |
| 2 | CRVL |
Corvel Corp
|
300 | $18,756 | |
| 3 | AON |
Aon plc
|
38 | $12,604 | |
| 4 | AJG |
Arthur J. Gallagher & Co.
|
34 | $7,805 | |
| 5 | BRO |
Brown & Brown, Inc.
This page
|
76 | $4,875 | |
| 6 | WTW |
Willis Towers Watson PLC
|
3 | $784 | |
| 7 | ERIE |
Erie Indemnity Co
|
2 | $479 |
All Filings in BRO
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,875 | 76 | Shares | Defined | 2026-08-06 | |
| 2026-03-31 | $1,825 | 28 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $2,948 | 37 | Shares | Defined | 2026-02-11 | |
| 2025-09-30 | $3,282 | 35 | Shares | Defined | 2025-11-05 | |
| 2025-06-30 | $18,404 | 166 | Shares | Defined | 2025-08-06 | |
| 2025-03-31 | $31,597 | 254 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $8,977 | 88 | Shares | Defined | 2025-02-10 | |
| 2023-06-30 | $8,605 | 125 | Shares | Defined | 2023-08-08 | |
| 2023-03-31 | $7,177 | 125 | Shares | Defined | 2023-05-08 | |
| 2022-12-31 | $12,818 | 225 | Shares | Defined | 2023-02-10 | |
| 2022-09-30 | $13,608 | 225 | Shares | Defined | 2022-11-07 | |
| 2022-06-30 | $13,126 | 225 | Shares | Defined | 2022-08-05 | |
| 2021-12-31 | $3,865 | 55 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $102,249 | 1,844 | Shares | Defined | 2021-11-10 | |
| No filing history on record for this holder in this stock. | ||||||