SouthState Corp’s Brown & Brown BRO Stock Holding History

SouthState Corp’s Portfolio BRO Stock Details BRO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$4.88K	Buy	76 +48	+171%	+$2.93K	﹤0.01%	804
2026 Q1	$1.83K	Sell	28 -9	-24%	-$649	﹤0.01%	914
2025 Q4	$2.95K	Buy	37 +2	+6%	+$167	﹤0.01%	904
2025 Q3	$3.28K	Sell	35 -131	-79%	-$12.8K	﹤0.01%	835
2025 Q2	$18.4K	Sell	166 -88	-35%	-$9.89K	﹤0.01%	677
2025 Q1	$31.6K	Buy	254 +166	+189%	+$18.5K	﹤0.01%	610
2024 Q4	$8.98K	Buy	+88	New	+$9.4K	﹤0.01%	506
2023 Q3	–	Sell	-125	Closed	-$8.61K	–	639
2023 Q2	$8.61K	Hold	125	–	–	﹤0.01%	481
2023 Q1	$7.18K	Sell	125 -100	-44%	-$5.75K	﹤0.01%	538
2022 Q4	$12.8K	Hold	225	–	–	﹤0.01%	530
2022 Q3	$14K	Hold	225	–	–	﹤0.01%	495
2022 Q2	$13K	Buy	+225	New	+$13.8K	﹤0.01%	551
2022 Q1	–	Sell	-55	Closed	-$4K	–	711
2021 Q4	$4K	Sell	55 -1,789	-97%	-$115K	﹤0.01%	640
2021 Q3	$102K	Buy	+1,844	New	+$103K	0.01%	294

Other funds holding BRO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

VLKIM

Van Lanschot Kempen Investment Management Amsterdam, Netherlands $13.1B AUM 19.56% 1-Year Est. Return

SouthState Corp's BRO Position: Q2 2026 in Review

SouthState Corp increased its Brown & Brown (BRO) stake by 171% in Q2 2026, buying an estimated $2.93K and bringing the position to 76 shares worth $4.88K. The position accounts for ﹤0.01% of the portfolio, ranked #804.

SouthState Corp first reported a position in BRO in Q3 2021 and has held it in 14 quarters since. The position peaked at $102K in Q3 2021. 800 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

SouthState Corp held 76 shares of Brown & Brown worth $4.88K as of Q2 2026.
SouthState Corp bought 48 Brown & Brown shares in Q2 2026, an estimated $2.93K.
Brown & Brown made up ﹤0.01% of SouthState Corp's portfolio in Q2 2026, its #804 holding.
SouthState Corp first reported a position in Brown & Brown in Q3 2021 and has held it in 14 quarters since.
SouthState Corp's Brown & Brown position peaked at $102K in Q3 2021.
800 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on SouthState Corp's 13F filing for Q2 2026, filed 6 Aug 2026.