PARNASSUS INVESTMENTS, LLC

Position in BRO — Brown & Brown, Inc.

CIK 948669 San Francisco, CA

Position in BRO

as of Mar 31, 2026 · filed May 12, 2026 Compact

Position Value

$4,180,808

-$490,336,093 QoQ

Shares Held

64,113

-99.0% QoQ

Ownership

0.019%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2025

5 quarters on record

Voting authority Sole 87.15393133997786.ToString("F0")% Shared 0.ToString("F0")% None 12.846068660022148.ToString("F0")%

Financial Services · as of Mar 31, 2026

PARNASSUS INVESTMENTS, LLC holds $493,752,359 across 3 Insurance Brokers names. BRO ranks #3 (0.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MRSH	Marsh & Mclennan Companies, Inc.	2,210,439	$383,400,644
2	WTW	Willis Towers Watson PLC	365,225	$106,170,907
3	BRO	Brown & Brown, Inc. This page	64,113	$4,180,808

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$4,180,808	64,113	-99.0%	Shares	Sole	2026-05-12
2025-12-31	$494,516,901	6,204,729	-9.2%	Shares	Sole	2026-02-12
2025-09-30	$641,041,050	6,834,855	-2.6%	Shares	Sole	2025-10-24
2025-06-30	$777,988,094	7,017,120	-2.9%	Shares	Sole	2025-08-06
2025-03-31	$899,138,942	7,227,805	—	Shares	Sole	2025-05-15
No filing history on record for this holder in this stock.