Parnassus Investments
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Parnassus Investments’s Brown & Brown BRO Stock Holding History

Parnassus Investments’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 		– Sell
-64,113
Closed -$4.18M – 140
2026
Q1 		$4.18M Sell
64,113
-6,140,616
-99% -$443M 0.01% 121
2025
Q4 		$495M Sell
6,204,729
-630,126
-9% -$52.6M 1.28% 30
2025
Q3 		$641M Sell
6,834,855
-182,265
-3% -$17.8M 1.48% 28
2025
Q2 		$778M Sell
7,017,120
-210,685
-3% -$23.7M 1.79% 18
2025
Q1 		$899M Buy
+7,227,805
New +$808M 2.16% 15

Other funds holding BRO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Geode Capital Management
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

Parnassus Investments's BRO Position: Q2 2026 in Review

Parnassus Investments sold out of Brown & Brown (BRO) in Q2 2026, closing a stake of 64,113 shares — an estimated $4.18M sold.

Parnassus Investments first reported a position in BRO in Q1 2025 and held it in 5 quarters. The position peaked at $899M in Q1 2025. 805 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

  • Parnassus Investments reported no remaining Brown & Brown position as of Q2 2026 after selling out during the quarter.
  • Parnassus Investments sold 64,113 Brown & Brown shares in Q2 2026, an estimated $4.18M.
  • Parnassus Investments first reported a position in Brown & Brown in Q1 2025 and held it in 5 quarters.
  • Parnassus Investments's Brown & Brown position peaked at $899M in Q1 2025.
  • 805 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on Parnassus Investments's 13F filing for Q2 2026, filed 29 Jul 2026.