Chevy Chase Trust’s Brown & Brown BRO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$16.4M Buy
2025
Q1
$15.5M Sell
2024
Q4
$12.7M Sell
2024
Q3
$13.2M Sell
2024
Q2
$11.6M Sell
2024
Q1
$11.4M Sell
2023
Q4
$9.38M Sell
2023
Q3
$9.24M Sell
2023
Q2
$9.32M Sell
2023
Q1
$7.84M Buy
2022
Q4
$7.73M Sell
2022
Q3
$8.69M Buy
2022
Q2
$8.28M Buy
2022
Q1
$10.2M Buy
2021
Q4
$9.91M Sell
2021
Q3
$7.99M Buy