Chevy Chase Trust’s Brown & Brown BRO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16.4M | Buy |
147,924
+23,458
| +19% | +$2.6M | 0.05% | 298 |
|
|
2025
Q1 | $15.5M | Sell |
124,466
-83
| -0.1% | -$10.3K | 0.05% | 304 |
|
|
2024
Q4 | $12.7M | Sell |
124,549
-2,395
| -2% | -$244K | 0.04% | 356 |
|
|
2024
Q3 | $13.2M | Sell |
126,944
-2,301
| -2% | -$238K | 0.04% | 358 |
|
|
2024
Q2 | $11.6M | Sell |
129,245
-1,541
| -1% | -$138K | 0.04% | 357 |
|
|
2024
Q1 | $11.4M | Sell |
130,786
-1,166
| -0.9% | -$102K | 0.04% | 371 |
|
|
2023
Q4 | $9.38M | Sell |
131,952
-366
| -0.3% | -$26K | 0.03% | 406 |
|
|
2023
Q3 | $9.24M | Sell |
132,318
-3,117
| -2% | -$218K | 0.04% | 375 |
|
|
2023
Q2 | $9.32M | Sell |
135,435
-1,160
| -0.8% | -$79.9K | 0.03% | 390 |
|
|
2023
Q1 | $7.84M | Buy |
136,595
+888
| +0.7% | +$51K | 0.03% | 428 |
|
|
2022
Q4 | $7.73M | Sell |
135,707
-7,945
| -6% | -$453K | 0.03% | 424 |
|
|
2022
Q3 | $8.69M | Buy |
143,652
+1,664
| +1% | +$101K | 0.04% | 392 |
|
|
2022
Q2 | $8.28M | Buy |
141,988
+515
| +0.4% | +$30K | 0.03% | 420 |
|
|
2022
Q1 | $10.2M | Buy |
141,473
+388
| +0.3% | +$28K | 0.04% | 405 |
|
|
2021
Q4 | $9.92M | Sell |
141,085
-2,928
| -2% | -$206K | 0.03% | 419 |
|
|
2021
Q3 | $7.99M | Buy |
+144,013
| New | +$7.99M | 0.03% | 448 |
|