Chevy Chase Trust
BRO icon

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

Chevy Chase Trust’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 		$9.14M Sell
142,441
-3,286
-2% -$200K 0.02% 425
2026
Q1 		$9.5M Sell
145,727
-4,639
-3% -$334K 0.03% 405
2025
Q4 		$12M Buy
150,366
+834
+0.6% +$69.6K 0.03% 371
2025
Q3 		$14M Buy
149,532
+1,608
+1% +$157K 0.04% 338
2025
Q2 		$16.4M Buy
147,924
+23,458
+19% +$2.64M 0.05% 298
2025
Q1 		$15.5M Sell
124,466
-83
-0.1% -$9.27K 0.05% 304
2024
Q4 		$12.7M Sell
124,549
-2,395
-2% -$256K 0.04% 356
2024
Q3 		$13.2M Sell
126,944
-2,301
-2% -$229K 0.04% 358
2024
Q2 		$11.6M Sell
129,245
-1,541
-1% -$134K 0.04% 357
2024
Q1 		$11.4M Sell
130,786
-1,166
-0.9% -$93.7K 0.04% 371
2023
Q4 		$9.38M Sell
131,952
-366
-0.3% -$26.2K 0.03% 406
2023
Q3 		$9.24M Sell
132,318
-3,117
-2% -$222K 0.04% 375
2023
Q2 		$9.32M Sell
135,435
-1,160
-0.8% -$73.8K 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% -$465K 0.03% 424
2022
Q3 		$8.69M Buy
143,652
+1,664
+1% +$105K 0.04% 392
2022
Q2 		$8.28M Buy
141,988
+515
+0.4% +$31.6K 0.03% 420
2022
Q1 		$10.2M Buy
141,473
+388
+0.3% +$26K 0.04% 405
2021
Q4 		$9.91M Sell
141,085
-2,928
-2% -$189K 0.03% 419
2021
Q3 		$7.99M Buy
+144,013
New +$8.03M 0.03% 448

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

Chevy Chase Trust's BRO Position: Q2 2026 in Review

Chevy Chase Trust reduced its Brown & Brown (BRO) stake by 2.3% in Q2 2026, selling an estimated $200K and leaving 142,441 shares worth $9.14M. The position accounts for 0.02% of the portfolio, ranked #425.

Chevy Chase Trust first reported a position in BRO in Q3 2021 and has held it in 20 quarters since. The position peaked at $16.4M in Q2 2025. 805 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

  • Chevy Chase Trust held 142,441 shares of Brown & Brown worth $9.14M as of Q2 2026.
  • Chevy Chase Trust sold 3,286 Brown & Brown shares in Q2 2026, an estimated $200K.
  • Brown & Brown made up 0.02% of Chevy Chase Trust's portfolio in Q2 2026, its #425 holding.
  • Chevy Chase Trust first reported a position in Brown & Brown in Q3 2021 and has held it in 20 quarters since.
  • Chevy Chase Trust's Brown & Brown position peaked at $16.4M in Q2 2025.
  • 805 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on Chevy Chase Trust's 13F filing for Q2 2026, filed 14 Aug 2026.