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
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

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BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $18.8B AUM 17.33% 1-Year Est. Return