Chevy Chase Trust
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Chevy Chase Trust’s Guidewire Software GWRE Stock Holding History

Chevy Chase Trust’s Portfolio GWRE Stock Details GWRE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-1,033
Closed -$208K – 648
2025
Q4 		$208K Hold
1,033
– – ﹤0.01% 632
2025
Q3 		$237K Buy
+1,033
New +$235K ﹤0.01% 616
2025
Q1 		– Sell
-1,873
Closed -$316K – 641
2024
Q4 		$316K Hold
1,873
– – ﹤0.01% 608
2024
Q3 		$343K Buy
+1,873
New +$284K ﹤0.01% 596

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VPM
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DCP
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VCM
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Massachusetts Financial Services
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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
ROIC
Route One Investment Company San Francisco, California $2.35B AUM 11.7% 1-Year Est. Return

Chevy Chase Trust's GWRE Position: Q1 2026 in Review

Chevy Chase Trust sold out of Guidewire Software (GWRE) in Q1 2026, closing a stake of 1,033 shares — an estimated $208K sold.

Chevy Chase Trust first reported a position in GWRE in Q3 2024 and held it in 4 quarters. The position peaked at $343K in Q3 2024. 593 funds tracked by Wall St. Rank hold GWRE as of Q1 2026.

  • Chevy Chase Trust reported no remaining Guidewire Software position as of Q1 2026 after selling out during the quarter.
  • Chevy Chase Trust sold 1,033 Guidewire Software shares in Q1 2026, an estimated $208K.
  • Chevy Chase Trust first reported a position in Guidewire Software in Q3 2024 and held it in 4 quarters.
  • Chevy Chase Trust's Guidewire Software position peaked at $343K in Q3 2024.
  • 593 funds tracked by Wall St. Rank held Guidewire Software as of Q1 2026.

Based on Chevy Chase Trust's 13F filing for Q1 2026, filed 15 May 2026.