CHRW β€” C H ROBINSON WORLDWIDE INC

Ownership history in HENNESSY ADVISORS INC  Β·  14 quarters on record

AI Ownership Summary

HENNESSY ADVISORS INC reported C H ROBINSON WORLDWIDE INC (CHRW) in 14 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 1.81% in 2025 Q4. The latest visible filing shows CHRW at 1.81% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this CHRW ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was HENNESSY ADVISORS INC's position in C H ROBINSON WORLDWIDE INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

CHRW was reported at 1.81% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.81% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How HENNESSY ADVISORS INC held CHRW β€” position size vs. price
% of Fund (quarterly)    CHRW price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 318,100 -17,700 -5.3% 1.81% $51.1M 2026-02-14 (Est.) $175.41
2025 Q3 ADDED 335,800 +309,800 +1191.5% 1.53% $44.5M 2025-10-20 $126.52
2023 Q4 UNCHANGED 26,000 β€” 0% 0.17% $2.2M 2024-01-18 $81.21
11 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding CHRW

As of 2026 Q1 β€” sorted by position size

Laurus Global Equity Management Inc. 3Y 6.08%

FAQ About HENNESSY ADVISORS INC and CHRW

These are the practical questions this page is built to answer before you even open the full history table.

How long has HENNESSY ADVISORS INC reported owning CHRW?

HENNESSY ADVISORS INC reported CHRW across 3 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported CHRW position in HENNESSY ADVISORS INC's portfolio?

The largest reported portfolio weight for CHRW was 1.81% in 2025 Q4.

What is the latest reported CHRW position on this page?

The most recent filing on this page is 2025 Q4, when HENNESSY ADVISORS INC reported 318,100 shares, equal to 1.81% of portfolio, with an estimated market value of $51.1M.

What does the chart on this CHRW ownership page compare?

The chart compares HENNESSY ADVISORS INC's quarterly CHRW portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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