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Berger Financial Group’s C.H. Robinson CHRW Stock Holding History

Berger Financial Group’s Portfolio CHRW Stock Details CHRW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$22.8M Sell
137,295
-6,965
-5% -$1.25M 1.28% 13
2025
Q4 		$23.2M Sell
144,260
-12,012
-8% -$1.77M 1.34% 14
2025
Q3 		$20.7M Sell
156,272
-2,515
-2% -$295K 1.24% 19
2025
Q2 		$15.2M Sell
158,787
-982
-0.6% -$92K 0.98% 21
2025
Q1 		$16.4M Sell
159,769
-57,137
-26% -$5.77M 1.14% 16
2024
Q4 		$22.4M Sell
216,906
-1,441
-0.7% -$155K 1.55% 12
2024
Q3 		$24.1M Sell
218,347
-3,965
-2% -$385K 1.74% 12
2024
Q2 		$19.6M Sell
222,312
-2,500
-1% -$200K 1.56% 13
2024
Q1 		$17.1M Buy
224,812
+6,340
+3% +$496K 1.41% 14
2023
Q4 		$18.9M Sell
218,472
-2,028
-0.9% -$170K 1.96% 13
2023
Q3 		$19M Sell
220,500
-5,733
-3% -$535K 2.18% 11
2023
Q2 		$21.3M Buy
226,233
+4,958
+2% +$479K 2.42% 10
2023
Q1 		$22M Buy
221,275
+2,339
+1% +$230K 2.65% 9
2022
Q4 		$20M Sell
218,936
-414
-0.2% -$39.4K 2.64% 9
2022
Q3 		$21.1M Buy
219,350
+155
+0.1% +$16.7K 3.1% 6
2022
Q2 		$22.2M Buy
219,195
+143
+0.1% +$14.9K 3.25% 6
2022
Q1 		$23.6M Sell
219,052
-1,166
-0.5% -$118K 3% 7
2021
Q4 		$23.7M Buy
220,218
+1,463
+0.7% +$142K 3.14% 5
2021
Q3 		$19M Sell
218,755
-107
-0% -$9.68K 3.43% 5
2021
Q2 		$20.5M Buy
218,862
+908
+0.4% +$88.5K 3.71% 5
2021
Q1 		$20.8M Sell
217,954
-38,213
-15% -$3.57M 4.53% 3
2020
Q4 		$24M Buy
+256,167
New +$24.4M 4.2% 3

Other funds holding CHRW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Berger Financial Group's CHRW Position: Q1 2026 in Review

Berger Financial Group reduced its C.H. Robinson (CHRW) stake by 4.8% in Q1 2026, selling an estimated $1.25M and leaving 137,295 shares worth $22.8M. The position accounts for 1.28% of the portfolio, ranked #13.

Berger Financial Group first reported a position in CHRW in Q4 2020 and has held it in 22 quarters since. The position peaked at $24.1M in Q3 2024. 882 funds tracked by Wall St. Rank hold CHRW as of Q1 2026.

  • Berger Financial Group held 137,295 shares of C.H. Robinson worth $22.8M as of Q1 2026.
  • Berger Financial Group sold 6,965 C.H. Robinson shares in Q1 2026, an estimated $1.25M.
  • C.H. Robinson made up 1.28% of Berger Financial Group's portfolio in Q1 2026, its #13 holding.
  • Berger Financial Group first reported a position in C.H. Robinson in Q4 2020 and has held it in 22 quarters since.
  • Berger Financial Group's C.H. Robinson position peaked at $24.1M in Q3 2024.
  • 882 funds tracked by Wall St. Rank held C.H. Robinson as of Q1 2026.

Based on Berger Financial Group's 13F filing for Q1 2026, filed 28 Apr 2026.