River Road Asset Management’s HUB Group HUBG Stock Holding History

River Road Asset Management’s Portfolio HUBG Stock Details HUBG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$38.3M	Sell	873,954 -241,264	-22%	-$10.1M	0.43%	79
2026 Q1	$40.2M	Sell	1,115,218 -205,566	-16%	-$8.69M	0.46%	76
2025 Q4	$56.3M	Buy	1,320,784 +81,764	+7%	+$3.11M	0.62%	62
2025 Q3	$42.7M	Buy	1,239,020 +135,618	+12%	+$4.84M	0.48%	78
2025 Q2	$38.6M	Buy	1,103,402 +487,703	+79%	+$16.4M	0.49%	75
2025 Q1	$22.9M	Buy	615,699 +223,917	+57%	+$9.33M	0.31%	93
2024 Q4	$17.5M	Buy	+391,782	New	+$18.3M	0.23%	101

Other funds holding HUBG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

BBCM

Broad Bay Capital Management New York $1.07B AUM 90.15% 1-Year Est. Return

River Road Asset Management's HUBG Position: Q2 2026 in Review

River Road Asset Management reduced its HUB Group (HUBG) stake by 22% in Q2 2026, selling an estimated $10.1M and leaving 873,954 shares worth $38.3M. The position accounts for 0.43% of the portfolio, ranked #79.

River Road Asset Management first reported a position in HUBG in Q4 2024 and has held it in 7 quarters since. The position peaked at $56.3M in Q4 2025. 286 funds tracked by Wall St. Rank hold HUBG as of Q2 2026.

River Road Asset Management held 873,954 shares of HUB Group worth $38.3M as of Q2 2026.
River Road Asset Management sold 241,264 HUB Group shares in Q2 2026, an estimated $10.1M.
HUB Group made up 0.43% of River Road Asset Management's portfolio in Q2 2026, its #79 holding.
River Road Asset Management first reported a position in HUB Group in Q4 2024 and has held it in 7 quarters since.
River Road Asset Management's HUB Group position peaked at $56.3M in Q4 2025.
286 funds tracked by Wall St. Rank held HUB Group as of Q2 2026.

Based on River Road Asset Management's 13F filing for Q2 2026, filed 17 Jul 2026.