VALLEY NATIONAL ADVISERS INC
Position in CHRW — C. H. Robinson Worldwide, Inc.
CIK 773411
BETHLEHEM, PA
Position in CHRW
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$2,817,754
+$286,184 QoQ
Shares Held
14,961
-1.9% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.76%
of 13F equity value
Holder Rank
#297
of 882 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CHRW Over Time
Shares Held
Position Value (USD)
Position in Integrated Freight & Logistics
Industrials · as of Jun 30, 2026VALLEY NATIONAL ADVISERS INC holds $2,915,878 across 6 Integrated Freight & Logistics names. CHRW ranks #1 (96.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CHRW |
C. H. Robinson Worldwide, Inc.
This page
|
14,961 | $2,817,754 | |
| 2 | UPS |
United Parcel Service Inc
|
677 | $72,777 | |
| 3 | FDX |
Fedex Corp
|
64 | $20,040 | |
| 4 | FDXF |
FedEx Freight Holding Company, Inc.
|
30 | $4,530 | |
| 5 | EXPD |
Expeditors International Of Washington Inc
|
3 | $488 | |
| 6 | JBHT |
Hunt J B Transport Services Inc
|
1 | $289 |
All Filings in CHRW
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,817,754 | 14,961 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $2,531,570 | 15,244 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $2,457,055 | 15,284 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $2,115,354 | 15,977 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $1 | 15 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $1,024 | 10 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $1,033 | 10 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $1 | 10 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $2 | 30 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $1 | 20 | Shares | Sole | 2024-04-19 | |
| 2023-09-30 | $1 | 10 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $943 | 10 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $993 | 10 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $915 | 10 | Shares | Sole | 2023-01-12 | |
| 2022-09-30 | $963 | 10 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $1,520 | 15 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $1,615 | 15 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $1,614 | 15 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $870 | 10 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $936 | 10 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $954 | 10 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $938 | 10 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $1,021 | 10 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $3,557 | 45 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $2,979 | 45 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||