Chuck Royce's FWRD Position Overview
Chuck Royce (via Royce & Associates Lp) currently holds 281,553 shares of Forward Air Corporation (FWRD) worth $7.04 M, representing 0.07% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 51 quarters.
Based on 13F filings since 2013, Chuck Royce has maintained a long-term strategic position in FWRD, representing a significant commitment to this investment thesis. Largest addition occurred in Q3 2015, adding 547,600 shares. Largest reduction occurred in Q3 2023, reducing 562,272 shares.
Analysis based on 13F filings available since 2013 Q2
Chuck Royce's Forward Air Corporation (FWRD) Holding Value Over Time
Track share changes against reported price movement
Quarterly Forward Air Corporation (FWRD) Trades by Chuck Royce
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | +106,364 | Add 60.71% | 281,553 | $25.00 |
| Q3 2025 | +110,175 | Add 169.46% | 175,189 | $25.64 |
| Q2 2025 | -7,026 | Reduce 9.75% | 65,014 | $24.54 |
| Q1 2025 | -6,293 | Reduce 8.03% | 72,040 | $20.09 |
| Q4 2024 | -2,731 | Reduce 3.37% | 78,333 | $32.25 |
| Q3 2024 | -3,620 | Reduce 4.27% | 81,064 | $35.40 |
| Q2 2024 | -4,639 | Reduce 5.19% | 84,684 | $19.04 |
| Q1 2024 | -31,752 | Reduce 26.23% | 89,323 | $31.11 |
| Q4 2023 | -20,316 | Reduce 14.37% | 121,075 | $62.87 |
| Q3 2023 | -562,272 | Reduce 79.91% | 141,391 | $68.74 |
| Q2 2023 | -53,386 | Reduce 7.05% | 703,663 | $106.11 |
| Q1 2023 | -127,601 | Reduce 14.42% | 757,049 | $107.76 |
| Q4 2022 | -9,861 | Reduce 1.10% | 884,650 | $104.89 |
| Q3 2022 | +13,631 | Add 1.55% | 894,511 | $90.26 |
| Q2 2022 | +7,866 | Add 0.90% | 880,880 | $91.96 |
| Q1 2022 | +195,367 | Add 28.83% | 873,014 | $97.78 |
| Q4 2021 | +212,495 | Add 45.68% | 677,647 | $121.09 |
| Q3 2021 | -42,330 | Reduce 8.34% | 465,152 | $83.02 |
| Q2 2021 | -22,861 | Reduce 4.31% | 507,482 | $89.75 |
| Q1 2021 | -42,543 | Reduce 7.43% | 530,343 | $88.81 |
| Q4 2020 | -23,942 | Reduce 4.01% | 572,886 | $76.84 |
| Q3 2020 | -87,269 | Reduce 12.76% | 596,828 | $57.38 |
| Q2 2020 | -51,181 | Reduce 6.96% | 684,097 | $49.82 |
| Q1 2020 | -39,825 | Reduce 5.14% | 735,278 | $50.65 |
| Q4 2019 | -71,340 | Reduce 8.43% | 775,103 | $69.95 |
| Q3 2019 | -29,828 | Reduce 3.40% | 846,443 | $63.72 |
| Q2 2019 | -59,508 | Reduce 6.36% | 876,271 | $59.15 |
| Q1 2019 | +5,698 | Add 0.61% | 935,779 | $64.73 |
| Q4 2018 | -14,336 | Reduce 1.52% | 930,081 | $54.85 |
| Q3 2018 | -36,400 | Reduce 3.71% | 944,417 | $71.70 |
| Q2 2018 | -6,321 | Reduce 0.64% | 980,817 | $59.08 |
| Q1 2018 | -87,840 | Reduce 8.17% | 987,138 | $52.86 |
| Q4 2017 | -241,600 | Reduce 18.35% | 1.07 M | $57.44 |
| Q3 2017 | -70,800 | Reduce 5.10% | 1.32 M | $57.23 |
| Q2 2017 | -66,900 | Reduce 4.60% | 1.39 M | $53.28 |
| Q1 2017 | -180,700 | Reduce 11.05% | 1.45 M | $47.57 |
| Q4 2016 | -183,000 | Reduce 10.07% | 1.63 M | $47.38 |
| Q3 2016 | -252,300 | Reduce 12.19% | 1.82 M | $43.26 |
| Q2 2016 | -87,000 | Reduce 4.03% | 2.07 M | $44.53 |
| Q1 2016 | -185,100 | Reduce 7.90% | 2.16 M | $45.32 |
| Q4 2015 | -273,300 | Reduce 10.45% | 2.34 M | $43.01 |
| Q3 2015 | +547,600 | Add 26.48% | 2.62 M | $41.49 |
| Q2 2015 | -243,200 | Reduce 10.52% | 2.07 M | $52.26 |
| Q1 2015 | -190,300 | Reduce 7.61% | 2.31 M | $54.30 |
| Q4 2014 | -111,114 | Reduce 4.25% | 2.5 M | $50.37 |
| Q3 2014 | -37,600 | Reduce 1.42% | 2.61 M | $44.83 |
| Q2 2014 | +3,300 | Add 0.12% | 2.65 M | $47.85 |
| Q4 2013 | -35,500 | Reduce 1.32% | 2.65 M | $43.91 |
| Q3 2013 | -27,012 | Reduce 1.00% | 2.68 M | $40.35 |
| Q2 2013 | +2.71 M | Add 0.00% | 2.71 M | $38.28 |
Chuck Royce's Forward Air Corporation Investment FAQs
Chuck Royce first purchased Forward Air Corporation (FWRD) in Q2 2013, acquiring 2,709,504 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Chuck Royce has held Forward Air Corporation (FWRD) for 51 quarters since Q2 2013.
Chuck Royce's largest addition to Forward Air Corporation (FWRD) was in Q2 2013, adding 2,709,504 shares worth $103.72 M.
According to the latest 13F filing for Q4 2025, Chuck Royce's firm, Royce & Associates Lp, owns 281,553 shares of Forward Air Corporation (FWRD), valued at approximately $7.04 M.
As of the Q4 2025 filing, Forward Air Corporation (FWRD) represents approximately 0.07% of Chuck Royce's publicly disclosed stock portfolio, making it one of their key holdings.
Chuck Royce's peak holding in Forward Air Corporation (FWRD) was 2,709,504 shares, as reported at the end of Q2 2013.