Chuck Royce's HRB Position Overview
Chuck Royce (via Royce & Associates Lp) currently holds 316,067 shares of H&R Block, Inc. (HRB) worth $13.77 M, representing 0.14% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 29 quarters.
Based on 13F filings, Chuck Royce has maintained a strategic position in HRB, demonstrating sustained confidence in this investment. Largest addition occurred in Q4 2021, adding 1.41 M shares. Largest reduction occurred in Q2 2022, reducing 576,361 shares.
Analysis based on 13F filings available since 2013 Q2
Chuck Royce's H&R Block (HRB) Holding Value Over Time
Track share changes against reported price movement
Quarterly H&R Block (HRB) Trades by Chuck Royce
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | +101,511 | Add 47.31% | 316,067 | $43.58 |
| Q3 2025 | +135,100 | Add 170.03% | 214,556 | $50.57 |
| Q2 2025 | -63,300 | Reduce 44.34% | 79,456 | $54.89 |
| Q1 2025 | -13,300 | Reduce 8.52% | 142,756 | $54.91 |
| Q4 2024 | -8,500 | Reduce 5.17% | 156,056 | $52.84 |
| Q3 2024 | -10,000 | Reduce 5.73% | 164,556 | $63.55 |
| Q2 2024 | -16,064 | Reduce 8.43% | 174,556 | $54.23 |
| Q1 2024 | -168,500 | Reduce 46.92% | 190,620 | $49.11 |
| Q4 2023 | -216,000 | Reduce 37.56% | 359,120 | $48.37 |
| Q3 2023 | -115,767 | Reduce 16.76% | 575,120 | $43.06 |
| Q2 2023 | +61,000 | Add 9.68% | 690,887 | $31.87 |
| Q1 2023 | -118,945 | Reduce 15.88% | 629,887 | $35.25 |
| Q4 2022 | -186,300 | Reduce 19.92% | 748,832 | $36.51 |
| Q3 2022 | -398,524 | Reduce 29.88% | 935,132 | $42.54 |
| Q2 2022 | -576,361 | Reduce 30.18% | 1.33 M | $35.32 |
| Q1 2022 | +101,797 | Add 5.63% | 1.91 M | $26.04 |
| Q4 2021 | +1.41 M | Add 349.76% | 1.81 M | $23.56 |
| Q3 2021 | +402,038 | New Buy | 402,038 | $25.00 |
| Q3 2020 | -65 | Sold Out | 0 | $0.00 |
| Q2 2020 | +65 | New Buy | 65 | $15.38 |
| Q2 2018 | -8,000 | Sold Out | 0 | $0.00 |
| Q1 2018 | -2,000 | Reduce 20.00% | 8,000 | $25.38 |
| Q4 2016 | +10,000 | New Buy | 10,000 | $23.00 |
| Q3 2013 | -28,300 | Sold Out | 0 | $0.00 |
| Q2 2013 | +28,300 | Add 0.00% | 28,300 | $27.74 |
Chuck Royce's H&R Block Investment FAQs
Chuck Royce first purchased H&R Block, Inc. (HRB) in Q2 2013, acquiring 28,300 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 H&R Block, Inc. (HRB) for 29 quarters since Q2 2013.
Chuck Royce's largest addition to H&R Block, Inc. (HRB) was in Q4 2021, adding 1,808,220 shares worth $42.6 M.
According to the latest 13F filing for Q4 2025, Chuck Royce's firm, Royce & Associates Lp, owns 316,067 shares of H&R Block, Inc. (HRB), valued at approximately $13.77 M.
As of the Q4 2025 filing, H&R Block, Inc. (HRB) represents approximately 0.14% of Chuck Royce's publicly disclosed stock portfolio, making it one of their key holdings.
Chuck Royce's peak holding in H&R Block, Inc. (HRB) was 1,910,017 shares, as reported at the end of Q1 2022.