Chuck Royce's WU Position Overview
Chuck Royce (via Royce & Associates Lp) currently holds 18,719 shares of The Western Union Company (WU) worth $149,565, representing 0.00% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 50 quarters.
Based on 13F filings since 2013, Chuck Royce has maintained a long-term strategic position in WU, representing a significant commitment to this investment thesis. Largest addition occurred in Q4 2013, adding 102,000 shares. Largest reduction occurred in Q2 2015, reducing 131,000 shares.
Analysis based on 13F filings available since 2013 Q2
Chuck Royce's The Western Union Company (WU) Holding Value Over Time
Track share changes against reported price movement
Quarterly The Western Union Company (WU) Trades by Chuck Royce
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2013 | +220,701 | Add 0.00% | 220,700 | $17.11 |
| Q3 2013 | -43,200 | Reduce 19.57% | 177,500 | $18.66 |
| Q4 2013 | +102,000 | Add 57.46% | 279,500 | $17.25 |
| Q1 2014 | +81,900 | Add 29.30% | 361,400 | $16.36 |
| Q3 2014 | -4,700 | Reduce 1.30% | 356,700 | $16.04 |
| Q4 2014 | -44,600 | Reduce 12.50% | 312,100 | $17.91 |
| Q1 2015 | -61,400 | Reduce 19.67% | 250,700 | $20.81 |
| Q2 2015 | -131,000 | Reduce 52.25% | 119,700 | $20.33 |
| Q3 2015 | -119,700 | Sold Out | 119,700 | $20.33 |
| Q1 2016 | +201,700 | New Buy | 201,700 | $19.29 |
| Q1 2017 | -92,600 | Reduce 45.91% | 109,100 | $20.35 |
| Q3 2017 | -109,100 | Sold Out | 109,100 | $19.05 |
| Q2 2019 | +66 | New Buy | 66 | $15.15 |
| Q4 2019 | -15 | Reduce 22.73% | 51 | $19.61 |
| Q3 2020 | -51 | Sold Out | 51 | $19.61 |
| Q3 2024 | +11,106 | New Buy | 11,106 | $11.93 |
| Q4 2024 | -755 | Reduce 6.80% | 10,351 | $10.60 |
| Q2 2025 | -10,351 | Sold Out | 10,351 | $10.58 |
| Q3 2025 | +18,719 | New Buy | 18,719 | $7.99 |
Chuck Royce's The Western Union Company Investment FAQs
Chuck Royce first purchased The Western Union Company (WU) in Q2 2013, acquiring 220,700 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 The Western Union Company (WU) for 50 quarters since Q2 2013.
Chuck Royce's largest addition to The Western Union Company (WU) was in Q2 2013, adding 220,700 shares worth $3.78 M.
According to the latest 13F filing for Q3 2025, Chuck Royce's firm, Royce & Associates Lp, owns 18,719 shares of The Western Union Company (WU), valued at approximately $149,565.
As of the Q3 2025 filing, The Western Union Company (WU) represents approximately 0.00% of Chuck Royce's publicly disclosed stock portfolio, making it one of their key holdings.
Chuck Royce's peak holding in The Western Union Company (WU) was 361,400 shares, as reported at the end of Q1 2014.