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Chuck Royce’s SAMG Holdings & Trades

First Buy
Q3 2013
Duration Held
50 Quarters
Largest Add
Q3 2013
+538,100 Shares
Current Position
350,924 Shares
$5.33 M Value

Chuck Royce's SAMG Position Overview

Chuck Royce (via Royce & Associates Lp) currently holds 350,924 shares of Silvercrest Asset Management Group Inc. (SAMG) worth $5.33 M, representing 0.05% of the portfolio. First purchased in 2013-Q3, 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 SAMG, representing a significant commitment to this investment thesis. Largest addition occurred in Q1 2021, adding 206,046 shares. Largest reduction occurred in Q3 2025, reducing 183,291 shares.

Analysis based on 13F filings available since 2013 Q2

Chuck Royce's Silvercrest Asset Management Group (SAMG) Holding Value Over Time

Track share changes against reported price movement

Quarterly Silvercrest Asset Management Group (SAMG) Trades by Chuck Royce

Report Date Bought/Sold (Sh.) % Change Qtr. End Shares Reported Price
Q4 2025 -34,078 Reduce 8.85% 350,924 $15.19
Q3 2025 -183,291 Reduce 32.25% 385,002 $15.75
Q2 2025 -5,000 Reduce 0.87% 568,293 $15.86
Q1 2025 -6,707 Reduce 1.16% 573,293 $16.36
Q4 2024 -6,300 Reduce 1.07% 580,000 $18.39
Q3 2024 +36,063 Add 6.55% 586,300 $17.24
Q2 2024 -84,354 Reduce 13.29% 550,237 $15.59
Q1 2024 -8,100 Reduce 1.26% 634,591 $15.81
Q4 2023 +87,201 Add 15.70% 642,691 $17.00
Q3 2023 +879 Add 0.16% 555,490 $15.87
Q2 2023 -24,450 Reduce 4.22% 554,611 $20.25
Q1 2023 -7,328 Reduce 1.25% 579,061 $18.18
Q4 2022 -20,772 Reduce 3.42% 586,389 $18.77
Q3 2022 -11,420 Reduce 1.85% 607,161 $16.35
Q2 2022 -88,245 Reduce 12.48% 618,581 $16.41
Q1 2022 -36,765 Reduce 4.94% 706,826 $20.45
Q4 2021 -14,409 Reduce 1.90% 743,591 $17.17
Q2 2021 +6,812 Add 0.91% 758,000 $15.04
Q1 2021 +206,046 Add 37.80% 751,188 $14.38
Q3 2020 +142 Add 0.03% 545,142 $10.46
Q4 2019 -28,500 Reduce 4.97% 545,000 $12.58
Q3 2019 -15,000 Reduce 2.55% 573,500 $12.30
Q2 2019 -5,700 Reduce 0.96% 588,500 $14.03
Q1 2019 -10,200 Reduce 1.69% 594,200 $14.25
Q4 2018 -13,700 Reduce 2.22% 604,400 $13.23
Q3 2018 -2,400 Reduce 0.39% 618,100 $13.85
Q2 2018 -5,300 Reduce 0.85% 620,500 $16.30
Q1 2018 +16,100 Add 2.64% 625,800 $15.20
Q4 2017 -21,900 Reduce 3.47% 609,700 $16.05
Q2 2017 +2,500 Add 0.40% 631,600 $13.45
Q1 2017 -45,000 Reduce 6.68% 629,100 $13.30
Q3 2016 -100,300 Reduce 12.95% 674,100 $11.87
Q2 2016 -35,000 Reduce 4.32% 774,400 $12.24
Q1 2016 -87,000 Reduce 9.71% 809,400 $12.74
Q4 2015 -15,000 Reduce 1.65% 896,400 $11.89
Q3 2015 -118,250 Reduce 11.48% 911,400 $10.81
Q2 2015 -31,750 Reduce 2.99% 1.03 M $14.06
Q1 2015 +197,800 Add 22.90% 1.06 M $14.25
Q4 2014 +2,300 Add 0.27% 863,600 $15.65
Q3 2014 +185,000 Add 27.35% 861,300 $13.62
Q2 2014 +3,200 Add 0.48% 676,300 $17.21
Q1 2014 +2,900 Add 0.43% 673,100 $18.29
Q4 2013 +132,100 Add 24.55% 670,200 $17.05
Q3 2013 +538,100 New Buy 538,100 $13.63

Chuck Royce's Silvercrest Asset Management Group Investment FAQs

Chuck Royce first purchased Silvercrest Asset Management Group Inc. (SAMG) in Q3 2013, acquiring 538,100 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 Silvercrest Asset Management Group Inc. (SAMG) for 50 quarters since Q3 2013.

Chuck Royce's largest addition to Silvercrest Asset Management Group Inc. (SAMG) was in Q3 2013, adding 538,100 shares worth $7.33 M.

According to the latest 13F filing for Q4 2025, Chuck Royce's firm, Royce & Associates Lp, owns 350,924 shares of Silvercrest Asset Management Group Inc. (SAMG), valued at approximately $5.33 M.

As of the Q4 2025 filing, Silvercrest Asset Management Group Inc. (SAMG) represents approximately 0.05% of Chuck Royce's publicly disclosed stock portfolio, making it one of their key holdings.

Chuck Royce's peak holding in Silvercrest Asset Management Group Inc. (SAMG) was 1,061,400 shares, as reported at the end of Q1 2015.