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Chuck Royce’s SEIC Holdings & Trades

First Buy
Q2 2013
Duration Held
51 Quarters
Largest Add
Q2 2013
+4.2 M Shares
Current Position
906,339 Shares
$74.34 M Value

Chuck Royce's SEIC Position Overview

Chuck Royce (via Royce & Associates Lp) currently holds 906,339 shares of SEI Investments Company (SEIC) worth $74.34 M, representing 0.75% 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 SEIC, representing a significant commitment to this investment thesis. Largest addition occurred in Q1 2021, adding 818,919 shares. Largest reduction occurred in Q4 2014, reducing 852,620 shares.

Analysis based on 13F filings available since 2013 Q2

Chuck Royce's SEI Investments Company (SEIC) Holding Value Over Time

Track share changes against reported price movement

Quarterly SEI Investments Company (SEIC) Trades by Chuck Royce

Report Date Bought/Sold (Sh.) % Change Qtr. End Shares Reported Price
Q4 2025 +2,756 Add 0.31% 906,339 $82.02
Q3 2025 -323,169 Reduce 26.34% 903,583 $84.85
Q2 2025 -53,440 Reduce 4.17% 1.23 M $89.86
Q1 2025 -77,047 Reduce 5.68% 1.28 M $77.63
Q4 2024 -108,167 Reduce 7.38% 1.36 M $82.48
Q3 2024 +1,828 Add 0.12% 1.47 M $69.19
Q2 2024 -807 Reduce 0.06% 1.46 M $64.69
Q1 2024 +1,816 Add 0.12% 1.46 M $71.90
Q4 2023 +34,272 Add 2.40% 1.46 M $63.55
Q3 2023 -35,060 Reduce 2.40% 1.43 M $60.23
Q2 2023 +10,909 Add 0.75% 1.46 M $59.62
Q1 2023 -341 Reduce 0.02% 1.45 M $57.55
Q4 2022 -1,281 Reduce 0.09% 1.45 M $58.30
Q3 2022 +6,105 Add 0.42% 1.45 M $49.05
Q2 2022 +60,371 Add 4.35% 1.45 M $54.02
Q1 2022 +8,286 Add 0.60% 1.39 M $60.21
Q4 2021 -22,061 Reduce 1.57% 1.38 M $60.94
Q3 2021 +93,514 Add 7.15% 1.4 M $59.30
Q2 2021 +47,517 Add 3.77% 1.31 M $61.97
Q1 2021 +818,919 Add 185.52% 1.26 M $60.93
Q4 2020 -15,850 Reduce 3.47% 441,419 $57.47
Q2 2020 +15,500 Add 3.51% 457,269 $54.98
Q1 2020 +69,400 Add 18.64% 441,769 $46.34
Q4 2019 -42,257 Reduce 10.19% 372,369 $65.48
Q3 2019 -6,700 Reduce 1.59% 414,626 $59.26
Q2 2019 +6,400 Add 1.54% 421,326 $56.10
Q1 2019 -17,450 Reduce 4.04% 414,926 $52.25
Q4 2018 +19,776 Add 4.79% 432,376 $46.20
Q2 2018 -83,100 Reduce 16.76% 412,600 $62.52
Q1 2018 -66,339 Reduce 11.80% 495,700 $74.91
Q4 2017 -49,032 Reduce 8.02% 562,039 $71.86
Q3 2017 -43,379 Reduce 6.63% 611,071 $61.06
Q2 2017 -21,000 Reduce 3.11% 654,450 $53.78
Q1 2017 +22,700 Add 3.48% 675,450 $50.44
Q3 2016 -8,700 Reduce 1.32% 652,750 $45.61
Q2 2016 +42,600 Add 6.88% 661,450 $48.11
Q1 2016 -555,490 Reduce 47.30% 618,850 $43.05
Q4 2015 -288,440 Reduce 19.72% 1.17 M $52.40
Q3 2015 -457,000 Reduce 23.80% 1.46 M $48.23
Q2 2015 -291,455 Reduce 13.18% 1.92 M $49.03
Q1 2015 -196,862 Reduce 8.18% 2.21 M $44.09
Q4 2014 -852,620 Reduce 26.15% 2.41 M $40.04
Q3 2014 +7,570 Add 0.23% 3.26 M $36.16
Q2 2014 +83,675 Add 2.64% 3.25 M $32.77
Q1 2014 -320,276 Reduce 9.18% 3.17 M $33.61
Q4 2013 -406,900 Reduce 10.44% 3.49 M $34.73
Q3 2013 -299,948 Reduce 7.15% 3.9 M $30.91
Q2 2013 +4.2 M Add 0.00% 4.2 M $28.43

Chuck Royce's SEI Investments Company Investment FAQs

Chuck Royce first purchased SEI Investments Company (SEIC) in Q2 2013, acquiring 4,196,596 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 SEI Investments Company (SEIC) for 51 quarters since Q2 2013.

Chuck Royce's largest addition to SEI Investments Company (SEIC) was in Q2 2013, adding 4,196,596 shares worth $119.31 M.

According to the latest 13F filing for Q4 2025, Chuck Royce's firm, Royce & Associates Lp, owns 906,339 shares of SEI Investments Company (SEIC), valued at approximately $74.34 M.

As of the Q4 2025 filing, SEI Investments Company (SEIC) represents approximately 0.75% of Chuck Royce's publicly disclosed stock portfolio, making it one of their key holdings.

Chuck Royce's peak holding in SEI Investments Company (SEIC) was 4,196,596 shares, as reported at the end of Q2 2013.