Chuck Royce's SEIC Position Overview
Chuck Royce (via Royce & Associates Lp) currently holds 903.6K shares of SEI Investments Company (SEIC) worth $76.67 M, representing 0.76% 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 SEIC, representing a significant commitment to this investment thesis. Largest addition occurred in Q1 2021, adding 818.9K shares. Largest reduction occurred in Q4 2014, reducing 852.6K 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
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2013 | +4.2 M | Add 0.00% | 4.2 M | $28.43 |
| Q3 2013 | -299,948 | Reduce 7.15% | 3.9 M | $30.91 |
| Q4 2013 | -406,900 | Reduce 10.44% | 3.49 M | $34.73 |
| Q1 2014 | -320,276 | Reduce 9.18% | 3.17 M | $33.61 |
| Q2 2014 | +83,675 | Add 2.64% | 3.25 M | $32.77 |
| Q3 2014 | +7,570 | Add 0.23% | 3.26 M | $36.16 |
| Q4 2014 | -852,620 | Reduce 26.15% | 2.41 M | $40.04 |
| Q1 2015 | -196,862 | Reduce 8.18% | 2.21 M | $44.09 |
| Q2 2015 | -291,455 | Reduce 13.18% | 1.92 M | $49.03 |
| Q3 2015 | -457,000 | Reduce 23.80% | 1.46 M | $48.23 |
| Q4 2015 | -288,440 | Reduce 19.72% | 1.17 M | $52.40 |
| Q1 2016 | -555,490 | Reduce 47.30% | 618,850 | $43.05 |
| Q2 2016 | +42,600 | Add 6.88% | 661,450 | $48.11 |
| Q3 2016 | -8,700 | Reduce 1.32% | 652,750 | $45.61 |
| Q1 2017 | +22,700 | Add 3.48% | 675,450 | $50.44 |
| Q2 2017 | -21,000 | Reduce 3.11% | 654,450 | $53.78 |
| Q3 2017 | -43,379 | Reduce 6.63% | 611,071 | $61.06 |
| Q4 2017 | -49,032 | Reduce 8.02% | 562,039 | $71.86 |
| Q1 2018 | -66,339 | Reduce 11.80% | 495,700 | $74.91 |
| Q2 2018 | -83,100 | Reduce 16.76% | 412,600 | $62.52 |
| Q4 2018 | +19,776 | Add 4.79% | 432,376 | $46.20 |
| Q1 2019 | -17,450 | Reduce 4.04% | 414,926 | $52.25 |
| Q2 2019 | +6,400 | Add 1.54% | 421,326 | $56.10 |
| Q3 2019 | -6,700 | Reduce 1.59% | 414,626 | $59.26 |
| Q4 2019 | -42,257 | Reduce 10.19% | 372,369 | $65.48 |
| Q1 2020 | +69,400 | Add 18.64% | 441,769 | $46.34 |
| Q2 2020 | +15,500 | Add 3.51% | 457,269 | $54.98 |
| Q4 2020 | -15,850 | Reduce 3.47% | 441,419 | $57.47 |
| Q1 2021 | +818,919 | Add 185.52% | 1.26 M | $60.93 |
| Q2 2021 | +47,517 | Add 3.77% | 1.31 M | $61.97 |
| Q3 2021 | +93,514 | Add 7.15% | 1.4 M | $59.30 |
| Q4 2021 | -22,061 | Reduce 1.57% | 1.38 M | $60.94 |
| Q1 2022 | +8,286 | Add 0.60% | 1.39 M | $60.21 |
| Q2 2022 | +60,371 | Add 4.35% | 1.45 M | $54.02 |
| Q3 2022 | +6,105 | Add 0.42% | 1.45 M | $49.05 |
| Q4 2022 | -1,281 | Reduce 0.09% | 1.45 M | $58.30 |
| Q1 2023 | -341 | Reduce 0.02% | 1.45 M | $57.55 |
| Q2 2023 | +10,909 | Add 0.75% | 1.46 M | $59.62 |
| Q3 2023 | -35,060 | Reduce 2.40% | 1.43 M | $60.23 |
| Q4 2023 | +34,272 | Add 2.40% | 1.46 M | $63.55 |
| Q1 2024 | +1,816 | Add 0.12% | 1.46 M | $71.90 |
| Q2 2024 | -807 | Reduce 0.06% | 1.46 M | $64.69 |
| Q3 2024 | +1,828 | Add 0.12% | 1.47 M | $69.19 |
| Q4 2024 | -108,167 | Reduce 7.38% | 1.36 M | $82.48 |
| Q1 2025 | -77,047 | Reduce 5.68% | 1.28 M | $77.63 |
| Q2 2025 | -53,440 | Reduce 4.17% | 1.23 M | $89.86 |
| Q3 2025 | -323,169 | Reduce 26.34% | 903,583 | $84.85 |
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 50 quarters since Q2 2013. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Chuck Royce's largest addition to SEI Investments Company (SEIC) was in Q2 2013, adding 4,196,596 shares worth $119.31 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Chuck Royce's firm, Royce & Associates Lp, owns 903,583 shares of SEI Investments Company (SEIC), valued at approximately $76.67 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, SEI Investments Company (SEIC) represents approximately 0.76% of Chuck Royce's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Chuck Royce's peak holding in SEI Investments Company (SEIC) was 4,196,596 shares, as reported at the end of Q2 2013. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.