Segall Bryant & Hamill, LLC
Segall Bryant & Hamill, LLC (SBH) is an established investment firm headquartered in Chicago, Illinois, with additional offices in Denver, St. Louis, Ardmore (Philadelphia), Naples, and Cincinnati. Founded in 1994, SBH provides discretionary and non-discretionary investment management and advisory services in both domestic and international markets. Clients include institutions such as foundations, endowments, pension plans, and high-net-worth individuals. SBH reportedly has about 124 employees and is recognized as a wholly owned subsidiary of Corient Management LLC as of 2025.
Investment Strategy
SBH delivers a comprehensive suite of investment strategies across domestic and international equities, fixed income, and alternative investments. The firm adopts a research-driven approach with both traditional and private market strategies. Their portfolio management emphasizes risk-adjusted returns and long-term client needs. Strategies can be accessed via separately managed accounts, mutual funds, collective investment trusts, ETFs, wrap fee programs, and private investment funds. SBH’s philosophy integrates fundamental research, deep industry expertise, and active management, focusing on delivering durable, risk-adjusted performance for institutional and individual investors.
Top Holdings
Equity Positions (560)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | MICROSOFT CORP | 2.16% | $153.5M | 308,556 | $300.64 | $497.41 | +$31.0M |
V VMI | VALMONT INDS INC COM | 1.38% | $98.0M | 300,061 | $259.85 | $326.57 | +$12.4M |
A AAPL | APPLE INC. | 1.35% | $96.5M | 470,176 | $186.40 | $205.17 | -$21.5M |
A AMZN | AMAZON.COM INC. | 1.18% | $83.9M | 382,635 | $161.27 | $219.39 | +$19.9M |
R REVG | REV GROUP INC | 1.17% | $83.0M | 1,744,785 | $15.39 | $47.59 | -$11.8M |