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.
Latest 13F Filing Activity
Segall Bryant & Hamill, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 560 equity positions with a total 13F market value of $7B. The fund increased holdings in Meta Platforms Inc. CL A, Microsoft Corp., Quanta Services Inc. among other positions. Segall Bryant & Hamill, LLC reduced exposure to Unitedhealth Group Incorporated, Berkshire Hathaway Inc. Del CL B New, Apple Inc. among others.
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 |
Industry Allocation
Investment Team (28)
| Name | Role | Location | |
|---|---|---|---|
A Al Bryant | portfolio manager | Chicago, IL , United States | |
 | Senior Portfolio Manager | New York, NY , United States | |
 | Senior Equity Analyst | Chicago, IL , United States | |
C Chris Schweitzer | Senior Equity Research Analyst | Chicago, IL , United States | |
 | Principal, Senior Portfolio Manager | Denver, CO , United States | |
D David Reeder | Senior Equity Analyst | Chicago, IL , United States | |
 | Equity Analyst | Chicago, IL , United States | |
 | Senior Equity Trader | Denver, CO , United States | |
G Gordon Gary | Head Equity Trader | Philadelphia, PA , United States | |
G Gregory Shea | Senior Portfolio Manager | Denver, CO , United States |