SBH
CCC

Segall Bryant & Hamill’s CCC Intelligent Solutions CCC Stock Holding History

Segall Bryant & Hamill’s Portfolio CCC Stock Details CCC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-535,525
Closed -$4.26M – 588
2025
Q4 		$4.26M Buy
535,525
+151,990
+40% +$1.24M 0.06% 331
2025
Q3 		$3.49M Sell
383,535
-485,379
-56% -$4.69M 0.05% 347
2025
Q2 		$8.18M Sell
868,914
-545,582
-39% -$4.88M 0.11% 258
2025
Q1 		$12.8M Buy
1,414,496
+12,106
+0.9% +$126K 0.2% 161
2024
Q4 		$16.5M Buy
1,402,390
+48,399
+4% +$561K 0.23% 138
2024
Q3 		$15M Sell
1,353,991
-171,482
-11% -$1.85M 0.2% 154
2024
Q2 		$16.9M Buy
1,525,473
+174,185
+13% +$1.98M 0.3% 110
2024
Q1 		$16.2M Sell
1,351,288
-13,961
-1% -$159K 0.3% 115
2023
Q4 		$15.6M Buy
1,365,249
+230,628
+20% +$2.69M 0.3% 119
2023
Q3 		$15.1M Sell
1,134,621
-125,296
-10% -$1.37M 0.18% 150
2023
Q2 		$14.1M Buy
1,259,917
+9,559
+0.8% +$94K 0.15% 181
2023
Q1 		$11.2M Buy
1,250,358
+183,578
+17% +$1.63M 0.12% 212
2022
Q4 		$9.28M Buy
1,066,780
+564,907
+113% +$5.03M 0.1% 231
2022
Q3 		$4.57M Buy
+501,873
New +$4.75M 0.05% 327

Other funds holding CCC

Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
EDRH
Edmond de Rothschild Holding Chambesy, Switzerland $6.91B AUM 19.7% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return