Morningstar shares owned by Segall Bryant & Hamill
Quarter-by-quarter ownership of Morningstar (MORN) shares owned by Segall Bryant & Hamill
from 13F filings
Historical chart of Segall Bryant & Hamill investment in Morningstar
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Quarterly reported holdings in Morningstar by Segall Bryant & Hamill
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $6.9M | 30k | 232.01 |
| 2025-06-30 | $13M | 41k | 313.93 |
| 2025-03-31 | $12M | 38k | 299.87 |
| 2024-12-31 | $12M | 37k | 336.76 |
| 2024-09-30 | $11M | 34k | 319.12 |
| 2024-06-30 | $9.9M | 33k | 295.85 |
| 2024-03-31 | $8.9M | 29k | 308.37 |
| 2023-12-31 | $8.5M | 30k | 286.24 |
| 2023-09-30 | $5.7M | 25k | 234.24 |
| 2023-06-30 | $7.7M | 39k | 196.07 |
| 2023-03-31 | $7.8M | 39k | 203.03 |
| 2022-12-31 | $9.7M | 45k | 216.57 |
| 2022-09-30 | $11M | 50k | 212.33 |
| 2022-06-30 | $9.5M | 39k | 241.83 |
| 2022-03-31 | $11M | 40k | 273.15 |
| 2021-12-31 | $12M | 36k | 342.00 |
| 2021-09-30 | $9.1M | 35k | 258.99 |
| 2021-06-30 | $9.0M | 35k | 257.13 |
| 2021-03-31 | $3.1M | 14k | 225.12 |
| 2020-12-31 | $6.3M | 27k | 231.60 |
| 2020-09-30 | $4.1M | 25k | 160.58 |
| 2020-06-30 | $1.6M | 11k | 140.94 |
| 2020-03-31 | $1.2M | 10k | 116.40 |
| 2019-12-31 | $1.4M | 9.1k | 151.29 |
| 2019-09-30 | $1.3M | 9.2k | 146.25 |
| 2019-06-30 | $1.3M | 8.9k | 144.60 |
| 2019-03-31 | $1.0M | 7.9k | 126.09 |