SEI Investments Company shares owned by Marshall Financial Group
Quarter-by-quarter ownership of SEI Investments Company (SEIC) shares owned by Marshall Financial Group
from 13F filings
Historical chart of Marshall Financial Group investment in SEI Investments Company
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All positions including SEI Investments Company held by Marshall Financial Group consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in SEI Investments Company by Marshall Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $993k | 12k | 84.85 |
| 2025-06-30 | $1.0M | 11k | 92.66 |
| 2022-09-30 | $782k | 16k | 49.04 |
| 2022-06-30 | $862k | 16k | 54.03 |
| 2022-03-31 | $896k | 15k | 60.20 |
| 2021-12-31 | $903k | 15k | 60.94 |
| 2021-09-30 | $703k | 12k | 59.34 |
| 2021-06-30 | $657k | 11k | 61.96 |