de Creative Planning Selective Insurance SIGI Historial de posiciones en acciones
Compró
Mantenido
Vendió
| Trimestre | Valor de mercado | Estado | Núm. de acciones |
Cambio en la participación | Valor operado | Peso en el portafolio | Posición de la cartera | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | USD 9.7 M | Comprar |
100,183
+33,639
| +51% | +USD 2.91 M | 0.01% | 909 |
|
|
2026
Q1 | USD 5.02 M | Vender |
66,544
-11,061
| -14% | -USD 905 k | ﹤0.01% | 1198 |
|
|
2025
Q4 | USD 6.49 M | Comprar |
77,605
+5,018
| +7% | +USD 403 k | ﹤0.01% | 833 |
|
|
2025
Q3 | USD 5.88 M | Comprar |
72,587
+15,696
| +28% | +USD 1.27 M | ﹤0.01% | 781 |
|
|
2025
Q2 | USD 4.93 M | Comprar |
56,891
+12,591
| +28% | +USD 1.1 M | ﹤0.01% | 766 |
|
|
2025
Q1 | USD 4.06 M | Vender |
44,300
-185
| -0.4% | -USD 16.2 k | ﹤0.01% | 796 |
|
|
2024
Q4 | USD 4.16 M | Comprar |
44,485
+8,031
| +22% | +USD 769 k | ﹤0.01% | 732 |
|
|
2024
Q3 | USD 3.4 M | Comprar |
36,454
+3,943
| +12% | +USD 356 k | ﹤0.01% | 800 |
|
|
2024
Q2 | USD 3.05 M | Vender |
32,511
-17
| -0.1% | -USD 1.66 k | ﹤0.01% | 817 |
|
|
2024
Q1 | USD 3.55 M | Comprar |
32,528
+3,749
| +13% | +USD 386 k | ﹤0.01% | 732 |
|
|
2023
Q4 | USD 2.86 M | Comprar |
28,779
+1,208
| +4% | +USD 124 k | 0.01% | 762 |
|
|
2023
Q3 | USD 2.84 M | Comprar |
27,571
+773
| +3% | +USD 77.5 k | ﹤0.01% | 709 |
|
|
2023
Q2 | USD 2.57 M | Comprar |
26,798
+2,098
| +8% | +USD 207 k | ﹤0.01% | 718 |
|
|
2023
Q1 | USD 2.35 M | Vender |
24,700
-100
| -0.4% | -USD 9.6 k | ﹤0.01% | 724 |
|
|
2022
Q4 | USD 2.2 M | Vender |
24,800
-1,239
| -5% | -USD 113 k | ﹤0.01% | 718 |
|
|
2022
Q3 | USD 2.12 M | Comprar |
26,039
+921
| +4% | +USD 75.1 k | ﹤0.01% | 683 |
|
|
2022
Q2 | USD 2.18 M | Comprar |
25,118
+153
| +0.6% | +USD 12.5 k | ﹤0.01% | 689 |
|
|
2022
Q1 | USD 2.23 M | Comprar |
24,965
+19
| +0.1% | +USD 1.55 k | ﹤0.01% | 679 |
|
|
2021
Q4 | USD 2.04 M | Vender |
24,946
-240
| -1% | -USD 19 k | ﹤0.01% | 683 |
|
|
2021
Q3 | USD 1.9 M | Mantener |
25,186
| – | – | ﹤0.01% | 704 |
|
|
2021
Q2 | USD 2.04 M | Vender |
25,186
-1,433
| -5% | -USD 110 k | ﹤0.01% | 676 |
|
|
2021
Q1 | USD 1.93 M | Vender |
26,619
-3,995
| -13% | -USD 278 k | ﹤0.01% | 746 |
|
|
2020
Q4 | USD 2.05 M | Vender |
30,614
-115
| -0.4% | -USD 6.89 k | ﹤0.01% | 667 |
|
|
2020
Q3 | USD 1.58 M | Mantener |
30,729
| – | – | ﹤0.01% | 644 |
|
|
2020
Q2 | USD 1.62 M | Vender |
30,729
-162
| -0.5% | -USD 8.2 k | ﹤0.01% | 570 |
|
|
2020
Q1 | USD 1.54 M | Vender |
30,891
-161
| -0.5% | -USD 9.8 k | 0.01% | 507 |
|
|
2019
Q4 | USD 2.02 M | Mantener |
31,052
| – | – | 0.01% | 512 |
|
|
2019
Q3 | USD 2.34 M | Vender |
31,052
-47
| -0.2% | -USD 3.63 k | 0.01% | 448 |
|
|
2019
Q2 | USD 2.33 M | Comprar |
31,099
+206
| +0.7% | +USD 14.7 k | 0.01% | 456 |
|
|
2019
Q1 | USD 1.96 M | Vender |
30,893
-1,874
| -6% | -USD 118 k | 0.01% | 469 |
|
|
2018
Q4 | USD 2 M | Vender |
32,767
-253
| -0.8% | -USD 15.7 k | 0.01% | 425 |
|
|
2018
Q3 | USD 2.1 M | Mantener |
33,020
| – | – | 0.01% | 473 |
|
|
2018
Q2 | USD 1.82 M | Vender |
33,020
-1
| -0% | -USD 58 | 0.01% | 492 |
|
|
2018
Q1 | USD 2 M | Comprar |
33,021
+13,212
| +67% | +USD 779 k | 0.01% | 465 |
|
|
2017
Q4 | USD 1.16 M | Comprar |
19,809
+1,534
| +8% | +USD 88.7 k | 0.01% | 651 |
|
|
2017
Q3 | USD 984 k | Mantener |
18,275
| – | – | ﹤0.01% | 726 |
|
|
2017
Q2 | USD 915 k | Mantener |
18,275
| – | – | ﹤0.01% | 735 |
|
|
2017
Q1 | USD 862 k | Mantener |
18,275
| – | – | ﹤0.01% | 728 |
|
|
2016
Q4 | USD 787 k | Comprar |
18,275
+6,466
| +55% | +USD 261 k | ﹤0.01% | 718 |
|
|
2016
Q3 | USD 471 k | Mantener |
11,809
| – | – | ﹤0.01% | 929 |
|
|
2016
Q2 | USD 451 k | Vender |
11,809
-432
| -4% | -USD 15.6 k | ﹤0.01% | 827 |
|
|
2016
Q1 | USD 448 k | Vender |
12,241
-1,047
| -8% | -USD 34.7 k | ﹤0.01% | 796 |
|
|
2015
Q4 | USD 446 k | Comprar |
13,288
+3,386
| +34% | +USD 117 k | ﹤0.01% | 818 |
|
|
2015
Q3 | USD 308 k | Comprar |
+9,902
| Nuevas | +USD 303 k | ﹤0.01% | 958 |
|
|
2015
Q2 | – | Vender |
-11,902
| Cerradas | -USD 346 k | – | 2692 |
|
|
2015
Q1 | USD 346 k | Comprar |
11,902
+2,000
| +20% | +USD 55 k | ﹤0.01% | 925 |
|
|
2014
Q4 | USD 269 k | Mantener |
9,902
| – | – | ﹤0.01% | 987 |
|
|
2014
Q3 | USD 219 k | Mantener |
9,902
| – | – | ﹤0.01% | 1008 |
|
|
2014
Q2 | USD 245 k | Mantener |
9,902
| – | – | ﹤0.01% | 936 |
|
|
2014
Q1 | USD 231 k | Mantener |
9,902
| – | – | ﹤0.01% | 938 |
|
|
2013
Q4 | USD 268 k | Mantener |
9,902
| – | – | ﹤0.01% | 730 |
|
|
2013
Q3 | USD 243 k | Comprar |
9,902
+585
| +6% | +USD 14.2 k | ﹤0.01% | 685 |
|
|
2013
Q2 | USD 214 k | Comprar |
+9,317
| Nuevas | +USD 219 k | 0.01% | 663 |
|
Otros fondos que tienen SIGI en su cartera
Posición de Creative Planning en SIGI: resumen de T2 2026
Creative Planning aumentó su participación en Selective Insurance (SIGI) en 51% durante T2 2026, al comprar aproximadamente USD 2.91 M y elevar la posición a 100,183 acciones con un valor de USD 9.7 M. La posición representa 0.01% de la cartera y ocupa el puesto #909.
Creative Planning reportó por primera vez una posición en SIGI en T2 2013 y la ha mantenido durante 52 trimestres desde entonces. Al cierre de T2 2026, 375 fondos que sigue Wall St. Rank mantienen una posición en SIGI.
- Al cierre de T2 2026, Creative Planning tenía 100,183 acciones de Selective Insurance con un valor de USD 9.7 M.
- Creative Planning compró 33,639 acciones de Selective Insurance en T2 2026, por un monto estimado de USD 2.91 M.
- Selective Insurance representó 0.01% de la cartera de Creative Planning en T2 2026 y fue su posición número 909.
- Creative Planning reportó por primera vez una posición en Selective Insurance en T2 2013 y la ha mantenido durante 52 trimestres desde entonces.
- Al cierre de T2 2026, 375 fondos que sigue Wall St. Rank tenían Selective Insurance en cartera.
Según el Informe 13F de Creative Planning correspondiente a T2 2026, presentado el 13 ago 2026.