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AE Wealth Management’s Selective Insurance SIGI Stock Holding History

AE Wealth Management’s Portfolio SIGI Stock Details SIGI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-2,206
Closed -$206K – 2164
2024
Q3 		$206K Buy
+2,206
New +$199K ﹤0.01% 1173
2024
Q2 		– Sell
-4,193
Closed -$458K – 1275
2024
Q1 		$458K Buy
+4,193
New +$432K 0.01% 846

Other funds holding SIGI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

AE Wealth Management's SIGI Position: Q4 2024 in Review

AE Wealth Management sold out of Selective Insurance (SIGI) in Q4 2024, closing a stake of 2,206 shares — an estimated $206K sold.

AE Wealth Management first reported a position in SIGI in Q1 2024 and held it in 2 quarters. The position peaked at $458K in Q1 2024. 340 funds tracked by Wall St. Rank hold SIGI as of Q4 2024.

  • AE Wealth Management reported no remaining Selective Insurance position as of Q4 2024 after selling out during the quarter.
  • AE Wealth Management sold 2,206 Selective Insurance shares in Q4 2024, an estimated $206K.
  • AE Wealth Management first reported a position in Selective Insurance in Q1 2024 and held it in 2 quarters.
  • AE Wealth Management's Selective Insurance position peaked at $458K in Q1 2024.
  • 340 funds tracked by Wall St. Rank held Selective Insurance as of Q4 2024.

Based on AE Wealth Management's 13F filing for Q4 2024, filed 13 Feb 2025.