Avantax Advisory Services’s Selective Insurance SIGI Stock Holding History

Avantax Advisory Services’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
2025 Q2	$295K	Sell	3,402 -311	-8%	-$27.3K	﹤0.01%	1917
2025 Q1	$340K	Buy	3,713 +2	+0.1%	+$175	﹤0.01%	1749
2024 Q4	$347K	Sell	3,711 -408	-10%	-$39.1K	﹤0.01%	1686
2024 Q3	$384K	Sell	4,119 -92	-2%	-$8.3K	﹤0.01%	1587
2024 Q2	$395K	Buy	4,211 +2,094	+99%	+$205K	﹤0.01%	1525
2024 Q1	$231K	Buy	2,117 +1	+0%	+$103	﹤0.01%	1460
2023 Q4	$211K	Sell	2,116 -296	-12%	-$30.4K	﹤0.01%	1451
2023 Q3	$249K	Buy	+2,412	New	+$242K	﹤0.01%	1299

Other funds holding SIGI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Avantax Advisory Services's SIGI Position: Q2 2025 in Review

Avantax Advisory Services reduced its Selective Insurance (SIGI) stake by 8.4% in Q2 2025, selling an estimated $27.3K and leaving 3,402 shares worth $295K. The position accounts for ﹤0.01% of the portfolio, ranked #1917.

Avantax Advisory Services first reported a position in SIGI in Q3 2023 and has held it in 8 quarters since. The position peaked at $395K in Q2 2024. 349 funds tracked by Wall St. Rank hold SIGI as of Q2 2025.

Avantax Advisory Services held 3,402 shares of Selective Insurance worth $295K as of Q2 2025.
Avantax Advisory Services sold 311 Selective Insurance shares in Q2 2025, an estimated $27.3K.
Selective Insurance made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1917 holding.
Avantax Advisory Services first reported a position in Selective Insurance in Q3 2023 and has held it in 8 quarters since.
Avantax Advisory Services's Selective Insurance position peaked at $395K in Q2 2024.
349 funds tracked by Wall St. Rank held Selective Insurance as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.