Avion Wealth’s Selective Insurance SIGI Stock Holding History

Avion Wealth’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 Q3	–	Sell	-12	Closed	-$1K	–	1517
2025 Q2	$1K	Buy	+12	New	+$1.05K	﹤0.01%	1063

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

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

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

VNIM

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

Avion Wealth's SIGI Position: Q3 2025 in Review

Avion Wealth sold out of Selective Insurance (SIGI) in Q3 2025, closing a stake of 12 shares — an estimated $1K sold.

Avion Wealth first reported a position in SIGI in Q2 2025 and held it in 1 quarter. The position peaked at $1K in Q2 2025. 343 funds tracked by Wall St. Rank hold SIGI as of Q3 2025.

Avion Wealth reported no remaining Selective Insurance position as of Q3 2025 after selling out during the quarter.
Avion Wealth sold 12 Selective Insurance shares in Q3 2025, an estimated $1K.
Avion Wealth first reported a position in Selective Insurance in Q2 2025 and held it in 1 quarter.
Avion Wealth's Selective Insurance position peaked at $1K in Q2 2025.
343 funds tracked by Wall St. Rank held Selective Insurance as of Q3 2025.

Based on Avion Wealth's 13F filing for Q3 2025, filed 24 Oct 2025.