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Avior Wealth Management’s Selective Insurance SIGI Stock Holding History

Avior 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
2025
Q1 		– Sell
-130
Closed -$12.2K – 2053
2024
Q4 		$12.2K Buy
130
+6
+5% +$575 ﹤0.01% 1553
2024
Q3 		$11.6K Sell
124
-2,166
-95% -$195K ﹤0.01% 1507
2024
Q2 		$215K Sell
2,290
-349
-13% -$34.2K 0.01% 651
2024
Q1 		$288K Buy
+2,639
New +$272K 0.01% 597

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
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return

Avior Wealth Management's SIGI Position: Q1 2025 in Review

Avior Wealth Management sold out of Selective Insurance (SIGI) in Q1 2025, closing a stake of 130 shares — an estimated $12.2K sold.

Avior Wealth Management first reported a position in SIGI in Q1 2024 and held it in 4 quarters. The position peaked at $288K in Q1 2024. 345 funds tracked by Wall St. Rank hold SIGI as of Q1 2025.

  • Avior Wealth Management reported no remaining Selective Insurance position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 130 Selective Insurance shares in Q1 2025, an estimated $12.2K.
  • Avior Wealth Management first reported a position in Selective Insurance in Q1 2024 and held it in 4 quarters.
  • Avior Wealth Management's Selective Insurance position peaked at $288K in Q1 2024.
  • 345 funds tracked by Wall St. Rank held Selective Insurance as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.