Baron Wealth Management’s Selective Insurance SIGI Stock Holding History

Baron 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
2026 Q2	$361K	Buy	3,722 +261	+8%	+$22.6K	0.09%	168
2026 Q1	$261K	Buy	3,461 +317	+10%	+$25.9K	0.08%	207
2025 Q4	$263K	Buy	3,144 +24	+0.8%	+$1.93K	0.08%	188
2025 Q3	$253K	Hold	3,120	–	–	0.08%	182
2025 Q2	$270K	Hold	3,120	–	–	0.1%	156
2025 Q1	$286K	Sell	3,120 -101	-3%	-$8.85K	0.13%	137
2024 Q4	$301K	Hold	3,221	–	–	0.14%	121
2024 Q3	$301K	Sell	3,221 -136	-4%	-$12.3K	0.14%	123
2024 Q2	$315K	Buy	3,357 +237	+8%	+$23.2K	0.16%	101
2024 Q1	$341K	Hold	3,120	–	–	0.18%	99
2023 Q4	$310K	Hold	3,120	–	–	0.17%	102
2023 Q3	$322K	Hold	3,120	–	–	0.21%	84
2023 Q2	$299K	Hold	3,120	–	–	0.19%	95
2023 Q1	$297K	Hold	3,120	–	–	0.21%	83
2022 Q4	$276K	Buy	+3,120	New	+$284K	0.21%	89

Other funds holding SIGI

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return

Somerset Trust Somerset, Pennsylvania $354M AUM 26.54% 1-Year Est. Return

Crescent Sterling Metairie, Louisiana $112M AUM 26.76% 1-Year Est. Return

Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return

Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return

Roxbury Financial Mount Arlington, New Jersey $126M AUM 23.88% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return