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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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Baron Wealth Management's SIGI Position: Q2 2026 in Review

Baron Wealth Management increased its Selective Insurance (SIGI) stake by 7.5% in Q2 2026, buying an estimated $22.6K and bringing the position to 3,722 shares worth $361K. The position accounts for 0.09% of the portfolio, ranked #168.

Baron Wealth Management first reported a position in SIGI in Q4 2022 and has held it in 15 quarters since. 374 funds tracked by Wall St. Rank hold SIGI as of Q2 2026.

  • Baron Wealth Management held 3,722 shares of Selective Insurance worth $361K as of Q2 2026.
  • Baron Wealth Management bought 261 Selective Insurance shares in Q2 2026, an estimated $22.6K.
  • Selective Insurance made up 0.09% of Baron Wealth Management's portfolio in Q2 2026, its #168 holding.
  • Baron Wealth Management first reported a position in Selective Insurance in Q4 2022 and has held it in 15 quarters since.
  • 374 funds tracked by Wall St. Rank held Selective Insurance as of Q2 2026.

Based on Baron Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.