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Berry Wealth Group’s Selective Insurance SIGI Stock Holding History

Berry Wealth Group’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
-2,605
Closed -$226K – 94
2025
Q2 		$226K Buy
2,605
+3
+0.1% +$263 0.16% 92
2025
Q1 		$238K Sell
2,602
-799
-23% -$70K 0.19% 81
2024
Q4 		$318K Buy
3,401
+1,200
+55% +$115K 0.23% 54
2024
Q3 		$205K Buy
+2,201
New +$199K 0.15% 91
2024
Q2 		– Sell
-2,151
Closed -$235K – 89
2024
Q1 		$235K Buy
+2,151
New +$222K 0.19% 69

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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Morgan Stanley
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

Berry Wealth Group's SIGI Position: Q3 2025 in Review

Berry Wealth Group sold out of Selective Insurance (SIGI) in Q3 2025, closing a stake of 2,605 shares — an estimated $226K sold.

Berry Wealth Group first reported a position in SIGI in Q1 2024 and held it in 5 quarters. The position peaked at $318K in Q4 2024. 343 funds tracked by Wall St. Rank hold SIGI as of Q3 2025.

  • Berry Wealth Group reported no remaining Selective Insurance position as of Q3 2025 after selling out during the quarter.
  • Berry Wealth Group sold 2,605 Selective Insurance shares in Q3 2025, an estimated $226K.
  • Berry Wealth Group first reported a position in Selective Insurance in Q1 2024 and held it in 5 quarters.
  • Berry Wealth Group's Selective Insurance position peaked at $318K in Q4 2024.
  • 343 funds tracked by Wall St. Rank held Selective Insurance as of Q3 2025.

Based on Berry Wealth Group's 13F filing for Q3 2025, filed 12 Nov 2025.