Burkett Financial Services’s Selective Insurance SIGI Stock Holding History

Burkett Financial Services’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	$74.6K	Buy	769 +4	+0.5%	+$346	0.02%	79
2026 Q1	$57.7K	Buy	765 +4	+0.5%	+$327	0.02%	92
2025 Q4	$63.7K	Buy	761 +3	+0.4%	+$241	0.02%	84
2025 Q3	$61.4K	Buy	758 +4	+0.5%	+$323	0.02%	89
2025 Q2	$65.3K	Hold	754	–	–	0.02%	84
2025 Q1	$69K	Buy	754 +3	+0.4%	+$263	0.03%	78
2024 Q4	$70.2K	Hold	751	–	–	0.03%	73
2024 Q3	$70K	Hold	751	–	–	0.03%	70
2024 Q2	$70.4K	Hold	751	–	–	0.04%	65
2024 Q1	$81.9K	Hold	751	–	–	0.04%	66
2023 Q4	$74.7K	Buy	+751	New	+$77.1K	0.04%	70

Other funds holding SIGI

VNIM

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

TCM

Tributary Capital Management Omaha, Nebraska $1.22B AUM 44.12% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

PCM

Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return

Amalgamated Bank New York $14.5B AUM 44.3% 1-Year Est. Return

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

Burkett Financial Services's SIGI Position: Q2 2026 in Review

Burkett Financial Services increased its Selective Insurance (SIGI) stake by 0.52% in Q2 2026, buying an estimated $346 and bringing the position to 769 shares worth $74.6K. The position accounts for 0.02% of the portfolio, ranked #79.

Burkett Financial Services first reported a position in SIGI in Q4 2023 and has held it in 11 quarters since. The position peaked at $81.9K in Q1 2024. 63 funds tracked by Wall St. Rank hold SIGI as of Q2 2026.

Burkett Financial Services held 769 shares of Selective Insurance worth $74.6K as of Q2 2026.
Burkett Financial Services bought 4 Selective Insurance shares in Q2 2026, an estimated $346.
Selective Insurance made up 0.02% of Burkett Financial Services's portfolio in Q2 2026, its #79 holding.
Burkett Financial Services first reported a position in Selective Insurance in Q4 2023 and has held it in 11 quarters since.
Burkett Financial Services's Selective Insurance position peaked at $81.9K in Q1 2024.
63 funds tracked by Wall St. Rank held Selective Insurance as of Q2 2026.

Based on Burkett Financial Services's 13F filing for Q2 2026, filed 2 Jul 2026.