BFS
SIGI icon

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
Q3 		$64.6K Buy
772
+3
+0.4% +$279 0.02% 120
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

GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return
PCMC
Paragon Capital Management (Colorado) Denver, Colorado $544M AUM 28.41% 1-Year Est. Return
RF
Roxbury Financial Mount Arlington, New Jersey $130M AUM 20.04% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Burkett Financial Services's SIGI Position: Q3 2026 in Review

Burkett Financial Services increased its Selective Insurance (SIGI) stake by 0.39% in Q3 2026, buying an estimated $279 and bringing the position to 772 shares worth $64.6K. The position accounts for 0.02% of the portfolio, ranked #120.

Burkett Financial Services first reported a position in SIGI in Q4 2023 and has held it in 12 quarters since. The position peaked at $81.9K in Q1 2024. 16 funds tracked by Wall St. Rank hold SIGI as of Q3 2026.

  • Burkett Financial Services held 772 shares of Selective Insurance worth $64.6K as of Q3 2026.
  • Burkett Financial Services bought 3 Selective Insurance shares in Q3 2026, an estimated $279.
  • Selective Insurance made up 0.02% of Burkett Financial Services's portfolio in Q3 2026, its #120 holding.
  • Burkett Financial Services first reported a position in Selective Insurance in Q4 2023 and has held it in 12 quarters since.
  • Burkett Financial Services's Selective Insurance position peaked at $81.9K in Q1 2024.
  • 16 funds tracked by Wall St. Rank held Selective Insurance as of Q3 2026.

Based on Burkett Financial Services's 13F filing for Q3 2026, filed 1 Oct 2026.