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Capital Performance Advisors’s Selective Insurance SIGI Stock Holding History

Capital Performance Advisors’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
2024
Q4 		– Sell
-9
Closed -$840 – 2257
2024
Q3 		$840 Buy
+9
New +$812 ﹤0.01% 1995

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Capital Performance Advisors's SIGI Position: Q4 2024 in Review

Capital Performance Advisors sold out of Selective Insurance (SIGI) in Q4 2024, closing a stake of 9 shares — an estimated $840 sold.

Capital Performance Advisors first reported a position in SIGI in Q3 2024 and held it in 1 quarter. The position peaked at $840 in Q3 2024. 340 funds tracked by Wall St. Rank hold SIGI as of Q4 2024.

  • Capital Performance Advisors reported no remaining Selective Insurance position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 9 Selective Insurance shares in Q4 2024, an estimated $840.
  • Capital Performance Advisors first reported a position in Selective Insurance in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's Selective Insurance position peaked at $840 in Q3 2024.
  • 340 funds tracked by Wall St. Rank held Selective Insurance as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.