Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Selective Insurance SIGI Stock Holding History

Carson Wealth (CWM LLC)’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
Q1 		$1.45M Sell
19,225
-7,814
-29% -$639K ﹤0.01% 1346
2025
Q4 		$2.26M Buy
27,039
+13,757
+104% +$1.1M 0.01% 1100
2025
Q3 		$1.08M Buy
13,282
+6,638
+100% +$535K ﹤0.01% 1362
2025
Q2 		$576K Buy
6,644
+4,305
+184% +$377K ﹤0.01% 1531
2025
Q1 		$214K Sell
2,339
-1,113
-32% -$97.5K ﹤0.01% 1880
2024
Q4 		$323K Buy
3,452
+236
+7% +$22.6K ﹤0.01% 1552
2024
Q3 		$300K Buy
3,216
+297
+10% +$26.8K ﹤0.01% 1545
2024
Q2 		$274K Sell
2,919
-889
-23% -$87.1K ﹤0.01% 1436
2024
Q1 		$416K Buy
3,808
+3,628
+2,016% +$374K ﹤0.01% 1200
2023
Q4 		$18K Sell
180
-86
-32% -$8.82K ﹤0.01% 2854
2023
Q3 		$27K Buy
266
+3
+1% +$301 ﹤0.01% 2483
2023
Q2 		$25K Buy
263
+4
+2% +$394 ﹤0.01% 2494
2023
Q1 		$25K Buy
259
+17
+7% +$1.63K ﹤0.01% 2355
2022
Q4 		$21K Buy
242
+33
+16% +$3.01K ﹤0.01% 2336
2022
Q3 		$17K Buy
209
+111
+113% +$9.05K ﹤0.01% 2344
2022
Q2 		$9K Buy
98
+8
+9% +$651 ﹤0.01% 2666
2022
Q1 		$8K Buy
90
+6
+7% +$488 ﹤0.01% 2638
2021
Q4 		$7K Buy
+84
New +$6.66K ﹤0.01% 2569
2021
Q2 		$7K Hold
84
– – ﹤0.01% 2259
2021
Q1 		$7K Hold
84
– – ﹤0.01% 2259
2020
Q4 		$7K Hold
84
– – ﹤0.01% 2258
2020
Q3 		$7K Hold
84
– – ﹤0.01% 2256
2020
Q2 		$7K Hold
84
– – ﹤0.01% 2255
2020
Q1 		$7K Hold
84
– – ﹤0.01% 2255
2019
Q4 		$7K Hold
84
– – ﹤0.01% 2255
2019
Q3 		$7K Hold
84
– – ﹤0.01% 2254
2019
Q2 		$7K Hold
84
– – ﹤0.01% 2254
2019
Q1 		$7K Buy
+84
New +$5.28K ﹤0.01% 2253

Other funds holding SIGI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Carson Wealth (CWM LLC)'s SIGI Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its Selective Insurance (SIGI) stake by 29% in Q1 2026, selling an estimated $639K and leaving 19,225 shares worth $1.45M. The position accounts for ﹤0.01% of the portfolio, ranked #1346.

Carson Wealth (CWM LLC) first reported a position in SIGI in Q1 2019 and has held it in 28 quarters since. The position peaked at $2.26M in Q4 2025. 373 funds tracked by Wall St. Rank hold SIGI as of Q1 2026.

  • Carson Wealth (CWM LLC) held 19,225 shares of Selective Insurance worth $1.45M as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 7,814 Selective Insurance shares in Q1 2026, an estimated $639K.
  • Selective Insurance made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1346 holding.
  • Carson Wealth (CWM LLC) first reported a position in Selective Insurance in Q1 2019 and has held it in 28 quarters since.
  • Carson Wealth (CWM LLC)'s Selective Insurance position peaked at $2.26M in Q4 2025.
  • 373 funds tracked by Wall St. Rank held Selective Insurance as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.