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Concurrent Investment Advisors’s Selective Insurance SIGI Stock Holding History

Concurrent Investment 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
2026
Q2 		$220K Buy
+2,265
New +$196K ﹤0.01% 1886
2026
Q1 		– Sell
-2,475
Closed -$207K – 2038
2025
Q4 		$207K Buy
+2,475
New +$199K ﹤0.01% 1621

Other funds holding SIGI

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

Concurrent Investment Advisors's SIGI Position: Q2 2026 in Review

Concurrent Investment Advisors opened a new position in Selective Insurance (SIGI) in Q2 2026: 2,265 shares worth $220K. The stake represents ﹤0.01% of the portfolio and ranks #1886 among its holdings. This is a return to the name: Concurrent Investment Advisors previously reported a position in SIGI as recently as Q4 2025.

Concurrent Investment Advisors first reported a position in SIGI in Q4 2025 and has held it in 2 quarters since. 374 funds tracked by Wall St. Rank hold SIGI as of Q2 2026.

  • Concurrent Investment Advisors held 2,265 shares of Selective Insurance worth $220K as of Q2 2026.
  • Selective Insurance was a new Concurrent Investment Advisors position in Q2 2026.
  • Selective Insurance made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1886 holding.
  • Concurrent Investment Advisors first reported a position in Selective Insurance in Q4 2025 and has held it in 2 quarters since.
  • 374 funds tracked by Wall St. Rank held Selective Insurance as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.