Cornerstone Planning Group’s Selective Insurance SIGI Stock Holding History

Cornerstone Planning Group’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	$485	Sell	5 -1	-17%	-$86	﹤0.01%	1705
2026 Q1	$413	Buy	6 +1	+20%	+$82	﹤0.01%	1693
2025 Q4	$407	Buy	+5	New	+$401	﹤0.01%	1553
2025 Q3	–	Sell	-4	Closed	-$312	–	1753
2025 Q2	$312	Buy	+4	New	+$350	﹤0.01%	1411
2024 Q1	–	Sell	-633	Closed	-$63K	–	1181
2023 Q4	$63K	Buy	+633	New	+$64.9K	0.02%	153

Other funds holding SIGI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Cornerstone Planning Group's SIGI Position: Q2 2026 in Review

Cornerstone Planning Group reduced its Selective Insurance (SIGI) stake by 17% in Q2 2026, selling an estimated $86 and leaving 5 shares worth $485. The position accounts for ﹤0.01% of the portfolio, ranked #1705.

Cornerstone Planning Group first reported a position in SIGI in Q4 2023 and has held it in 5 quarters since. The position peaked at $63K in Q4 2023. 374 funds tracked by Wall St. Rank hold SIGI as of Q2 2026.

Cornerstone Planning Group held 5 shares of Selective Insurance worth $485 as of Q2 2026.
Cornerstone Planning Group sold 1 Selective Insurance share in Q2 2026, an estimated $86.
Selective Insurance made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #1705 holding.
Cornerstone Planning Group first reported a position in Selective Insurance in Q4 2023 and has held it in 5 quarters since.
Cornerstone Planning Group's Selective Insurance position peaked at $63K in Q4 2023.
374 funds tracked by Wall St. Rank held Selective Insurance as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.