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Diversified Trust’s Selective Insurance SIGI Stock Holding History

Diversified Trust’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
2025
Q1 		– Sell
-4,382
Closed -$410K – 1015
2024
Q4 		$410K Buy
4,382
+1
+0% +$96 0.01% 646
2024
Q3 		$409K Sell
4,381
-4,433
-50% -$400K 0.01% 650
2024
Q2 		$827K Buy
8,814
+303
+4% +$29.7K 0.02% 382
2024
Q1 		$929K Sell
8,511
-374
-4% -$38.5K 0.03% 336
2023
Q4 		$884K Buy
8,885
+1,935
+28% +$199K 0.03% 320
2023
Q3 		$717K Sell
6,950
-7
-0.1% -$702 0.03% 340
2023
Q2 		$668K Sell
6,957
-843
-11% -$83K 0.02% 377
2023
Q1 		$744K Hold
7,800
– – 0.03% 331
2022
Q4 		$691K Sell
7,800
-625
-7% -$57K 0.03% 337
2022
Q3 		$686K Hold
8,425
– – 0.03% 291
2022
Q2 		$732K Hold
8,425
– – 0.03% 299
2022
Q1 		$753K Buy
8,425
+650
+8% +$52.9K 0.03% 325
2021
Q4 		$637K Hold
7,775
– – 0.02% 374
2021
Q3 		$587K Buy
7,775
+875
+13% +$70.5K 0.02% 351
2021
Q2 		$560K Sell
6,900
-25
-0.4% -$1.91K 0.02% 363
2021
Q1 		$502K Hold
6,925
– – 0.02% 372
2020
Q4 		$464K Buy
6,925
+1,460
+27% +$87.5K 0.02% 365
2020
Q3 		$281K Buy
+5,465
New +$301K 0.01% 467

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
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return

Diversified Trust's SIGI Position: Q1 2025 in Review

Diversified Trust sold out of Selective Insurance (SIGI) in Q1 2025, closing a stake of 4,382 shares — an estimated $410K sold.

Diversified Trust first reported a position in SIGI in Q3 2020 and held it in 18 quarters. The position peaked at $929K in Q1 2024. 345 funds tracked by Wall St. Rank hold SIGI as of Q1 2025.

  • Diversified Trust reported no remaining Selective Insurance position as of Q1 2025 after selling out during the quarter.
  • Diversified Trust sold 4,382 Selective Insurance shares in Q1 2025, an estimated $410K.
  • Diversified Trust first reported a position in Selective Insurance in Q3 2020 and held it in 18 quarters.
  • Diversified Trust's Selective Insurance position peaked at $929K in Q1 2024.
  • 345 funds tracked by Wall St. Rank held Selective Insurance as of Q1 2025.

Based on Diversified Trust's 13F filing for Q1 2025, filed 24 Apr 2025.