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Elevation Wealth Partners’s Selective Insurance SIGI Stock Holding History

Elevation Wealth Partners’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
Q3 		$5.27K Hold
63
– – ﹤0.01% 1090
2026
Q2 		$6.11K Buy
+63
New +$5.44K ﹤0.01% 961
2026
Q1 		– Sell
-46
Closed -$3.85K – 1131
2025
Q4 		$3.85K Buy
+46
New +$3.69K ﹤0.01% 681

Other funds holding SIGI

GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return
PCMC
Paragon Capital Management (Colorado) Denver, Colorado $544M AUM 28.41% 1-Year Est. Return
RF
Roxbury Financial Mount Arlington, New Jersey $130M AUM 20.04% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
BFS
Burkett Financial Services Rock Hill, South Carolina $331M AUM 14.93% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Elevation Wealth Partners's SIGI Position: Q3 2026 in Review

Elevation Wealth Partners held its Selective Insurance (SIGI) position steady in Q3 2026 at 63 shares worth $5.27K. The position accounts for ﹤0.01% of the portfolio, ranked #1090.

Elevation Wealth Partners first reported a position in SIGI in Q4 2025 and has held it in 3 quarters since. The position peaked at $6.11K in Q2 2026. 16 funds tracked by Wall St. Rank hold SIGI as of Q3 2026.

  • Elevation Wealth Partners held 63 shares of Selective Insurance worth $5.27K as of Q3 2026.
  • Elevation Wealth Partners left its Selective Insurance share count unchanged in Q3 2026.
  • Selective Insurance made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #1090 holding.
  • Elevation Wealth Partners first reported a position in Selective Insurance in Q4 2025 and has held it in 3 quarters since.
  • Elevation Wealth Partners's Selective Insurance position peaked at $6.11K in Q2 2026.
  • 16 funds tracked by Wall St. Rank held Selective Insurance as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.