EP Wealth Advisors’s Selective Insurance SIGI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$429K	Sell	5,694 -276	-5%	-$22.6K	﹤0.01%	974
2025 Q4	$500K	Buy	+5,970	New	+$479K	﹤0.01%	879
2025 Q2	$401K	Buy	4,632 +1,697	+58%	+$149K	﹤0.01%	877
2025 Q1	$269K	Buy	2,935 +6	+0.2%	+$526	﹤0.01%	968
2024 Q4	$274K	Buy	2,929 +58	+2%	+$5.56K	﹤0.01%	912
2024 Q3	$268K	Hold	2,871	–	–	﹤0.01%	905
2024 Q2	$269K	Hold	2,871	–	–	﹤0.01%	684
2024 Q1	$313K	Hold	2,871	–	–	﹤0.01%	614
2023 Q4	$286K	Sell	2,871 -59	-2%	-$6.05K	﹤0.01%	627
2023 Q3	$302K	Sell	2,930 -88,337	-97%	-$8.86M	﹤0.01%	558
2023 Q2	$271K	Buy	91,267 +82,679	+963%	+$8.15M	﹤0.01%	585
2023 Q1	$706K	Buy	8,588 +5,763	+204%	+$551K	0.01%	352
2022 Q4	$250K	Buy	+2,825	New	+$257K	﹤0.01%	504
2022 Q3	–	Sell	-3,112	Closed	-$271K	–	586
2022 Q2	$271K	Buy	3,112 +5	+0.2%	+$407	0.01%	504
2022 Q1	$278K	Sell	3,107 -7	-0.2%	-$570	0.01%	500
2021 Q4	$255K	Hold	3,114	–	–	0.01%	488
2021 Q3	$235K	Sell	3,114 -14	-0.4%	-$1.13K	0.01%	481
2021 Q2	$254K	Buy	3,128 +3	+0.1%	+$229	0.01%	476
2021 Q1	$227K	Sell	3,125 -106	-3%	-$7.38K	0.01%	452
2020 Q4	$216K	Buy	+3,231	New	+$194K	0.01%	395
2020 Q1	–	Sell	-3,206	Closed	-$209K	–	428
2019 Q4	$209K	Sell	3,206 -106	-3%	-$7.33K	0.01%	390
2019 Q3	$249K	Sell	3,312 -34	-1%	-$2.62K	0.01%	308
2019 Q2	$251K	Buy	3,346 +147	+5%	+$10.5K	0.02%	264
2019 Q1	$202K	Buy	+3,199	New	+$201K	0.02%	236