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EP Wealth Advisors’s Selective Insurance SIGI Stock Holding History

EP Wealth 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 		$563K Buy
5,808
+114
+2% +$9.85K ﹤0.01% 975
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

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

EP Wealth Advisors's SIGI Position: Q2 2026 in Review

EP Wealth Advisors increased its Selective Insurance (SIGI) stake by 2% in Q2 2026, buying an estimated $9.85K and bringing the position to 5,808 shares worth $563K. The position accounts for ﹤0.01% of the portfolio, ranked #975.

EP Wealth Advisors first reported a position in SIGI in Q1 2019 and has held it in 25 quarters since. The position peaked at $706K in Q1 2023. 374 funds tracked by Wall St. Rank hold SIGI as of Q2 2026.

  • EP Wealth Advisors held 5,808 shares of Selective Insurance worth $563K as of Q2 2026.
  • EP Wealth Advisors bought 114 Selective Insurance shares in Q2 2026, an estimated $9.85K.
  • Selective Insurance made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #975 holding.
  • EP Wealth Advisors first reported a position in Selective Insurance in Q1 2019 and has held it in 25 quarters since.
  • EP Wealth Advisors's Selective Insurance position peaked at $706K in Q1 2023.
  • 374 funds tracked by Wall St. Rank held Selective Insurance as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.