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Epoch Investment Partners’s Selective Insurance SIGI Stock Holding History

Epoch Investment 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
2024
Q3 		– Sell
-9,845
Closed -$924K – 393
2024
Q2 		$924K Sell
9,845
-45,851
-82% -$4.49M ﹤0.01% 313
2024
Q1 		$6.08M Sell
55,696
-53,145
-49% -$5.47M 0.03% 268
2023
Q4 		$10.8M Sell
108,841
-12,582
-10% -$1.29M 0.05% 255
2023
Q3 		$12.5M Sell
121,423
-11,925
-9% -$1.2M 0.08% 239
2023
Q2 		$12.8M Sell
133,348
-13,778
-9% -$1.36M 0.07% 246
2023
Q1 		$14M Buy
+147,126
New +$14.1M 0.08% 226

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return

Epoch Investment Partners's SIGI Position: Q3 2024 in Review

Epoch Investment Partners sold out of Selective Insurance (SIGI) in Q3 2024, closing a stake of 9,845 shares — an estimated $924K sold.

Epoch Investment Partners first reported a position in SIGI in Q1 2023 and held it in 6 quarters. The position peaked at $14M in Q1 2023. 328 funds tracked by Wall St. Rank hold SIGI as of Q3 2024.

  • Epoch Investment Partners reported no remaining Selective Insurance position as of Q3 2024 after selling out during the quarter.
  • Epoch Investment Partners sold 9,845 Selective Insurance shares in Q3 2024, an estimated $924K.
  • Epoch Investment Partners first reported a position in Selective Insurance in Q1 2023 and held it in 6 quarters.
  • Epoch Investment Partners's Selective Insurance position peaked at $14M in Q1 2023.
  • 328 funds tracked by Wall St. Rank held Selective Insurance as of Q3 2024.

Based on Epoch Investment Partners's 13F filing for Q3 2024, filed 13 Nov 2024.