EPG
SIGI icon

Estate Planners Group’s Selective Insurance SIGI Stock Holding History

Estate Planners Group’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
Q1 		– Sell
-999
Closed -$83.6K – 356
2025
Q4 		$83.6K Buy
+999
New +$80.2K 0.04% 104

Other funds holding SIGI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Estate Planners Group's SIGI Position: Q1 2026 in Review

Estate Planners Group sold out of Selective Insurance (SIGI) in Q1 2026, closing a stake of 999 shares — an estimated $83.6K sold.

Estate Planners Group first reported a position in SIGI in Q4 2025 and held it in 1 quarter. The position peaked at $83.6K in Q4 2025. 373 funds tracked by Wall St. Rank hold SIGI as of Q1 2026.

  • Estate Planners Group reported no remaining Selective Insurance position as of Q1 2026 after selling out during the quarter.
  • Estate Planners Group sold 999 Selective Insurance shares in Q1 2026, an estimated $83.6K.
  • Estate Planners Group first reported a position in Selective Insurance in Q4 2025 and held it in 1 quarter.
  • Estate Planners Group's Selective Insurance position peaked at $83.6K in Q4 2025.
  • 373 funds tracked by Wall St. Rank held Selective Insurance as of Q1 2026.

Based on Estate Planners Group's 13F filing for Q1 2026, filed 11 May 2026.