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EverSource Wealth Advisors’s Selective Insurance SIGI Stock Holding History

EverSource 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 		$122K Sell
1,258
-282
-18% -$24.4K ﹤0.01% 1282
2026
Q1 		$116K Sell
1,540
-117
-7% -$9.57K ﹤0.01% 1344
2025
Q4 		$139K Buy
1,657
+685
+70% +$55K 0.01% 1147
2025
Q3 		$78.8K Buy
972
+126
+15% +$10.2K ﹤0.01% 1402
2025
Q2 		$73.3K Buy
846
+682
+416% +$59.8K ﹤0.01% 1374
2025
Q1 		$15K Sell
164
-90
-35% -$7.89K ﹤0.01% 1860
2024
Q4 		$23.8K Buy
254
+4
+2% +$383 ﹤0.01% 1529
2024
Q3 		$23.3K Buy
250
+64
+34% +$5.78K ﹤0.01% 1417
2024
Q2 		$16.8K Buy
186
+14
+8% +$1.37K ﹤0.01% 1593
2024
Q1 		$17.5K Buy
172
+22
+15% +$2.27K ﹤0.01% 1426
2023
Q4 		$14.9K Hold
150
– – ﹤0.01% 1389
2023
Q3 		$15.5K Hold
150
– – ﹤0.01% 1224
2023
Q2 		$14.4K Hold
150
– – ﹤0.01% 1286
2023
Q1 		$14.3K Hold
150
– – ﹤0.01% 1215
2022
Q4 		$13.3K Buy
+150
New +$13.7K ﹤0.01% 1221

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 $3.38T AUM 44.17% 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

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

EverSource Wealth Advisors reduced its Selective Insurance (SIGI) stake by 18% in Q2 2026, selling an estimated $24.4K and leaving 1,258 shares worth $122K. The position accounts for ﹤0.01% of the portfolio, ranked #1282.

EverSource Wealth Advisors first reported a position in SIGI in Q4 2022 and has held it in 15 quarters since. The position peaked at $139K in Q4 2025. 375 funds tracked by Wall St. Rank hold SIGI as of Q2 2026.

  • EverSource Wealth Advisors held 1,258 shares of Selective Insurance worth $122K as of Q2 2026.
  • EverSource Wealth Advisors sold 282 Selective Insurance shares in Q2 2026, an estimated $24.4K.
  • Selective Insurance made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1282 holding.
  • EverSource Wealth Advisors first reported a position in Selective Insurance in Q4 2022 and has held it in 15 quarters since.
  • EverSource Wealth Advisors's Selective Insurance position peaked at $139K in Q4 2025.
  • 375 funds tracked by Wall St. Rank held Selective Insurance as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.