EPW
SIGI icon

Evolve Private Wealth’s Selective Insurance SIGI Stock Holding History

Evolve Private Wealth’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 		– Sell
-2,868
Closed -$216K – 1209
2026
Q1 		$216K Sell
2,868
-804
-22% -$65.8K 0.01% 907
2025
Q4 		$307K Buy
+3,672
New +$295K 0.02% 714

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

Evolve Private Wealth's SIGI Position: Q2 2026 in Review

Evolve Private Wealth sold out of Selective Insurance (SIGI) in Q2 2026, closing a stake of 2,868 shares — an estimated $216K sold.

Evolve Private Wealth first reported a position in SIGI in Q4 2025 and held it in 2 quarters. The position peaked at $307K in Q4 2025. 374 funds tracked by Wall St. Rank hold SIGI as of Q2 2026.

  • Evolve Private Wealth reported no remaining Selective Insurance position as of Q2 2026 after selling out during the quarter.
  • Evolve Private Wealth sold 2,868 Selective Insurance shares in Q2 2026, an estimated $216K.
  • Evolve Private Wealth first reported a position in Selective Insurance in Q4 2025 and held it in 2 quarters.
  • Evolve Private Wealth's Selective Insurance position peaked at $307K in Q4 2025.
  • 374 funds tracked by Wall St. Rank held Selective Insurance as of Q2 2026.

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