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Forum Financial Management’s Selective Insurance SIGI Stock Holding History

Forum Financial Management’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
2025
Q3 		– Sell
-2,347
Closed -$203K – 1051
2025
Q2 		$203K Buy
+2,347
New +$206K ﹤0.01% 896
2024
Q2 		– Sell
-1,954
Closed -$213K – 758
2024
Q1 		$213K Sell
1,954
-195
-9% -$20.1K ﹤0.01% 675
2023
Q4 		$214K Hold
2,149
– – ﹤0.01% 615
2023
Q3 		$222K Hold
2,149
– – ﹤0.01% 548
2023
Q2 		$206K Hold
2,149
– – ﹤0.01% 604
2023
Q1 		$205K Buy
+2,149
New +$206K 0.01% 560

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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Forum Financial Management's SIGI Position: Q3 2025 in Review

Forum Financial Management sold out of Selective Insurance (SIGI) in Q3 2025, closing a stake of 2,347 shares — an estimated $203K sold.

Forum Financial Management first reported a position in SIGI in Q1 2023 and held it in 6 quarters. The position peaked at $222K in Q3 2023. 343 funds tracked by Wall St. Rank hold SIGI as of Q3 2025.

  • Forum Financial Management reported no remaining Selective Insurance position as of Q3 2025 after selling out during the quarter.
  • Forum Financial Management sold 2,347 Selective Insurance shares in Q3 2025, an estimated $203K.
  • Forum Financial Management first reported a position in Selective Insurance in Q1 2023 and held it in 6 quarters.
  • Forum Financial Management's Selective Insurance position peaked at $222K in Q3 2023.
  • 343 funds tracked by Wall St. Rank held Selective Insurance as of Q3 2025.

Based on Forum Financial Management's 13F filing for Q3 2025, filed 24 Oct 2025.