Harbor Investment Advisory’s Selective Insurance SIGI Stock Holding History

Harbor Investment Advisory’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
2023 Q3	–	Sell	-1,011	Closed	-$97K	–	1322
2023 Q2	$97K	Hold	1,011	–	–	0.01%	506
2023 Q1	$96.4K	Hold	1,011	–	–	0.01%	504
2022 Q4	$89.6K	Buy	1,011 +167	+20%	+$15.2K	0.01%	517
2022 Q3	$69K	Hold	844	–	–	0.01%	572
2022 Q2	$73K	Hold	844	–	–	0.01%	581
2022 Q1	$75K	Hold	844	–	–	0.01%	619
2021 Q4	$69K	Hold	844	–	–	0.01%	648
2021 Q3	$64K	Hold	844	–	–	0.01%	663
2021 Q2	$68K	Hold	844	–	–	0.01%	621
2021 Q1	$61K	Hold	844	–	–	0.01%	625
2020 Q4	$57K	Buy	844 +242	+40%	+$14.5K	0.01%	599
2020 Q3	$31K	Buy	602 +309	+105%	+$17K	0.01%	635
2020 Q2	$15K	Hold	293	–	–	﹤0.01%	706
2020 Q1	$15K	Buy	+293	New	+$17.8K	﹤0.01%	644

Other funds holding SIGI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Harbor Investment Advisory's SIGI Position: Q3 2023 in Review

Harbor Investment Advisory sold out of Selective Insurance (SIGI) in Q3 2023, closing a stake of 1,011 shares — an estimated $97K sold.

Harbor Investment Advisory first reported a position in SIGI in Q1 2020 and held it in 14 quarters. The position peaked at $97K in Q2 2023. 298 funds tracked by Wall St. Rank hold SIGI as of Q3 2023.

Harbor Investment Advisory reported no remaining Selective Insurance position as of Q3 2023 after selling out during the quarter.
Harbor Investment Advisory sold 1,011 Selective Insurance shares in Q3 2023, an estimated $97K.
Harbor Investment Advisory first reported a position in Selective Insurance in Q1 2020 and held it in 14 quarters.
Harbor Investment Advisory's Selective Insurance position peaked at $97K in Q2 2023.
298 funds tracked by Wall St. Rank held Selective Insurance as of Q3 2023.

Based on Harbor Investment Advisory's 13F filing for Q3 2023, filed 13 Oct 2023.