HeadInvest LLC’s Selective Insurance SIGI Stock Holding History

HeadInvest LLC’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 Q4	–	Sell	-602	Closed	-$62K	–	609
2023 Q3	$62K	Buy	+602	New	+$60.4K	0.01%	323

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

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

HeadInvest LLC's SIGI Position: Q4 2023 in Review

HeadInvest LLC sold out of Selective Insurance (SIGI) in Q4 2023, closing a stake of 602 shares — an estimated $62K sold.

HeadInvest LLC first reported a position in SIGI in Q3 2023 and held it in 1 quarter. The position peaked at $62K in Q3 2023. 334 funds tracked by Wall St. Rank hold SIGI as of Q4 2023.

HeadInvest LLC reported no remaining Selective Insurance position as of Q4 2023 after selling out during the quarter.
HeadInvest LLC sold 602 Selective Insurance shares in Q4 2023, an estimated $62K.
HeadInvest LLC first reported a position in Selective Insurance in Q3 2023 and held it in 1 quarter.
HeadInvest LLC's Selective Insurance position peaked at $62K in Q3 2023.
334 funds tracked by Wall St. Rank held Selective Insurance as of Q4 2023.

Based on HeadInvest LLC's 13F filing for Q4 2023, filed 12 Feb 2024.