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Heritage Family Offices’s Selective Insurance SIGI Stock Holding History

Heritage Family Offices’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
Q1 		– Sell
-3,368
Closed -$282K – 234
2025
Q4 		$282K Sell
3,368
-421
-11% -$33.8K 0.13% 150
2025
Q3 		$307K Buy
3,789
+181
+5% +$14.6K 0.14% 131
2025
Q2 		$331K Hold
3,608
– – 0.17% 116
2025
Q1 		$330K Buy
3,608
+353
+11% +$30.9K 0.17% 116
2024
Q4 		$304K Buy
3,255
+193
+6% +$18.5K 0.15% 121
2024
Q3 		$286K Buy
3,062
+288
+10% +$26K 0.15% 139
2024
Q2 		$260K Buy
+2,774
New +$272K 0.14% 131

Other funds holding SIGI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Heritage Family Offices's SIGI Position: Q1 2026 in Review

Heritage Family Offices sold out of Selective Insurance (SIGI) in Q1 2026, closing a stake of 3,368 shares — an estimated $282K sold.

Heritage Family Offices first reported a position in SIGI in Q2 2024 and held it in 7 quarters. The position peaked at $331K in Q2 2025. 373 funds tracked by Wall St. Rank hold SIGI as of Q1 2026.

  • Heritage Family Offices reported no remaining Selective Insurance position as of Q1 2026 after selling out during the quarter.
  • Heritage Family Offices sold 3,368 Selective Insurance shares in Q1 2026, an estimated $282K.
  • Heritage Family Offices first reported a position in Selective Insurance in Q2 2024 and held it in 7 quarters.
  • Heritage Family Offices's Selective Insurance position peaked at $331K in Q2 2025.
  • 373 funds tracked by Wall St. Rank held Selective Insurance as of Q1 2026.

Based on Heritage Family Offices's 13F filing for Q1 2026, filed 8 Apr 2026.