Heritage Wealth Management (Arizona)’s Selective Insurance SIGI Stock Holding History

Heritage Wealth Management (Arizona)’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
2024 Q2	$260K	Sell	2,774 -343	-11%	-$33.6K	0.14%	131
2024 Q1	$340K	Sell	3,117 -104	-3%	-$10.7K	0.17%	115
2023 Q4	$320K	Buy	+3,221	New	+$330K	0.17%	115
2022 Q4	$998K	Buy	11,258 +5,816	+107%	+$530K	0.14%	115
2022 Q3	$443K	Buy	5,442 +65	+1%	+$5.3K	0.14%	110
2022 Q2	$467K	Buy	5,377 +311	+6%	+$25.3K	0.16%	104
2022 Q1	$453K	Buy	+5,066	New	+$412K	0.12%	131
2021 Q3	$204K	Buy	2,707 +522	+24%	+$42K	0.07%	212
2021 Q2	$177K	Buy	+2,185	New	+$167K	0.07%	249

Other funds holding SIGI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s SIGI Position: Q2 2024 in Review

Heritage Wealth Management (Arizona) reduced its Selective Insurance (SIGI) stake by 11% in Q2 2024, selling an estimated $33.6K and leaving 2,774 shares worth $260K. The position accounts for 0.14% of the portfolio, ranked #131.

Heritage Wealth Management (Arizona) first reported a position in SIGI in Q2 2021 and has held it in 9 quarters since. The position peaked at $998K in Q4 2022. 318 funds tracked by Wall St. Rank hold SIGI as of Q2 2024.

Heritage Wealth Management (Arizona) held 2,774 shares of Selective Insurance worth $260K as of Q2 2024.
Heritage Wealth Management (Arizona) sold 343 Selective Insurance shares in Q2 2024, an estimated $33.6K.
Selective Insurance made up 0.14% of Heritage Wealth Management (Arizona)'s portfolio in Q2 2024, its #131 holding.
Heritage Wealth Management (Arizona) first reported a position in Selective Insurance in Q2 2021 and has held it in 9 quarters since.
Heritage Wealth Management (Arizona)'s Selective Insurance position peaked at $998K in Q4 2022.
318 funds tracked by Wall St. Rank held Selective Insurance as of Q2 2024.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q2 2024, filed 30 Jul 2024.