HWMA
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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
BlackRock New York $5.7T 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return