Hotaling Investment Management’s Selective Insurance SIGI Stock Holding History

Hotaling Investment Management’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
2022 Q4	$211K	Buy	+2,381	New	+$217K	0.1%	112
2022 Q3	–	Sell	-2,417	Closed	-$210K	–	124
2022 Q2	$210K	Buy	2,417 +57	+2%	+$4.64K	0.09%	116
2022 Q1	$211K	Buy	+2,360	New	+$192K	0.08%	120
2020 Q1	–	Sell	-3,501	Closed	-$228K	–	117
2019 Q4	$228K	Buy	3,501 +35	+1%	+$2.42K	0.13%	106
2019 Q3	$261K	Hold	3,466	–	–	0.17%	91
2019 Q2	$260K	Buy	3,466 +18	+0.5%	+$1.28K	0.17%	100
2019 Q1	$218K	Sell	3,448 -1,310	-28%	-$82.4K	0.15%	110
2018 Q4	$290K	Buy	+4,758	New	+$296K	0.24%	89

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

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

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

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

Hotaling Investment Management's SIGI Position: Q4 2022 in Review

Hotaling Investment Management opened a new position in Selective Insurance (SIGI) in Q4 2022: 2,381 shares worth $211K. The stake represents 0.1% of the portfolio and ranks #112 among its holdings. This is a return to the name: Hotaling Investment Management previously reported a position in SIGI as recently as Q2 2022.

Hotaling Investment Management first reported a position in SIGI in Q4 2018 and has held it in 8 quarters since. The position peaked at $290K in Q4 2018. 271 funds tracked by Wall St. Rank hold SIGI as of Q4 2022.

Hotaling Investment Management held 2,381 shares of Selective Insurance worth $211K as of Q4 2022.
Selective Insurance was a new Hotaling Investment Management position in Q4 2022.
Selective Insurance made up 0.1% of Hotaling Investment Management's portfolio in Q4 2022, its #112 holding.
Hotaling Investment Management first reported a position in Selective Insurance in Q4 2018 and has held it in 8 quarters since.
Hotaling Investment Management's Selective Insurance position peaked at $290K in Q4 2018.
271 funds tracked by Wall St. Rank held Selective Insurance as of Q4 2022.

Based on Hotaling Investment Management's 13F filing for Q4 2022, filed 14 Feb 2023.