IWA
SIGI icon

Icon Wealth Advisors’s Selective Insurance SIGI Stock Holding History

Icon Wealth Advisors’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
2025
Q4 		– Sell
-1,335
Closed -$108K – 500
2025
Q3 		$108K Hold
1,335
– – 0.01% 489
2025
Q2 		$116K Buy
+1,335
New +$117K 0.01% 476

Other funds holding SIGI

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $2.3T AUM 54.33% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 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
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Icon Wealth Advisors's SIGI Position: Q4 2025 in Review

Icon Wealth Advisors sold out of Selective Insurance (SIGI) in Q4 2025, closing a stake of 1,335 shares — an estimated $108K sold.

Icon Wealth Advisors first reported a position in SIGI in Q2 2025 and held it in 2 quarters. The position peaked at $116K in Q2 2025. 359 funds tracked by Wall St. Rank hold SIGI as of Q4 2025.

  • Icon Wealth Advisors reported no remaining Selective Insurance position as of Q4 2025 after selling out during the quarter.
  • Icon Wealth Advisors sold 1,335 Selective Insurance shares in Q4 2025, an estimated $108K.
  • Icon Wealth Advisors first reported a position in Selective Insurance in Q2 2025 and held it in 2 quarters.
  • Icon Wealth Advisors's Selective Insurance position peaked at $116K in Q2 2025.
  • 359 funds tracked by Wall St. Rank held Selective Insurance as of Q4 2025.

Based on Icon Wealth Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.