Janiczek Wealth Management’s Selective Insurance SIGI Stock Holding History

Janiczek Wealth 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
2024 Q2	$20.7K	Hold	221	–	–	﹤0.01%	555
2024 Q1	$24.1K	Hold	221	–	–	0.01%	535
2023 Q4	$22K	Sell	221 -34	-13%	-$3.49K	0.01%	531
2023 Q3	$26.3K	Buy	255 +166	+187%	+$16.6K	0.01%	480
2023 Q2	$8.54K	Hold	89	–	–	﹤0.01%	589
2023 Q1	$8.44K	Buy	89 +5	+6%	+$478	﹤0.01%	599
2022 Q4	$7.85K	Buy	84 +2	+2%	+$182	﹤0.01%	603
2022 Q3	$7K	Hold	82	–	–	﹤0.01%	617
2022 Q2	$6K	Sell	82 -20	-20%	-$1.63K	﹤0.01%	648
2022 Q1	$9K	Hold	102	–	–	﹤0.01%	594
2021 Q4	$8K	Hold	102	–	–	﹤0.01%	627
2021 Q3	$8K	Hold	102	–	–	﹤0.01%	617
2021 Q2	$8K	Hold	102	–	–	﹤0.01%	590
2021 Q1	$7K	Buy	102 +27	+36%	+$1.88K	﹤0.01%	595
2020 Q4	$5K	Buy	75 +16	+27%	+$959	﹤0.01%	600
2020 Q3	$3K	Buy	+59	New	+$3.25K	﹤0.01%	468

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

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

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

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

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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Janiczek Wealth Management's SIGI Position: Q2 2024 in Review

Janiczek Wealth Management held its Selective Insurance (SIGI) position steady in Q2 2024 at 221 shares worth $20.7K. The position accounts for ﹤0.01% of the portfolio, ranked #555.

Janiczek Wealth Management first reported a position in SIGI in Q3 2020 and has held it in 16 quarters since. The position peaked at $26.3K in Q3 2023. 316 funds tracked by Wall St. Rank hold SIGI as of Q2 2024.

Janiczek Wealth Management held 221 shares of Selective Insurance worth $20.7K as of Q2 2024.
Janiczek Wealth Management left its Selective Insurance share count unchanged in Q2 2024.
Selective Insurance made up ﹤0.01% of Janiczek Wealth Management's portfolio in Q2 2024, its #555 holding.
Janiczek Wealth Management first reported a position in Selective Insurance in Q3 2020 and has held it in 16 quarters since.
Janiczek Wealth Management's Selective Insurance position peaked at $26.3K in Q3 2023.
316 funds tracked by Wall St. Rank held Selective Insurance as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.