JFS Wealth Advisors’s Selective Insurance SIGI Stock Holding History

JFS 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
2026 Q2	$3.88K	Buy	40 +4	+11%	+$346	﹤0.01%	1385
2026 Q1	$2.71K	Sell	36 -11	-23%	-$900	﹤0.01%	1419
2025 Q4	$3.93K	Buy	47 +21	+81%	+$1.69K	﹤0.01%	1330
2025 Q3	$2.11K	Buy	26 +16	+160%	+$1.29K	﹤0.01%	1423
2025 Q2	$867	Sell	10 -42	-81%	-$3.68K	﹤0.01%	1602
2025 Q1	$4.76K	Sell	52 -1	-2%	-$88	﹤0.01%	1144
2024 Q4	$4.96K	Hold	53	–	–	﹤0.01%	1128
2024 Q3	$4.95K	Sell	53 -6	-10%	-$542	﹤0.01%	1125
2024 Q2	$5.54K	Hold	59	–	–	﹤0.01%	1022
2024 Q1	$6.44K	Sell	59 -1	-2%	-$103	﹤0.01%	999
2023 Q4	$5.97K	Buy	60 +1	+2%	+$103	﹤0.01%	981
2023 Q3	$6.09K	Hold	59	–	–	﹤0.01%	912
2023 Q2	$5.66K	Sell	59 -1	-2%	-$99	﹤0.01%	944
2023 Q1	$5.72K	Sell	60 -1	-2%	-$96	﹤0.01%	934
2022 Q4	$5.41K	Buy	61 +8	+15%	+$729	﹤0.01%	964
2022 Q3	$4K	Buy	53 +3	+6%	+$245	﹤0.01%	1102
2022 Q2	$4K	Buy	50 +8	+19%	+$651	﹤0.01%	1114
2022 Q1	$4K	Buy	42 +25	+147%	+$2.03K	﹤0.01%	1175
2021 Q4	$1K	Buy	+17	New	+$1.35K	﹤0.01%	1548

Other funds holding SIGI

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return

LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return

Somerset Trust Somerset, Pennsylvania $354M AUM 26.54% 1-Year Est. Return

Crescent Sterling Metairie, Louisiana $112M AUM 26.76% 1-Year Est. Return

Baron Wealth Management Troy, Michigan $386M AUM 30.18% 1-Year Est. Return

Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return

Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return