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JP Morgan Private Wealth Advisors’s Selective Insurance SIGI Stock Holding History

JP Morgan Private 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
2023
Q3 		$819K Sell
7,940
-791
-9% -$79.3K ﹤0.01% 1052
2023
Q2 		$838K Sell
8,731
-14,259
-62% -$1.4M ﹤0.01% 821
2023
Q1 		$2.19M Sell
22,990
-1,115
-5% -$107K ﹤0.01% 847
2022
Q4 		$2.14M Sell
24,105
-1,522
-6% -$139K ﹤0.01% 817
2022
Q3 		$2.09M Sell
25,627
-163
-0.6% -$13.3K 0.01% 823
2022
Q2 		$2.24M Sell
25,790
-1,342
-5% -$109K 0.01% 805
2022
Q1 		$2.42M Sell
27,132
-1,523
-5% -$124K 0.01% 836
2021
Q4 		$2.35M Sell
28,655
-6,316
-18% -$501K 0.01% 843
2021
Q3 		$2.64M Sell
34,971
-1,708
-5% -$138K 0.01% 787
2021
Q2 		$2.98M Buy
36,679
+4,803
+15% +$367K 0.01% 728
2021
Q1 		$2.31M Buy
31,876
+3,579
+13% +$249K 0.01% 721
2020
Q4 		$1.9M Buy
28,297
+2,171
+8% +$130K 0.01% 747
2020
Q3 		$1.34M Sell
26,126
-1,538
-6% -$84.8K 0.01% 775
2020
Q2 		$1.46M Buy
27,664
+17,881
+183% +$905K 0.01% 682
2020
Q1 		$486K Buy
9,783
+3,027
+45% +$184K ﹤0.01% 937
2019
Q4 		$440K Buy
6,756
+951
+16% +$65.8K ﹤0.01% 1096
2019
Q3 		$436K Buy
+5,805
New +$448K ﹤0.01% 1048
2019
Q1 		– Sell
-5,168
Closed -$315K – 1505
2018
Q4 		$315K Buy
5,168
+346
+7% +$21.5K ﹤0.01% 1148
2018
Q3 		$306K Buy
+4,822
New +$296K ﹤0.01% 1286

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 $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

JP Morgan Private Wealth Advisors's SIGI Position: Q3 2023 in Review

JP Morgan Private Wealth Advisors reduced its Selective Insurance (SIGI) stake by 9.1% in Q3 2023, selling an estimated $79.3K and leaving 7,940 shares worth $819K. The position accounts for ﹤0.01% of the portfolio, ranked #1052.

JP Morgan Private Wealth Advisors first reported a position in SIGI in Q3 2018 and has held it in 19 quarters since. The position peaked at $2.98M in Q2 2021. 298 funds tracked by Wall St. Rank hold SIGI as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 7,940 shares of Selective Insurance worth $819K as of Q3 2023.
  • JP Morgan Private Wealth Advisors sold 791 Selective Insurance shares in Q3 2023, an estimated $79.3K.
  • Selective Insurance made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1052 holding.
  • JP Morgan Private Wealth Advisors first reported a position in Selective Insurance in Q3 2018 and has held it in 19 quarters since.
  • JP Morgan Private Wealth Advisors's Selective Insurance position peaked at $2.98M in Q2 2021.
  • 298 funds tracked by Wall St. Rank held Selective Insurance as of Q3 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.