Legacy Capital Wealth Partners’s Selective Insurance SIGI Stock Holding History

Legacy Capital Wealth Partners’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	$229K	Buy	+2,364	New	+$204K	0.04%	344
2025 Q4	–	Sell	-2,480	Closed	-$201K	–	398
2025 Q3	$201K	Sell	2,480 -2	-0.1%	-$161	0.04%	368
2025 Q2	$215K	Buy	2,482 +47	+2%	+$4.12K	0.05%	350
2025 Q1	$223K	Sell	2,435 -61	-2%	-$5.34K	0.05%	327
2024 Q4	$233K	Buy	2,496 +293	+13%	+$28.1K	0.06%	309
2024 Q3	$206K	Sell	2,203 -163	-7%	-$14.7K	0.04%	345
2024 Q2	$222K	Buy	+2,366	New	+$232K	0.06%	283
2024 Q1	–	Sell	-2,049	Closed	-$204K	–	304
2023 Q4	$204K	Buy	+2,049	New	+$210K	0.06%	270

Other funds holding SIGI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Legacy Capital Wealth Partners's SIGI Position: Q2 2026 in Review

Legacy Capital Wealth Partners opened a new position in Selective Insurance (SIGI) in Q2 2026: 2,364 shares worth $229K. The stake represents 0.04% of the portfolio and ranks #344 among its holdings. This is a return to the name: Legacy Capital Wealth Partners previously reported a position in SIGI as recently as Q3 2025.

Legacy Capital Wealth Partners first reported a position in SIGI in Q4 2023 and has held it in 8 quarters since. The position peaked at $233K in Q4 2024. 374 funds tracked by Wall St. Rank hold SIGI as of Q2 2026.

Legacy Capital Wealth Partners held 2,364 shares of Selective Insurance worth $229K as of Q2 2026.
Selective Insurance was a new Legacy Capital Wealth Partners position in Q2 2026.
Selective Insurance made up 0.04% of Legacy Capital Wealth Partners's portfolio in Q2 2026, its #344 holding.
Legacy Capital Wealth Partners first reported a position in Selective Insurance in Q4 2023 and has held it in 8 quarters since.
Legacy Capital Wealth Partners's Selective Insurance position peaked at $233K in Q4 2024.
374 funds tracked by Wall St. Rank held Selective Insurance as of Q2 2026.

Based on Legacy Capital Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.