LCWP
SIGI icon

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
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
BlackRock New York $5.7T AUM 30.48% 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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $9.96B AUM 41% 1-Year Est. Return