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Legacy Wealth Asset Management’s Selective Insurance SIGI Stock Holding History

Legacy Wealth Asset 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
2026
Q3 		$212K Sell
2,531
-395
-13% -$36.7K 0.05% 341
2026
Q2 		$284K Buy
+2,926
New +$253K 0.06% 328
2024
Q2 		– Sell
-1,979
Closed -$216K – 353
2024
Q1 		$216K Buy
+1,979
New +$204K 0.06% 329
2023
Q2 		– Sell
-2,249
Closed -$214K – 345
2023
Q1 		$214K Buy
+2,249
New +$215K 0.08% 324
2022
Q3 		– Sell
-2,520
Closed -$219K – 356
2022
Q2 		$219K Buy
2,520
+33
+1% +$2.69K 0.09% 282
2022
Q1 		$222K Buy
+2,487
New +$202K 0.08% 282

Other funds holding SIGI

GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
PCMC
Paragon Capital Management (Colorado) Denver, Colorado $544M AUM 28.41% 1-Year Est. Return
RF
Roxbury Financial Mount Arlington, New Jersey $130M AUM 20.04% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
BFS
Burkett Financial Services Rock Hill, South Carolina $331M AUM 14.93% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Legacy Wealth Asset Management's SIGI Position: Q3 2026 in Review

Legacy Wealth Asset Management reduced its Selective Insurance (SIGI) stake by 13% in Q3 2026, selling an estimated $36.7K and leaving 2,531 shares worth $212K. The position accounts for 0.05% of the portfolio, ranked #341.

Legacy Wealth Asset Management first reported a position in SIGI in Q1 2022 and has held it in 6 quarters since. The position peaked at $284K in Q2 2026. 16 funds tracked by Wall St. Rank hold SIGI as of Q3 2026.

  • Legacy Wealth Asset Management held 2,531 shares of Selective Insurance worth $212K as of Q3 2026.
  • Legacy Wealth Asset Management sold 395 Selective Insurance shares in Q3 2026, an estimated $36.7K.
  • Selective Insurance made up 0.05% of Legacy Wealth Asset Management's portfolio in Q3 2026, its #341 holding.
  • Legacy Wealth Asset Management first reported a position in Selective Insurance in Q1 2022 and has held it in 6 quarters since.
  • Legacy Wealth Asset Management's Selective Insurance position peaked at $284K in Q2 2026.
  • 16 funds tracked by Wall St. Rank held Selective Insurance as of Q3 2026.

Based on Legacy Wealth Asset Management's 13F filing for Q3 2026, filed 9 Oct 2026.