Mackenzie Financial’s Selective Insurance SIGI Stock Holding History

Mackenzie Financial’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 Q1	–	Sell	-3,813	Closed	-$322K	–	1722
2025 Q4	$322K	Hold	3,813	–	–	﹤0.01%	1354
2025 Q3	$309K	Sell	3,813 -97	-2%	-$7.82K	﹤0.01%	1396
2025 Q2	$339K	Hold	3,910	–	–	﹤0.01%	1353
2025 Q1	$358K	Sell	3,910 -12,755	-77%	-$1.12M	﹤0.01%	1318
2024 Q4	$1.56M	Buy	16,665 +2,914	+21%	+$279K	﹤0.01%	842
2024 Q3	$1.28M	Buy	13,751 +10,050	+272%	+$907K	﹤0.01%	817
2024 Q2	$347K	Hold	3,701	–	–	﹤0.01%	1110
2024 Q1	$404K	Hold	3,701	–	–	﹤0.01%	1076
2023 Q4	$368K	Hold	3,701	–	–	﹤0.01%	1086
2023 Q3	$387K	Hold	3,701	–	–	﹤0.01%	1071
2023 Q2	$355K	Hold	3,701	–	–	﹤0.01%	1118
2023 Q1	$353K	Hold	3,701	–	–	﹤0.01%	1127
2022 Q4	$328K	Sell	3,701 -195	-5%	-$17.8K	﹤0.01%	1067
2022 Q3	$317K	Sell	3,896 -234	-6%	-$19.1K	﹤0.01%	1070
2022 Q2	$359K	Buy	4,130 +771	+23%	+$62.8K	﹤0.01%	1023
2022 Q1	$300K	Buy	3,359 +147	+5%	+$12K	﹤0.01%	1114
2021 Q4	$263K	Sell	3,212 -269	-8%	-$21.3K	﹤0.01%	1208
2021 Q3	$263K	Buy	+3,481	New	+$280K	﹤0.01%	1195

Other funds holding SIGI

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

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

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

Mackenzie Financial's SIGI Position: Q1 2026 in Review

Mackenzie Financial sold out of Selective Insurance (SIGI) in Q1 2026, closing a stake of 3,813 shares — an estimated $322K sold.

Mackenzie Financial first reported a position in SIGI in Q3 2021 and held it in 18 quarters. The position peaked at $1.56M in Q4 2024. 373 funds tracked by Wall St. Rank hold SIGI as of Q1 2026.

Mackenzie Financial reported no remaining Selective Insurance position as of Q1 2026 after selling out during the quarter.
Mackenzie Financial sold 3,813 Selective Insurance shares in Q1 2026, an estimated $322K.
Mackenzie Financial first reported a position in Selective Insurance in Q3 2021 and held it in 18 quarters.
Mackenzie Financial's Selective Insurance position peaked at $1.56M in Q4 2024.
373 funds tracked by Wall St. Rank held Selective Insurance as of Q1 2026.

Based on Mackenzie Financial's 13F filing for Q1 2026, filed 13 May 2026.