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Morton Brown Family Wealth’s Selective Insurance SIGI Stock Holding History

Morton Brown Family Wealth’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
2024
Q1 		– Sell
-823
Closed -$81.9K – 280
2023
Q4 		$81.9K Buy
+823
New +$84.4K 0.04% 78

Other funds holding SIGI

BlackRock
BlackRock New York $5.72T 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
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 $2.9T AUM 29.55% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Morton Brown Family Wealth's SIGI Position: Q1 2024 in Review

Morton Brown Family Wealth sold out of Selective Insurance (SIGI) in Q1 2024, closing a stake of 823 shares — an estimated $81.9K sold.

Morton Brown Family Wealth first reported a position in SIGI in Q4 2023 and held it in 1 quarter. The position peaked at $81.9K in Q4 2023. 331 funds tracked by Wall St. Rank hold SIGI as of Q1 2024.

  • Morton Brown Family Wealth reported no remaining Selective Insurance position as of Q1 2024 after selling out during the quarter.
  • Morton Brown Family Wealth sold 823 Selective Insurance shares in Q1 2024, an estimated $81.9K.
  • Morton Brown Family Wealth first reported a position in Selective Insurance in Q4 2023 and held it in 1 quarter.
  • Morton Brown Family Wealth's Selective Insurance position peaked at $81.9K in Q4 2023.
  • 331 funds tracked by Wall St. Rank held Selective Insurance as of Q1 2024.

Based on Morton Brown Family Wealth's 13F filing for Q1 2024, filed 23 Apr 2024.