OF
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Optimize Financial’s Selective Insurance SIGI Stock Holding History

Optimize 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 		$448K Buy
5,948
+216
+4% +$17.7K 0.22% 149
2025
Q4 		$480K Buy
5,732
+80
+1% +$6.42K 0.24% 147
2025
Q3 		$458K Buy
5,652
+1,259
+29% +$102K 0.24% 143
2025
Q2 		$381K Sell
4,393
-30
-0.7% -$2.63K 0.23% 127
2025
Q1 		$405K Buy
4,423
+819
+23% +$71.8K 0.29% 101
2024
Q4 		$337K Buy
+3,604
New +$345K 0.25% 120

Other funds holding SIGI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Optimize Financial's SIGI Position: Q1 2026 in Review

Optimize Financial increased its Selective Insurance (SIGI) stake by 3.8% in Q1 2026, buying an estimated $17.7K and bringing the position to 5,948 shares worth $448K. The position accounts for 0.22% of the portfolio, ranked #149.

Optimize Financial first reported a position in SIGI in Q4 2024 and has held it in 6 quarters since. The position peaked at $480K in Q4 2025. 371 funds tracked by Wall St. Rank hold SIGI as of Q1 2026.

  • Optimize Financial held 5,948 shares of Selective Insurance worth $448K as of Q1 2026.
  • Optimize Financial bought 216 Selective Insurance shares in Q1 2026, an estimated $17.7K.
  • Selective Insurance made up 0.22% of Optimize Financial's portfolio in Q1 2026, its #149 holding.
  • Optimize Financial first reported a position in Selective Insurance in Q4 2024 and has held it in 6 quarters since.
  • Optimize Financial's Selective Insurance position peaked at $480K in Q4 2025.
  • 371 funds tracked by Wall St. Rank held Selective Insurance as of Q1 2026.

Based on Optimize Financial's 13F filing for Q1 2026, filed 12 May 2026.