OF
SIGI icon

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
Q2 		$575K Sell
5,928
-20
-0.3% -$1.73K 0.21% 104
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 0.15% 103
2024
Q4 		$337K Buy
+3,604
New +$345K 0.25% 120

Other funds holding SIGI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Optimize Financial's SIGI Position: Q2 2026 in Review

Optimize Financial reduced its Selective Insurance (SIGI) stake by 0.34% in Q2 2026, selling an estimated $1.73K and leaving 5,928 shares worth $575K. The position accounts for 0.21% of the portfolio, ranked #104.

Optimize Financial first reported a position in SIGI in Q4 2024 and has held it in 7 quarters since. 375 funds tracked by Wall St. Rank hold SIGI as of Q2 2026.

  • Optimize Financial held 5,928 shares of Selective Insurance worth $575K as of Q2 2026.
  • Optimize Financial sold 20 Selective Insurance shares in Q2 2026, an estimated $1.73K.
  • Selective Insurance made up 0.21% of Optimize Financial's portfolio in Q2 2026, its #104 holding.
  • Optimize Financial first reported a position in Selective Insurance in Q4 2024 and has held it in 7 quarters since.
  • 375 funds tracked by Wall St. Rank held Selective Insurance as of Q2 2026.

Based on Optimize Financial's 13F filing for Q2 2026, filed 27 Aug 2026.