O'Shaughnessy Asset Management’s Selective Insurance SIGI Stock Holding History

O'Shaughnessy 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 Q2	$905K	Buy	9,329 +650	+7%	+$56.2K	﹤0.01%	1305
2026 Q1	$654K	Buy	8,679 +6,076	+233%	+$497K	﹤0.01%	1397
2025 Q4	$218K	Buy	+2,603	New	+$209K	﹤0.01%	1948
2025 Q1	–	Sell	-2,542	Closed	-$238K	–	2389
2024 Q4	$238K	Buy	2,542 +202	+9%	+$19.4K	﹤0.01%	1654
2024 Q3	$224K	Sell	2,340 -2,149	-48%	-$194K	﹤0.01%	1628
2024 Q2	$421K	Buy	4,489 +403	+10%	+$39.5K	﹤0.01%	1200
2024 Q1	$446K	Buy	4,086 +216	+6%	+$22.2K	﹤0.01%	1146
2023 Q4	$385K	Buy	+3,870	New	+$397K	0.01%	1114
2021 Q4	–	Sell	-123	Closed	-$9K	–	2284
2021 Q3	$9K	Buy	123 +38	+45%	+$3.06K	﹤0.01%	2196
2021 Q2	$7K	Buy	+85	New	+$6.5K	﹤0.01%	2083
2017 Q4	–	Sell	-1,193	Closed	-$64K	–	990
2017 Q3	$64K	Sell	1,193 -3,222	-73%	-$164K	﹤0.01%	680
2017 Q2	$221K	Sell	4,415 -2,307	-34%	-$114K	0.01%	504
2017 Q1	$317K	Sell	6,722 -16,523	-71%	-$735K	0.01%	427
2016 Q4	$1M	Sell	23,245 -57,539	-71%	-$2.32M	0.02%	272
2016 Q3	$3.22M	Sell	80,784 -3,683	-4%	-$145K	0.08%	166
2016 Q2	$3.23M	Sell	84,467 -2,670	-3%	-$96.3K	0.08%	163
2016 Q1	$3.19M	Buy	87,137 +28,537	+49%	+$946K	0.08%	154
2015 Q4	$1.97M	Buy	58,600 +45,083	+334%	+$1.56M	0.05%	212
2015 Q3	$420K	Buy	13,517 +8,197	+154%	+$251K	0.01%	397
2015 Q2	$149K	Sell	5,320 -1,349	-20%	-$37.5K	﹤0.01%	548
2015 Q1	$194K	Buy	6,669 +389	+6%	+$10.7K	﹤0.01%	513
2014 Q4	$171K	Buy	6,280 +893	+17%	+$22.8K	﹤0.01%	552
2014 Q3	$119K	Buy	5,387 +1,061	+25%	+$25.1K	﹤0.01%	597
2014 Q2	$107K	Buy	4,326 +2,394	+124%	+$56.5K	﹤0.01%	601
2014 Q1	$45K	Buy	1,932 +749	+63%	+$17.8K	﹤0.01%	634
2013 Q4	$32K	Buy	+1,183	New	+$31.1K	﹤0.01%	653

Other funds holding SIGI

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

O'Shaughnessy Asset Management's SIGI Position: Q2 2026 in Review

O'Shaughnessy Asset Management increased its Selective Insurance (SIGI) stake by 7.5% in Q2 2026, buying an estimated $56.2K and bringing the position to 9,329 shares worth $905K. The position accounts for ﹤0.01% of the portfolio, ranked #1305.

O'Shaughnessy Asset Management first reported a position in SIGI in Q4 2013 and has held it in 26 quarters since. The position peaked at $3.23M in Q2 2016. 374 funds tracked by Wall St. Rank hold SIGI as of Q2 2026.

O'Shaughnessy Asset Management held 9,329 shares of Selective Insurance worth $905K as of Q2 2026.
O'Shaughnessy Asset Management bought 650 Selective Insurance shares in Q2 2026, an estimated $56.2K.
Selective Insurance made up ﹤0.01% of O'Shaughnessy Asset Management's portfolio in Q2 2026, its #1305 holding.
O'Shaughnessy Asset Management first reported a position in Selective Insurance in Q4 2013 and has held it in 26 quarters since.
O'Shaughnessy Asset Management's Selective Insurance position peaked at $3.23M in Q2 2016.
374 funds tracked by Wall St. Rank held Selective Insurance as of Q2 2026.

Based on O'Shaughnessy Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.