RWB
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RMR Wealth Builders’s Selective Insurance SIGI Stock Holding History

RMR Wealth Builders’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
2025
Q3 		– Sell
-2,339
Closed -$203K – 296
2025
Q2 		$203K Buy
2,339
+10
+0.4% +$876 0.02% 277
2025
Q1 		$213K Buy
2,329
+10
+0.4% +$876 0.02% 247
2024
Q4 		$217K Sell
2,319
-247
-10% -$23.7K 0.02% 246
2024
Q3 		$239K Buy
2,566
+10
+0.4% +$903 0.03% 231
2024
Q2 		$240K Buy
2,556
+9
+0.4% +$881 0.03% 220
2024
Q1 		$278K Buy
2,547
+281
+12% +$28.9K 0.03% 217
2023
Q4 		$225K Sell
2,266
-264
-10% -$27.1K 0.03% 214
2023
Q3 		$261K Buy
2,530
+8
+0.3% +$802 0.04% 198
2023
Q2 		$242K Buy
2,522
+7
+0.3% +$690 0.04% 182
2023
Q1 		$240K Buy
2,515
+8
+0.3% +$765 0.05% 183
2022
Q4 		$222K Buy
2,507
+8
+0.3% +$729 0.05% 176
2022
Q3 		$203K Buy
2,499
+8
+0.3% +$652 0.05% 185
2022
Q2 		$217K Buy
2,491
+9
+0.4% +$733 0.05% 178
2022
Q1 		$222K Buy
2,482
+9
+0.4% +$732 0.05% 189
2021
Q4 		$203K Buy
+2,473
New +$196K 0.06% 120
2021
Q2 		– Sell
-2,449
Closed -$178K – 613
2021
Q1 		$178K Buy
+2,449
New +$170K 0.05% 202

Other funds holding SIGI

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $2.3T AUM 54.33% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

RMR Wealth Builders's SIGI Position: Q3 2025 in Review

RMR Wealth Builders sold out of Selective Insurance (SIGI) in Q3 2025, closing a stake of 2,339 shares — an estimated $203K sold.

RMR Wealth Builders first reported a position in SIGI in Q1 2021 and held it in 16 quarters. The position peaked at $278K in Q1 2024. 343 funds tracked by Wall St. Rank hold SIGI as of Q3 2025.

  • RMR Wealth Builders reported no remaining Selective Insurance position as of Q3 2025 after selling out during the quarter.
  • RMR Wealth Builders sold 2,339 Selective Insurance shares in Q3 2025, an estimated $203K.
  • RMR Wealth Builders first reported a position in Selective Insurance in Q1 2021 and held it in 16 quarters.
  • RMR Wealth Builders's Selective Insurance position peaked at $278K in Q1 2024.
  • 343 funds tracked by Wall St. Rank held Selective Insurance as of Q3 2025.

Based on RMR Wealth Builders's 13F filing for Q3 2025, filed 5 Nov 2025.