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	–	615
2021 Q1	$178K	Buy	+2,449	New	+$170K	0.05%	202

Other funds holding SIGI

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

AQR Capital Management

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

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

Macquarie Group

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Vaughan Nelson Investment Management Houston, Texas $9.96B AUM 41% 1-Year Est. Return