Security National Trust’s Selective Insurance SIGI Stock Holding History

Security National Trust’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
2021 Q3	$49K	Hold	600	–	–	0.01%	266
2021 Q2	$49K	Hold	600	–	–	0.01%	274
2021 Q1	$44K	Sell	600 -100	-14%	-$6.96K	0.01%	275
2020 Q4	$47K	Hold	700	–	–	0.01%	265
2020 Q3	$36K	Hold	700	–	–	0.01%	274
2020 Q2	$37K	Hold	700	–	–	0.01%	274
2020 Q1	$35K	Hold	700	–	–	0.01%	267
2019 Q4	$46K	Hold	700	–	–	0.01%	263
2019 Q3	$53K	Sell	700 -100	-13%	-$7.71K	0.02%	248
2019 Q2	$60K	Sell	800 -100	-11%	-$7.12K	0.02%	246
2019 Q1	$57K	Hold	900	–	–	0.02%	245
2018 Q4	$55K	Hold	900	–	–	0.02%	234
2018 Q3	$57K	Hold	900	–	–	0.02%	250
2018 Q2	$50K	Sell	900 -100	-10%	-$5.8K	0.02%	262
2018 Q1	$61K	Hold	1,000	–	–	0.02%	247
2017 Q4	$59K	Hold	1,000	–	–	0.02%	254
2017 Q3	$54K	Sell	1,000 -150	-13%	-$7.62K	0.02%	257
2017 Q2	$58K	Hold	1,150	–	–	0.02%	265
2017 Q1	$54K	Hold	1,150	–	–	0.02%	265
2016 Q4	$49K	Hold	1,150	–	–	0.02%	277
2016 Q3	$46K	Sell	1,150 -200	-15%	-$7.86K	0.02%	285
2016 Q2	$52K	Hold	1,350	–	–	0.02%	269
2016 Q1	$49K	Hold	1,350	–	–	0.02%	269
2015 Q4	$45K	Sell	1,350 -350	-21%	-$12.1K	0.02%	270
2015 Q3	$53K	Hold	1,700	–	–	0.02%	263
2015 Q2	$48K	Hold	1,700	–	–	0.02%	279
2015 Q1	$49K	Sell	1,700 -270	-14%	-$7.43K	0.02%	285
2014 Q4	$54K	Sell	1,970 -300	-13%	-$7.65K	0.02%	268
2014 Q3	$50K	Hold	2,270	–	–	0.02%	274
2014 Q2	$56K	Hold	2,270	–	–	0.02%	269
2014 Q1	$53K	Sell	2,270 -230	-9%	-$5.47K	0.02%	275
2013 Q4	$68K	Hold	2,500	–	–	0.03%	251
2013 Q3	$61K	Sell	2,500 -500	-17%	-$12.2K	0.03%	248
2013 Q2	$69K	Buy	+3,000	New	+$70.5K	0.03%	235

Other funds holding SIGI

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

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

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Security National Trust's SIGI Position: Q3 2021 in Review

Security National Trust held its Selective Insurance (SIGI) position steady in Q3 2021 at 600 shares worth $49K. The position accounts for 0.01% of the portfolio, ranked #266.

Security National Trust first reported a position in SIGI in Q2 2013 and has held it in 34 quarters since. The position peaked at $69K in Q2 2013. 241 funds tracked by Wall St. Rank hold SIGI as of Q3 2021.

Security National Trust held 600 shares of Selective Insurance worth $49K as of Q3 2021.
Security National Trust left its Selective Insurance share count unchanged in Q3 2021.
Selective Insurance made up 0.01% of Security National Trust's portfolio in Q3 2021, its #266 holding.
Security National Trust first reported a position in Selective Insurance in Q2 2013 and has held it in 34 quarters since.
Security National Trust's Selective Insurance position peaked at $69K in Q2 2013.
241 funds tracked by Wall St. Rank held Selective Insurance as of Q3 2021.

Based on Security National Trust's 13F filing for Q3 2021, filed 4 Oct 2021.