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Spire Wealth Management’s Selective Insurance SIGI Stock Holding History

Spire Wealth 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
2025
Q2 		– Sell
-704
Closed -$64.4K – 2541
2025
Q1 		$64.4K Hold
704
– – ﹤0.01% 1193
2024
Q4 		$65.8K Sell
704
-9
-1% -$862 ﹤0.01% 1178
2024
Q3 		$66.5K Buy
713
+5
+0.7% +$451 ﹤0.01% 1049
2024
Q2 		$66.4K Buy
708
+4
+0.6% +$392 ﹤0.01% 1025
2024
Q1 		$76.9K Hold
704
– – ﹤0.01% 1080
2023
Q4 		$74.2K Hold
704
– – ﹤0.01% 1079
2023
Q3 		$72.6K Hold
704
– – ﹤0.01% 1039
2023
Q2 		$67.5K Hold
704
– – ﹤0.01% 1093
2023
Q1 		$67.1K Buy
704
+600
+577% +$57.4K ﹤0.01% 1082
2022
Q4 		$9K Buy
+104
New +$9.48K ﹤0.01% 1675

Other funds holding SIGI

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Spire Wealth Management's SIGI Position: Q2 2025 in Review

Spire Wealth Management sold out of Selective Insurance (SIGI) in Q2 2025, closing a stake of 704 shares — an estimated $64.4K sold.

Spire Wealth Management first reported a position in SIGI in Q4 2022 and held it in 10 quarters. The position peaked at $76.9K in Q1 2024. 349 funds tracked by Wall St. Rank hold SIGI as of Q2 2025.

  • Spire Wealth Management reported no remaining Selective Insurance position as of Q2 2025 after selling out during the quarter.
  • Spire Wealth Management sold 704 Selective Insurance shares in Q2 2025, an estimated $64.4K.
  • Spire Wealth Management first reported a position in Selective Insurance in Q4 2022 and held it in 10 quarters.
  • Spire Wealth Management's Selective Insurance position peaked at $76.9K in Q1 2024.
  • 349 funds tracked by Wall St. Rank held Selective Insurance as of Q2 2025.

Based on Spire Wealth Management's 13F filing for Q2 2025, filed 4 Aug 2025.