Sterling Financial Planning’s Selective Insurance SIGI Stock Holding History

Sterling Financial Planning’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	$1.05M	Hold	10,862	–	–	0.29%	52
2026 Q1	$819K	Sell	10,862 -556	-5%	-$45.5K	0.24%	53
2025 Q4	$955K	Hold	11,418	–	–	0.29%	52
2025 Q3	$926K	Hold	11,418	–	–	0.29%	51
2025 Q2	$989K	Hold	11,418	–	–	0.33%	52
2025 Q1	$1.05M	Sell	11,418 -1,200	-10%	-$105K	0.38%	51
2024 Q4	$1.18M	Hold	12,618	–	–	0.43%	48
2024 Q3	$1.18M	Hold	12,618	–	–	0.43%	48
2024 Q2	$1.18M	Sell	12,618 -520	-4%	-$50.9K	0.48%	48
2024 Q1	$1.43M	Hold	13,138	–	–	0.58%	43
2023 Q4	$1.31M	Hold	13,138	–	–	0.57%	47
2023 Q3	$1.36M	Hold	13,138	–	–	0.69%	38
2023 Q2	$1.26M	Hold	13,138	–	–	0.62%	41
2023 Q1	$1.25M	Sell	13,138 -1,120	-8%	-$107K	0.68%	40
2022 Q4	$1.26M	Hold	14,258	–	–	0.75%	37
2022 Q3	$1.16M	Hold	14,258	–	–	0.81%	31
2022 Q2	$1.24M	Hold	14,258	–	–	0.87%	29
2022 Q1	$1.27M	Sell	14,258 -1,000	-7%	-$81.4K	0.8%	28
2021 Q4	$1.25M	Hold	15,258	–	–	0.78%	28
2021 Q3	$1.15M	Hold	15,258	–	–	0.73%	27
2021 Q2	$1.24M	Sell	15,258 -666	-4%	-$50.9K	0.8%	26
2021 Q1	$1.16M	Hold	15,924	–	–	0.82%	26
2020 Q4	$1.07M	Buy	+15,924	New	+$954K	0.86%	24

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

Sterling Financial Planning's SIGI Position: Q2 2026 in Review

Sterling Financial Planning held its Selective Insurance (SIGI) position steady in Q2 2026 at 10,862 shares worth $1.05M. The position accounts for 0.29% of the portfolio, ranked #52.

Sterling Financial Planning first reported a position in SIGI in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.43M in Q1 2024. 374 funds tracked by Wall St. Rank hold SIGI as of Q2 2026.

Sterling Financial Planning held 10,862 shares of Selective Insurance worth $1.05M as of Q2 2026.
Sterling Financial Planning left its Selective Insurance share count unchanged in Q2 2026.
Selective Insurance made up 0.29% of Sterling Financial Planning's portfolio in Q2 2026, its #52 holding.
Sterling Financial Planning first reported a position in Selective Insurance in Q4 2020 and has held it in 23 quarters since.
Sterling Financial Planning's Selective Insurance position peaked at $1.43M in Q1 2024.
374 funds tracked by Wall St. Rank held Selective Insurance as of Q2 2026.

Based on Sterling Financial Planning's 13F filing for Q2 2026, filed 11 Aug 2026.