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Stonebridge Financial Planning Group’s Selective Insurance SIGI Stock Holding History

Stonebridge Financial Planning Group’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
Q1 		– Sell
-2,240
Closed -$209K – 166
2024
Q4 		$209K Hold
2,240
– – 0.09% 156
2024
Q3 		$209K Sell
2,240
-200
-8% -$18.1K 0.1% 154
2024
Q2 		$229K Hold
2,440
– – 0.12% 147
2024
Q1 		$266K Hold
2,440
– – 0.14% 136
2023
Q4 		$243K Sell
2,440
-150
-6% -$15.4K 0.14% 135
2023
Q3 		$267K Hold
2,590
– – 0.17% 122
2023
Q2 		$249K Hold
2,590
– – 0.15% 122
2023
Q1 		$247K Hold
2,590
– – 0.16% 112
2022
Q4 		$230K Hold
2,590
– – 0.15% 113
2022
Q3 		$211K Hold
2,590
– – 0.15% 113
2022
Q2 		$225K Buy
+2,590
New +$211K 0.15% 106

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
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
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return

Stonebridge Financial Planning Group's SIGI Position: Q1 2025 in Review

Stonebridge Financial Planning Group sold out of Selective Insurance (SIGI) in Q1 2025, closing a stake of 2,240 shares — an estimated $209K sold.

Stonebridge Financial Planning Group first reported a position in SIGI in Q2 2022 and held it in 11 quarters. The position peaked at $267K in Q3 2023. 345 funds tracked by Wall St. Rank hold SIGI as of Q1 2025.

  • Stonebridge Financial Planning Group reported no remaining Selective Insurance position as of Q1 2025 after selling out during the quarter.
  • Stonebridge Financial Planning Group sold 2,240 Selective Insurance shares in Q1 2025, an estimated $209K.
  • Stonebridge Financial Planning Group first reported a position in Selective Insurance in Q2 2022 and held it in 11 quarters.
  • Stonebridge Financial Planning Group's Selective Insurance position peaked at $267K in Q3 2023.
  • 345 funds tracked by Wall St. Rank held Selective Insurance as of Q1 2025.

Based on Stonebridge Financial Planning Group's 13F filing for Q1 2025, filed 8 May 2025.