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Synergy Investment Management’s Selective Insurance SIGI Stock Holding History

Synergy Investment 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
-35
Closed -$3.17K – 481
2025
Q1 		$3.17K Hold
35
– – ﹤0.01% 502
2024
Q4 		$3.24K Buy
+35
New +$3.35K ﹤0.01% 524

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

Synergy Investment Management's SIGI Position: Q2 2025 in Review

Synergy Investment Management sold out of Selective Insurance (SIGI) in Q2 2025, closing a stake of 35 shares — an estimated $3.17K sold.

Synergy Investment Management first reported a position in SIGI in Q4 2024 and held it in 2 quarters. The position peaked at $3.24K in Q4 2024. 349 funds tracked by Wall St. Rank hold SIGI as of Q2 2025.

  • Synergy Investment Management reported no remaining Selective Insurance position as of Q2 2025 after selling out during the quarter.
  • Synergy Investment Management sold 35 Selective Insurance shares in Q2 2025, an estimated $3.17K.
  • Synergy Investment Management first reported a position in Selective Insurance in Q4 2024 and held it in 2 quarters.
  • Synergy Investment Management's Selective Insurance position peaked at $3.24K in Q4 2024.
  • 349 funds tracked by Wall St. Rank held Selective Insurance as of Q2 2025.

Based on Synergy Investment Management's 13F filing for Q2 2025, filed 11 Aug 2025.