SWS
SIGI icon

SYSTM Wealth Solutions’s Selective Insurance SIGI Stock Holding History

SYSTM Wealth Solutions’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
2024
Q3 		– Sell
-146
Closed -$13.7K – 537
2024
Q2 		$13.7K Hold
146
– – ﹤0.01% 428
2024
Q1 		$15.9K Buy
146
+15
+11% +$1.54K ﹤0.01% 722
2023
Q4 		$13K Buy
+131
New +$13.4K ﹤0.01% 795

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return

SYSTM Wealth Solutions's SIGI Position: Q3 2024 in Review

SYSTM Wealth Solutions sold out of Selective Insurance (SIGI) in Q3 2024, closing a stake of 146 shares — an estimated $13.7K sold.

SYSTM Wealth Solutions first reported a position in SIGI in Q4 2023 and held it in 3 quarters. The position peaked at $15.9K in Q1 2024. 328 funds tracked by Wall St. Rank hold SIGI as of Q3 2024.

  • SYSTM Wealth Solutions reported no remaining Selective Insurance position as of Q3 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 146 Selective Insurance shares in Q3 2024, an estimated $13.7K.
  • SYSTM Wealth Solutions first reported a position in Selective Insurance in Q4 2023 and held it in 3 quarters.
  • SYSTM Wealth Solutions's Selective Insurance position peaked at $15.9K in Q1 2024.
  • 328 funds tracked by Wall St. Rank held Selective Insurance as of Q3 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q3 2024, filed 14 Nov 2024.