RAFFA WEALTH MANAGEMENT, LLC’s Selective Insurance SIGI Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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	-296	Closed	-$27.8K	–	1153
2024 Q2	$27.8K	Hold	296	–	–	0.01%	262
2024 Q1	$32.3K	Buy	+296	New	+$30.5K	0.01%	228
2017 Q1	–	Sell	-28	Closed	-$1.21K	–	769
2016 Q4	$1.21K	Hold	28	–	–	﹤0.01%	383
2016 Q3	$1.12K	Hold	28	–	–	﹤0.01%	382
2016 Q2	$1.07K	Sell	28 -9	-24%	-$325	﹤0.01%	375
2016 Q1	$1.35K	Hold	37	–	–	﹤0.01%	324
2015 Q4	$1.24K	Hold	37	–	–	﹤0.01%	345
2015 Q3	$1.15K	Hold	37	–	–	﹤0.01%	355
2015 Q2	$1.04K	Hold	37	–	–	﹤0.01%	380
2015 Q1	$1.07K	Hold	37	–	–	﹤0.01%	370
2014 Q4	$1K	Hold	37	–	–	﹤0.01%	358
2014 Q3	$819	Buy	+37	New	+$874	﹤0.01%	391
2014 Q1	–	Sell	-37	Closed	-$1K	–	648
2013 Q4	$1K	Buy	+37	New	+$972	﹤0.01%	358

Other funds holding SIGI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's SIGI Position: Q3 2024 in Review

RAFFA WEALTH MANAGEMENT, LLC sold out of Selective Insurance (SIGI) in Q3 2024, closing a stake of 296 shares — an estimated $27.8K sold.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in SIGI in Q4 2013 and held it in 13 quarters. The position peaked at $32.3K in Q1 2024. 328 funds tracked by Wall St. Rank hold SIGI as of Q3 2024.

RAFFA WEALTH MANAGEMENT, LLC reported no remaining Selective Insurance position as of Q3 2024 after selling out during the quarter.
RAFFA WEALTH MANAGEMENT, LLC sold 296 Selective Insurance shares in Q3 2024, an estimated $27.8K.
RAFFA WEALTH MANAGEMENT, LLC first reported a position in Selective Insurance in Q4 2013 and held it in 13 quarters.
RAFFA WEALTH MANAGEMENT, LLC's Selective Insurance position peaked at $32.3K in Q1 2024.
328 funds tracked by Wall St. Rank held Selective Insurance as of Q3 2024.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q3 2024, filed 27 Jul 2026.