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Waldron Private Wealth’s Selective Insurance SIGI Stock Holding History

Waldron Private Wealth’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
Q4 		– Sell
-109
Closed -$10.2K – 450
2024
Q3 		$10.2K Buy
+109
New +$9.84K ﹤0.01% 477

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
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Waldron Private Wealth's SIGI Position: Q4 2024 in Review

Waldron Private Wealth sold out of Selective Insurance (SIGI) in Q4 2024, closing a stake of 109 shares — an estimated $10.2K sold.

Waldron Private Wealth first reported a position in SIGI in Q3 2024 and held it in 1 quarter. The position peaked at $10.2K in Q3 2024. 340 funds tracked by Wall St. Rank hold SIGI as of Q4 2024.

  • Waldron Private Wealth reported no remaining Selective Insurance position as of Q4 2024 after selling out during the quarter.
  • Waldron Private Wealth sold 109 Selective Insurance shares in Q4 2024, an estimated $10.2K.
  • Waldron Private Wealth first reported a position in Selective Insurance in Q3 2024 and held it in 1 quarter.
  • Waldron Private Wealth's Selective Insurance position peaked at $10.2K in Q3 2024.
  • 340 funds tracked by Wall St. Rank held Selective Insurance as of Q4 2024.

Based on Waldron Private Wealth's 13F filing for Q4 2024, filed 24 Jan 2025.