Position in SIGI
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$563,434
+$134,164 QoQ
Shares Held
5,808
+2.0% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#214
of 374 holders
Holding Since
Dec 2020
21 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in SIGI Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026EP Wealth Advisors, LLC holds $71,922,203 across 13 Insurance - Property & Casualty names. SIGI ranks #7 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ALL |
Allstate Corp
|
195,664 | $46,556,292 | |
| 2 | TRV |
Travelers Companies, Inc.
|
38,042 | $12,558,425 | |
| 3 | CB |
Chubb Ltd
|
17,017 | $5,798,372 | |
| 4 | PGR |
Progressive Corp/Oh/
|
9,061 | $1,979,375 | |
| 5 | WRB |
Berkley W R Corp
|
16,943 | $1,194,989 | |
| 6 | MKL |
Markel Group Inc.
|
367 | $716,754 | |
| 7 | SIGI |
Selective Insurance Group Inc
This page
|
5,808 | $563,434 | |
| 8 | UVE |
Universal Insurance Holdings, Inc.
|
13,482 | $557,615 |
All Filings in SIGI
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $563,434 | 5,808 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $429,270 | 5,694 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $499,509 | 5,970 | Shares | Sole | 2026-02-18 | |
| 2025-06-30 | $401,362 | 4,632 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $268,669 | 2,935 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $273,920 | 2,929 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $267,864 | 2,871 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $269,385 | 2,871 | Shares | Sole | 2024-08-19 | |
| 2024-03-31 | $313,427 | 2,871 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $285,607 | 2,871 | Shares | Sole | 2024-02-28 | |
| 2023-09-30 | $302,288 | 2,930 | Shares | Sole | 2023-11-24 | |
| 2023-06-30 | $271,059 | 91,267 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $818,694 | 8,588 | Shares | Sole | 2023-06-05 | |
| 2022-12-31 | $250,323 | 2,825 | Shares | Sole | 2023-06-12 | |
| 2022-06-30 | $270,557 | 3,112 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $277,641 | 3,107 | Shares | Sole | 2022-05-20 | |
| 2021-12-31 | $255,161 | 3,114 | Shares | Sole | 2022-02-17 | |
| 2021-09-30 | $235,200 | 3,114 | Shares | Sole | 2021-11-23 | |
| 2021-06-30 | $253,837 | 3,128 | Shares | Sole | 2021-08-24 | |
| 2021-03-31 | $226,687 | 3,125 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $216,412 | 3,231 | Shares | Sole | 2021-02-18 | |
| No filing history on record for this holder in this stock. | ||||||