Position in SIGI
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$361,071
+$100,147 QoQ
Shares Held
3,722
+7.5% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#235
of 371 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SIGI Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026Baron Wealth Management LLC holds $3,448,707 across 8 Insurance - Property & Casualty names. SIGI ranks #6 (10.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
|
2,044 | $696,472 | |
| 2 | TRV |
Travelers Companies, Inc.
|
1,918 | $633,170 | |
| 3 | ALL |
Allstate Corp
|
2,141 | $509,429 | |
| 4 | WRB |
Berkley W R Corp
|
6,221 | $438,767 | |
| 5 | PGR |
Progressive Corp/Oh/
|
1,716 | $374,860 | |
| 6 | SIGI |
Selective Insurance Group Inc
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|
3,722 | $361,071 | |
| 7 | MCY |
Mercury General Corp
|
2,156 | $229,872 | |
| 8 | MKL |
Markel Group Inc.
|
105 | $205,066 |
All Filings in SIGI
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $361,071 | 3,722 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $260,924 | 3,461 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $263,058 | 3,144 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $252,938 | 3,120 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $270,348 | 3,120 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $285,604 | 3,120 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $301,227 | 3,221 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $300,519 | 3,221 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $314,987 | 3,357 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $340,610 | 3,120 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $310,377 | 3,120 | Shares | Sole | 2024-01-04 | |
| 2023-09-30 | $321,890 | 3,120 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $299,364 | 3,120 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $297,429 | 3,120 | Shares | Sole | 2023-06-06 | |
| 2022-12-31 | $276,463 | 3,120 | Shares | Sole | 2023-06-06 | |
| No filing history on record for this holder in this stock. | ||||||