Superior Planning, LLC’s Safety Insurance SAFT Stock Holding History

Superior Planning, LLC’s Portfolio SAFT Stock Details SAFT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$9.12K	Buy	+88	New	+$8.48K	﹤0.01%	962

Other funds holding SAFT

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return

Squarepoint New York $90.8B AUM 26.98% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Renaissance Technologies New York $73.4B AUM 32.8% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Picton Mahoney Asset Management Toronto, Ontario, Canada $14.8B AUM 38.11% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Superior Planning, LLC's SAFT Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Safety Insurance (SAFT) in Q3 2026: 88 shares worth $9.12K. The stake represents ﹤0.01% of the portfolio and ranks #962 among its holdings.

170 funds tracked by Wall St. Rank hold SAFT as of Q3 2026.

Superior Planning, LLC held 88 shares of Safety Insurance worth $9.12K as of Q3 2026.
Safety Insurance was a new Superior Planning, LLC position in Q3 2026.
Safety Insurance made up ﹤0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #962 holding.
170 funds tracked by Wall St. Rank held Safety Insurance as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.