AP
SAFT icon

Advisor Partners’s Safety Insurance SAFT Stock Holding History

Advisor Partners’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
2022
Q2 		$428K Buy
4,409
+243
+6% +$21.9K 0.03% 528
2022
Q1 		$378K Buy
4,166
+954
+30% +$81.4K 0.02% 608
2021
Q4 		$274K Buy
3,212
+147
+5% +$11.8K 0.02% 705
2021
Q3 		$243K Buy
3,065
+37
+1% +$2.92K 0.02% 707
2021
Q2 		$237K Buy
3,028
+21
+0.7% +$1.75K 0.02% 736
2021
Q1 		$253K Buy
+3,007
New +$242K 0.02% 690

Other funds holding SAFT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
SC
SRB Corp Boston, Massachusetts $1.86B AUM 39.81% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Advisor Partners's SAFT Position: Q2 2022 in Review

Advisor Partners increased its Safety Insurance (SAFT) stake by 5.8% in Q2 2022, buying an estimated $21.9K and bringing the position to 4,409 shares worth $428K. The position accounts for 0.03% of the portfolio, ranked #528.

Advisor Partners first reported a position in SAFT in Q1 2021 and has held it in 6 quarters since. 185 funds tracked by Wall St. Rank hold SAFT as of Q2 2022.

  • Advisor Partners held 4,409 shares of Safety Insurance worth $428K as of Q2 2022.
  • Advisor Partners bought 243 Safety Insurance shares in Q2 2022, an estimated $21.9K.
  • Safety Insurance made up 0.03% of Advisor Partners's portfolio in Q2 2022, its #528 holding.
  • Advisor Partners first reported a position in Safety Insurance in Q1 2021 and has held it in 6 quarters since.
  • 185 funds tracked by Wall St. Rank held Safety Insurance as of Q2 2022.

Based on Advisor Partners's 13F filing for Q2 2022, filed 11 Aug 2022.