AEPWM
SAFT icon

Atlantic Edge Private Wealth Management’s Safety Insurance SAFT Stock Holding History

Atlantic Edge Private Wealth Management’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
Q2 		$8.54K Hold
114
– – ﹤0.01% 443
2026
Q1 		$8.28K Hold
114
– – ﹤0.01% 413
2025
Q4 		$8.88K Hold
114
– – ﹤0.01% 391
2025
Q3 		$8.06K Hold
114
– – ﹤0.01% 390
2025
Q2 		$9.05K Hold
114
– – ﹤0.01% 375
2025
Q1 		$8.99K Hold
114
– – ﹤0.01% 356
2024
Q4 		$9.39K Hold
114
– – ﹤0.01% 343
2024
Q3 		$9.32K Hold
114
– – ﹤0.01% 342
2024
Q2 		$8.55K Hold
114
– – ﹤0.01% 329
2024
Q1 		$9.37K Hold
114
– – ﹤0.01% 323
2023
Q4 		$8.66K Buy
+114
New +$8.61K ﹤0.01% 306

Other funds holding SAFT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SC
SRB Corp Boston, Massachusetts $1.86B AUM 39.81% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Atlantic Edge Private Wealth Management's SAFT Position: Q2 2026 in Review

Atlantic Edge Private Wealth Management held its Safety Insurance (SAFT) position steady in Q2 2026 at 114 shares worth $8.54K. The position accounts for ﹤0.01% of the portfolio, ranked #443.

Atlantic Edge Private Wealth Management first reported a position in SAFT in Q4 2023 and has held it in 11 quarters since. The position peaked at $9.39K in Q4 2024. 216 funds tracked by Wall St. Rank hold SAFT as of Q2 2026.

  • Atlantic Edge Private Wealth Management held 114 shares of Safety Insurance worth $8.54K as of Q2 2026.
  • Atlantic Edge Private Wealth Management left its Safety Insurance share count unchanged in Q2 2026.
  • Safety Insurance made up ﹤0.01% of Atlantic Edge Private Wealth Management's portfolio in Q2 2026, its #443 holding.
  • Atlantic Edge Private Wealth Management first reported a position in Safety Insurance in Q4 2023 and has held it in 11 quarters since.
  • Atlantic Edge Private Wealth Management's Safety Insurance position peaked at $9.39K in Q4 2024.
  • 216 funds tracked by Wall St. Rank held Safety Insurance as of Q2 2026.

Based on Atlantic Edge Private Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.