Avion Wealth’s Safety Insurance SAFT Stock Holding History

Avion Wealth’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 Q1	$0	Hold	7	–	–	﹤0.01%	1550
2025 Q4	$0	Hold	7	–	–	﹤0.01%	1537
2025 Q3	$0	Buy	+7	New	+$509	﹤0.01%	1499

Other funds holding SAFT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

SRB Corp Boston, Massachusetts $1.63B AUM 20.77% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

Avion Wealth's SAFT Position: Q1 2026 in Review

Avion Wealth held its Safety Insurance (SAFT) position steady in Q1 2026 at 7 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #1550.

Avion Wealth first reported a position in SAFT in Q3 2025 and has held it in 3 quarters since. 220 funds tracked by Wall St. Rank hold SAFT as of Q1 2026.

Avion Wealth held 7 shares of Safety Insurance worth $0 as of Q1 2026.
Avion Wealth left its Safety Insurance share count unchanged in Q1 2026.
Safety Insurance made up ﹤0.01% of Avion Wealth's portfolio in Q1 2026, its #1550 holding.
Avion Wealth first reported a position in Safety Insurance in Q3 2025 and has held it in 3 quarters since.
220 funds tracked by Wall St. Rank held Safety Insurance as of Q1 2026.

Based on Avion Wealth's 13F filing for Q1 2026, filed 1 May 2026.