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Ballentine Partners’s Safety Insurance SAFT Stock Holding History

Ballentine 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
2026
Q2 		$358K Buy
4,783
+61
+1% +$4.45K ﹤0.01% 704
2026
Q1 		$343K Sell
4,722
-3,066
-39% -$233K ﹤0.01% 676
2025
Q4 		$607K Buy
7,788
+4,458
+134% +$330K 0.01% 444
2025
Q3 		$235K Sell
3,330
-519
-13% -$37.7K ﹤0.01% 840
2025
Q2 		$306K Buy
+3,849
New +$304K ﹤0.01% 682

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 $3.37T AUM 44.26% 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

Ballentine Partners's SAFT Position: Q2 2026 in Review

Ballentine Partners increased its Safety Insurance (SAFT) stake by 1.3% in Q2 2026, buying an estimated $4.45K and bringing the position to 4,783 shares worth $358K. The position accounts for ﹤0.01% of the portfolio, ranked #704.

Ballentine Partners first reported a position in SAFT in Q2 2025 and has held it in 5 quarters since. The position peaked at $607K in Q4 2025. 216 funds tracked by Wall St. Rank hold SAFT as of Q2 2026.

  • Ballentine Partners held 4,783 shares of Safety Insurance worth $358K as of Q2 2026.
  • Ballentine Partners bought 61 Safety Insurance shares in Q2 2026, an estimated $4.45K.
  • Safety Insurance made up ﹤0.01% of Ballentine Partners's portfolio in Q2 2026, its #704 holding.
  • Ballentine Partners first reported a position in Safety Insurance in Q2 2025 and has held it in 5 quarters since.
  • Ballentine Partners's Safety Insurance position peaked at $607K in Q4 2025.
  • 216 funds tracked by Wall St. Rank held Safety Insurance as of Q2 2026.

Based on Ballentine Partners's 13F filing for Q2 2026, filed 17 Jul 2026.