Bartlett & Co Wealth Management’s Safety Insurance SAFT Stock Holding History

Bartlett & Co 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
2025 Q1	–	Sell	-875	Closed	-$72.1K	–	1263
2024 Q4	$72.1K	Hold	875	–	–	﹤0.01%	583
2024 Q3	$71.6K	Hold	875	–	–	﹤0.01%	597
2024 Q2	$65.7K	Hold	875	–	–	﹤0.01%	608
2024 Q1	$71.9K	Hold	875	–	–	﹤0.01%	605
2023 Q4	$66.8K	Hold	875	–	–	﹤0.01%	643
2023 Q3	$59.7K	Hold	875	–	–	﹤0.01%	629
2023 Q2	$62.8K	Hold	875	–	–	﹤0.01%	626
2023 Q1	$65.2K	Hold	875	–	–	﹤0.01%	529
2022 Q4	$73.7K	Hold	875	–	–	﹤0.01%	516
2022 Q3	$71.4K	Hold	875	–	–	﹤0.01%	506
2022 Q2	$85K	Hold	875	–	–	﹤0.01%	489
2022 Q1	$79.5K	Buy	+875	New	+$74.7K	﹤0.01%	519
2021 Q4	–	Sell	-875	Closed	-$69.3K	–	783
2021 Q3	$69.3K	Hold	875	–	–	﹤0.01%	464
2021 Q2	$68.5K	Hold	875	–	–	﹤0.01%	462
2021 Q1	$73.7K	Hold	875	–	–	﹤0.01%	471
2020 Q4	$68.2K	Hold	875	–	–	﹤0.01%	484
2020 Q3	$60.5K	Hold	875	–	–	﹤0.01%	467
2020 Q2	$66.7K	Hold	875	–	–	﹤0.01%	448
2020 Q1	$73.9K	Hold	875	–	–	﹤0.01%	402
2019 Q4	$81K	Hold	875	–	–	﹤0.01%	436
2019 Q3	$88.7K	Buy	+875	New	+$85.5K	﹤0.01%	406

Other funds holding SAFT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

SRB Corp Boston, Massachusetts $1.86B AUM 39.81% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

TCM

TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return

Bartlett & Co Wealth Management's SAFT Position: Q1 2025 in Review

Bartlett & Co Wealth Management sold out of Safety Insurance (SAFT) in Q1 2025, closing a stake of 875 shares — an estimated $72.1K sold.

Bartlett & Co Wealth Management first reported a position in SAFT in Q3 2019 and held it in 21 quarters. The position peaked at $88.7K in Q3 2019. 199 funds tracked by Wall St. Rank hold SAFT as of Q1 2025.

Bartlett & Co Wealth Management reported no remaining Safety Insurance position as of Q1 2025 after selling out during the quarter.
Bartlett & Co Wealth Management sold 875 Safety Insurance shares in Q1 2025, an estimated $72.1K.
Bartlett & Co Wealth Management first reported a position in Safety Insurance in Q3 2019 and held it in 21 quarters.
Bartlett & Co Wealth Management's Safety Insurance position peaked at $88.7K in Q3 2019.
199 funds tracked by Wall St. Rank held Safety Insurance as of Q1 2025.

Based on Bartlett & Co Wealth Management's 13F filing for Q1 2025, filed 24 Apr 2025.