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Bragg Financial Advisors’s Safety Insurance SAFT Stock Holding History

Bragg Financial Advisors’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
Q1 		– Sell
-4,962
Closed -$393K – 321
2021
Q4 		$393K Hold
4,962
– – 0.03% 245
2021
Q3 		$393K Buy
4,962
+57
+1% +$4.5K 0.03% 245
2021
Q2 		$384K Buy
+4,905
New +$409K 0.02% 253

Other funds holding SAFT

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Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
SC
SRB Corp Boston, Massachusetts $1.63B AUM 20.77% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $70.2B AUM 29.99% 1-Year Est. Return
AC
AltraVue Capital Bellevue, Washington $1.16B AUM 46.45% 1-Year Est. Return

Bragg Financial Advisors's SAFT Position: Q1 2022 in Review

Bragg Financial Advisors sold out of Safety Insurance (SAFT) in Q1 2022, closing a stake of 4,962 shares — an estimated $393K sold.

Bragg Financial Advisors first reported a position in SAFT in Q2 2021 and held it in 3 quarters. The position peaked at $393K in Q4 2021. 180 funds tracked by Wall St. Rank hold SAFT as of Q1 2022.

  • Bragg Financial Advisors reported no remaining Safety Insurance position as of Q1 2022 after selling out during the quarter.
  • Bragg Financial Advisors sold 4,962 Safety Insurance shares in Q1 2022, an estimated $393K.
  • Bragg Financial Advisors first reported a position in Safety Insurance in Q2 2021 and held it in 3 quarters.
  • Bragg Financial Advisors's Safety Insurance position peaked at $393K in Q4 2021.
  • 180 funds tracked by Wall St. Rank held Safety Insurance as of Q1 2022.

Based on Bragg Financial Advisors's 13F filing for Q1 2022, filed 11 May 2022.