Capital Advisors Ltd
SAFT icon

Capital Advisors Ltd’s Safety Insurance SAFT Stock Holding History

Capital Advisors Ltd’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
Q3 		$17K Sell
165
-122
-43% -$11.8K ﹤0.01% 743
2026
Q2 		$21K Sell
287
-189
-40% -$13.8K ﹤0.01% 680
2026
Q1 		$35K Sell
476
-12
-2% -$912 ﹤0.01% 570
2025
Q4 		$38K Buy
488
+394
+419% +$29.1K ﹤0.01% 546
2025
Q3 		$7K Sell
94
-227
-71% -$16.5K ﹤0.01% 870
2025
Q2 		$25K Buy
321
+319
+15,950% +$25.2K ﹤0.01% 591
2025
Q1 		$0 Sell
2
-33
-94% -$2.58K ﹤0.01% 1554
2024
Q4 		$3K Buy
35
+33
+1,650% +$2.73K ﹤0.01% 1025
2024
Q3 		$0 Hold
2
– – ﹤0.01% 1582
2024
Q2 		$0 Buy
+2
New +$157 ﹤0.01% 1613
2023
Q4 		– Sell
-59
Closed -$4K – 1462
2023
Q3 		$4K Buy
+59
New +$4.11K ﹤0.01% 896

Other funds holding SAFT

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
ABC Arbitrage
ABC Arbitrage Paris, France $1.02B AUM 30.46% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Tokio Marine Asset Management
Tokio Marine Asset Management Tokyo, Japan $3.37B AUM 31.99% 1-Year Est. Return
Axxion S.A.
Axxion S.A. Grevenmacher, Luxembourg $1.52B AUM
Nuance Investments
Nuance Investments Kansas City, Missouri $544M AUM 7.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Carl P. Sherr & Co
Carl P. Sherr & Co Worcester, Massachusetts $233M AUM 14.21% 1-Year Est. Return

Capital Advisors Ltd's SAFT Position: Q3 2026 in Review

Capital Advisors Ltd reduced its Safety Insurance (SAFT) stake by 43% in Q3 2026, selling an estimated $11.8K and leaving 165 shares worth $17K. The position accounts for ﹤0.01% of the portfolio, ranked #743.

Capital Advisors Ltd first reported a position in SAFT in Q3 2023 and has held it in 11 quarters since. The position peaked at $38K in Q4 2025. 109 funds tracked by Wall St. Rank hold SAFT as of Q3 2026.

  • Capital Advisors Ltd held 165 shares of Safety Insurance worth $17K as of Q3 2026.
  • Capital Advisors Ltd sold 122 Safety Insurance shares in Q3 2026, an estimated $11.8K.
  • Safety Insurance made up ﹤0.01% of Capital Advisors Ltd's portfolio in Q3 2026, its #743 holding.
  • Capital Advisors Ltd first reported a position in Safety Insurance in Q3 2023 and has held it in 11 quarters since.
  • Capital Advisors Ltd's Safety Insurance position peaked at $38K in Q4 2025.
  • 109 funds tracked by Wall St. Rank held Safety Insurance as of Q3 2026.

Based on Capital Advisors Ltd's 13F filing for Q3 2026, filed 27 Oct 2026.