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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
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

YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
LTAS
Linden Thomas Advisory Services Charlotte, North Carolina $1.24B AUM 47.37% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $5.7B AUM 35.76% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Capital Advisors Ltd's SAFT Position: Q2 2026 in Review

Capital Advisors Ltd reduced its Safety Insurance (SAFT) stake by 40% in Q2 2026, selling an estimated $13.8K and leaving 287 shares worth $21K. The position accounts for ﹤0.01% of the portfolio, ranked #680.

Capital Advisors Ltd first reported a position in SAFT in Q3 2023 and has held it in 10 quarters since. The position peaked at $38K in Q4 2025. 27 funds tracked by Wall St. Rank hold SAFT as of Q2 2026.

  • Capital Advisors Ltd held 287 shares of Safety Insurance worth $21K as of Q2 2026.
  • Capital Advisors Ltd sold 189 Safety Insurance shares in Q2 2026, an estimated $13.8K.
  • Safety Insurance made up ﹤0.01% of Capital Advisors Ltd's portfolio in Q2 2026, its #680 holding.
  • Capital Advisors Ltd first reported a position in Safety Insurance in Q3 2023 and has held it in 10 quarters since.
  • Capital Advisors Ltd's Safety Insurance position peaked at $38K in Q4 2025.
  • 27 funds tracked by Wall St. Rank held Safety Insurance as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.