Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Safety Insurance SAFT Stock Holding History

Carson Wealth (CWM LLC)’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
Q1 		$1.65M Sell
22,753
-256
-1% -$19.5K ﹤0.01% 1283
2025
Q4 		$1.79M Buy
23,009
+3,187
+16% +$236K ﹤0.01% 1191
2025
Q3 		$1.4M Buy
19,822
+7,865
+66% +$572K ﹤0.01% 1241
2025
Q2 		$949K Buy
11,957
+1,214
+11% +$95.8K ﹤0.01% 1263
2025
Q1 		$847K Sell
10,743
-832
-7% -$65.1K ﹤0.01% 1224
2024
Q4 		$954K Sell
11,575
-196
-2% -$16.2K ﹤0.01% 1111
2024
Q3 		$963K Sell
11,771
-426
-3% -$35K ﹤0.01% 1055
2024
Q2 		$915K Sell
12,197
-1,273
-9% -$99.9K ﹤0.01% 942
2024
Q1 		$1.11M Sell
13,470
-1,211
-8% -$98.2K 0.01% 811
2023
Q4 		$1.12M Sell
14,681
-1,042
-7% -$78.7K 0.01% 760
2023
Q3 		$1.07M Sell
15,723
-494
-3% -$34.4K 0.01% 717
2023
Q2 		$1.16M Sell
16,217
-754
-4% -$55.1K 0.01% 665
2023
Q1 		$1.26M Buy
16,971
+186
+1% +$15.2K 0.01% 588
2022
Q4 		$1.41M Buy
16,785
+340
+2% +$28.9K 0.01% 518
2022
Q3 		$1.34M Sell
16,445
-759
-4% -$68.5K 0.01% 486
2022
Q2 		$1.67M Sell
17,204
-1,227
-7% -$110K 0.01% 433
2022
Q1 		$1.67M Sell
18,431
-3,080
-14% -$263K 0.01% 438
2021
Q4 		$1.83M Buy
+21,511
New +$1.73M 0.01% 447
2021
Q2 		$1.79M Hold
22,890
– – 0.01% 462
2021
Q1 		$1.79M Hold
22,890
– – 0.01% 462
2020
Q4 		$1.79M Hold
22,890
– – 0.01% 462
2020
Q3 		$1.79M Hold
22,890
– – 0.01% 462
2020
Q2 		$1.79M Hold
22,890
– – 0.01% 462
2020
Q1 		$1.79M Hold
22,890
– – 0.01% 462
2019
Q4 		$1.79M Hold
22,890
– – 0.01% 462
2019
Q3 		$1.79M Hold
22,890
– – 0.01% 462
2019
Q2 		$1.79M Hold
22,890
– – 0.01% 462
2019
Q1 		$1.79M Buy
+22,890
New +$1.96M 0.01% 462

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
VPM
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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return

Carson Wealth (CWM LLC)'s SAFT Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its Safety Insurance (SAFT) stake by 1.1% in Q1 2026, selling an estimated $19.5K and leaving 22,753 shares worth $1.65M. The position accounts for ﹤0.01% of the portfolio, ranked #1283.

Carson Wealth (CWM LLC) first reported a position in SAFT in Q1 2019 and has held it in 28 quarters since. The position peaked at $1.83M in Q4 2021. 220 funds tracked by Wall St. Rank hold SAFT as of Q1 2026.

  • Carson Wealth (CWM LLC) held 22,753 shares of Safety Insurance worth $1.65M as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 256 Safety Insurance shares in Q1 2026, an estimated $19.5K.
  • Safety Insurance made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1283 holding.
  • Carson Wealth (CWM LLC) first reported a position in Safety Insurance in Q1 2019 and has held it in 28 quarters since.
  • Carson Wealth (CWM LLC)'s Safety Insurance position peaked at $1.83M in Q4 2021.
  • 220 funds tracked by Wall St. Rank held Safety Insurance as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.