Cerity Partners
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Cerity Partners’s Safety Insurance SAFT Stock Holding History

Cerity Partners’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 		$752K Sell
10,051
-285
-3% -$20.8K ﹤0.01% 2170
2026
Q1 		$751K Buy
10,336
+442
+4% +$33.6K ﹤0.01% 2032
2025
Q4 		$771K Buy
9,894
+5,493
+125% +$406K ﹤0.01% 1839
2025
Q3 		$311K Buy
4,401
+1,571
+56% +$114K ﹤0.01% 2256
2025
Q2 		$225K Buy
+2,830
New +$223K ﹤0.01% 2292
2023
Q2 		– Sell
-141
Closed -$1.36M – 1906
2023
Q1 		$1.36M Buy
+141
New +$11.5K ﹤0.01% 851

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State Street
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Dimensional Fund Advisors
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Vanguard Capital Management
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Geode Capital Management
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JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Adage Capital Partners
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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cerity Partners's SAFT Position: Q2 2026 in Review

Cerity Partners reduced its Safety Insurance (SAFT) stake by 2.8% in Q2 2026, selling an estimated $20.8K and leaving 10,051 shares worth $752K. The position accounts for ﹤0.01% of the portfolio, ranked #2170.

Cerity Partners first reported a position in SAFT in Q1 2023 and has held it in 6 quarters since. The position peaked at $1.36M in Q1 2023. 205 funds tracked by Wall St. Rank hold SAFT as of Q2 2026.

  • Cerity Partners held 10,051 shares of Safety Insurance worth $752K as of Q2 2026.
  • Cerity Partners sold 285 Safety Insurance shares in Q2 2026, an estimated $20.8K.
  • Safety Insurance made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #2170 holding.
  • Cerity Partners first reported a position in Safety Insurance in Q1 2023 and has held it in 6 quarters since.
  • Cerity Partners's Safety Insurance position peaked at $1.36M in Q1 2023.
  • 205 funds tracked by Wall St. Rank held Safety Insurance as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.