Clearstead Advisors’s Safety Insurance SAFT Stock Holding History

Clearstead 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
2026 Q1	–	Sell	-6	Closed	-$468	–	2756
2025 Q4	$468	Sell	6 -234	-98%	-$17.3K	﹤0.01%	2316
2025 Q3	$17K	Buy	+240	New	+$17.4K	﹤0.01%	1720

Other funds holding SAFT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

SRB Corp Boston, Massachusetts $1.63B AUM 20.77% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

Clearstead Advisors's SAFT Position: Q1 2026 in Review

Clearstead Advisors sold out of Safety Insurance (SAFT) in Q1 2026, closing a stake of 6 shares — an estimated $468 sold.

Clearstead Advisors first reported a position in SAFT in Q3 2025 and held it in 2 quarters. The position peaked at $17K in Q3 2025. 220 funds tracked by Wall St. Rank hold SAFT as of Q1 2026.

Clearstead Advisors reported no remaining Safety Insurance position as of Q1 2026 after selling out during the quarter.
Clearstead Advisors sold 6 Safety Insurance shares in Q1 2026, an estimated $468.
Clearstead Advisors first reported a position in Safety Insurance in Q3 2025 and held it in 2 quarters.
Clearstead Advisors's Safety Insurance position peaked at $17K in Q3 2025.
220 funds tracked by Wall St. Rank held Safety Insurance as of Q1 2026.

Based on Clearstead Advisors's 13F filing for Q1 2026, filed 6 May 2026.