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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
Q2 		$749 Buy
+10
New +$729 ﹤0.01% 2795
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

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State Street
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Clearstead Advisors's SAFT Position: Q2 2026 in Review

Clearstead Advisors opened a new position in Safety Insurance (SAFT) in Q2 2026: 10 shares worth $749. The stake represents ﹤0.01% of the portfolio and ranks #2795 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in SAFT as recently as Q4 2025.

Clearstead Advisors first reported a position in SAFT in Q3 2025 and has held it in 3 quarters since. The position peaked at $17K in Q3 2025. 217 funds tracked by Wall St. Rank hold SAFT as of Q2 2026.

  • Clearstead Advisors held 10 shares of Safety Insurance worth $749 as of Q2 2026.
  • Safety Insurance was a new Clearstead Advisors position in Q2 2026.
  • Safety Insurance made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #2795 holding.
  • Clearstead Advisors first reported a position in Safety Insurance in Q3 2025 and has held it in 3 quarters since.
  • Clearstead Advisors's Safety Insurance position peaked at $17K in Q3 2025.
  • 217 funds tracked by Wall St. Rank held Safety Insurance as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.