Commonwealth Equity Services’s Safety Insurance SAFT Stock Holding History

Commonwealth Equity Services’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	$260K	Buy	3,469 +121	+4%	+$8.83K	﹤0.01%	3894
2026 Q1	$243K	Buy	+3,348	New	+$255K	﹤0.01%	3821
2023 Q1	–	Sell	-2,886	Closed	-$243K	–	3847
2022 Q4	$243K	Buy	2,886 +128	+5%	+$10.9K	﹤0.01%	3054
2022 Q3	$224K	Sell	2,758 -814	-23%	-$73.4K	﹤0.01%	3073
2022 Q2	$346K	Buy	3,572 +190	+6%	+$17.1K	﹤0.01%	2709
2022 Q1	$307K	Sell	3,382 -40	-1%	-$3.41K	﹤0.01%	2952
2021 Q4	$291K	Buy	3,422 +509	+17%	+$40.8K	﹤0.01%	3003
2021 Q3	$230K	Buy	+2,913	New	+$230K	﹤0.01%	3157
2021 Q2	–	Sell	-2,537	Closed	-$213K	–	3576
2021 Q1	$213K	Buy	+2,537	New	+$204K	﹤0.01%	3079
2014 Q3	–	Sell	-5,590	Closed	-$287K	–	2133
2014 Q2	$287K	Buy	+5,590	New	+$294K	﹤0.01%	1579

Other funds holding SAFT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

SRB Corp Boston, Massachusetts $1.86B AUM 39.81% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Commonwealth Equity Services's SAFT Position: Q2 2026 in Review

Commonwealth Equity Services increased its Safety Insurance (SAFT) stake by 3.6% in Q2 2026, buying an estimated $8.83K and bringing the position to 3,469 shares worth $260K. The position accounts for ﹤0.01% of the portfolio, ranked #3894.

Commonwealth Equity Services first reported a position in SAFT in Q2 2014 and has held it in 10 quarters since. The position peaked at $346K in Q2 2022. 216 funds tracked by Wall St. Rank hold SAFT as of Q2 2026.

Commonwealth Equity Services held 3,469 shares of Safety Insurance worth $260K as of Q2 2026.
Commonwealth Equity Services bought 121 Safety Insurance shares in Q2 2026, an estimated $8.83K.
Safety Insurance made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #3894 holding.
Commonwealth Equity Services first reported a position in Safety Insurance in Q2 2014 and has held it in 10 quarters since.
Commonwealth Equity Services's Safety Insurance position peaked at $346K in Q2 2022.
216 funds tracked by Wall St. Rank held Safety Insurance as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.