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Congress Wealth Management’s Safety Insurance SAFT Stock Holding History

Congress Wealth Management’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
2025
Q2 		$2.06M Sell
25,957
-65,707
-72% -$5.19M 0.02% 549
2025
Q1 		$7.23M Buy
+91,664
New +$7.17M 0.09% 262
2024
Q4 		– Sell
-6,372
Closed -$521K – 921
2024
Q3 		$521K Hold
6,372
– – 0.01% 632
2024
Q2 		$478K Buy
+6,372
New +$500K 0.01% 541

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return
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

Congress Wealth Management's SAFT Position: Q2 2025 in Review

Congress Wealth Management reduced its Safety Insurance (SAFT) stake by 72% in Q2 2025, selling an estimated $5.19M and leaving 25,957 shares worth $2.06M. The position accounts for 0.02% of the portfolio, ranked #549.

Congress Wealth Management first reported a position in SAFT in Q2 2024 and has held it in 4 quarters since. The position peaked at $7.23M in Q1 2025. 193 funds tracked by Wall St. Rank hold SAFT as of Q2 2025.

  • Congress Wealth Management held 25,957 shares of Safety Insurance worth $2.06M as of Q2 2025.
  • Congress Wealth Management sold 65,707 Safety Insurance shares in Q2 2025, an estimated $5.19M.
  • Safety Insurance made up 0.02% of Congress Wealth Management's portfolio in Q2 2025, its #549 holding.
  • Congress Wealth Management first reported a position in Safety Insurance in Q2 2024 and has held it in 4 quarters since.
  • Congress Wealth Management's Safety Insurance position peaked at $7.23M in Q1 2025.
  • 193 funds tracked by Wall St. Rank held Safety Insurance as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.