CPG
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Cornerstone Planning Group’s Safety Insurance SAFT Stock Holding History

Cornerstone Planning Group’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
Q3 		– Sell
-6
Closed -$421 – 1750
2025
Q2 		$421 Buy
+6
New +$474 ﹤0.01% 1348
2025
Q1 		– Sell
-7
Closed -$559 – 1668
2024
Q4 		$559 Hold
7
– – ﹤0.01% 1106
2024
Q3 		$551 Hold
7
– – ﹤0.01% 1067
2024
Q2 		$560 Hold
7
– – ﹤0.01% 1064
2024
Q1 		$556 Buy
+7
New +$568 ﹤0.01% 911

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SC
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Cornerstone Planning Group's SAFT Position: Q3 2025 in Review

Cornerstone Planning Group sold out of Safety Insurance (SAFT) in Q3 2025, closing a stake of 6 shares — an estimated $421 sold.

Cornerstone Planning Group first reported a position in SAFT in Q1 2024 and held it in 5 quarters. The position peaked at $560 in Q2 2024. 215 funds tracked by Wall St. Rank hold SAFT as of Q3 2025.

  • Cornerstone Planning Group reported no remaining Safety Insurance position as of Q3 2025 after selling out during the quarter.
  • Cornerstone Planning Group sold 6 Safety Insurance shares in Q3 2025, an estimated $421.
  • Cornerstone Planning Group first reported a position in Safety Insurance in Q1 2024 and held it in 5 quarters.
  • Cornerstone Planning Group's Safety Insurance position peaked at $560 in Q2 2024.
  • 215 funds tracked by Wall St. Rank held Safety Insurance as of Q3 2025.

Based on Cornerstone Planning Group's 13F filing for Q3 2025, filed 4 Nov 2025.