Creative Planning
SAFT icon

Creative Planning’s Safety Insurance SAFT Stock Holding History

Creative Planning’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 		$2.74M Sell
37,678
-10,993
-23% -$836K ﹤0.01% 1656
2025
Q4 		$3.79M Buy
48,671
+17,302
+55% +$1.28M ﹤0.01% 1206
2025
Q3 		$2.22M Buy
31,369
+13,413
+75% +$975K ﹤0.01% 1465
2025
Q2 		$1.43M Buy
17,956
+13,342
+289% +$1.05M ﹤0.01% 1581
2025
Q1 		$364K Sell
4,614
-1,756
-28% -$137K ﹤0.01% 2578
2024
Q4 		$525K Buy
6,370
+2,710
+74% +$225K ﹤0.01% 2176
2024
Q3 		$299K Buy
+3,660
New +$301K ﹤0.01% 2521
2023
Q4 		– Sell
-225
Closed -$15.3K – 3043
2023
Q3 		$15.3K Buy
+225
New +$15.7K ﹤0.01% 2609
2022
Q2 		– Sell
-450
Closed -$41K – 2501
2022
Q1 		$41K Buy
+450
New +$38.4K ﹤0.01% 2079
2017
Q3 		– Sell
-1,220
Closed -$83K – 3363
2017
Q2 		$83K Sell
1,220
-55
-4% -$3.77K ﹤0.01% 2130
2017
Q1 		$89K Buy
1,275
+1,000
+364% +$71.7K ﹤0.01% 2032
2016
Q4 		$20K Hold
275
– – ﹤0.01% 3090
2016
Q3 		$18K Buy
+275
New +$17.9K ﹤0.01% 3129
2015
Q2 		– Sell
-150
Closed -$9K – 2637
2015
Q1 		$9K Hold
150
– – ﹤0.01% 3263
2014
Q4 		$10K Hold
150
– – ﹤0.01% 3128
2014
Q3 		$8K Hold
150
– – ﹤0.01% 3077
2014
Q2 		$8K Hold
150
– – ﹤0.01% 2998
2014
Q1 		$8K Sell
150
-40
-21% -$2.2K ﹤0.01% 2868
2013
Q4 		$11K Hold
190
– – ﹤0.01% 2526
2013
Q3 		$10K Buy
190
+150
+375% +$7.86K ﹤0.01% 2470
2013
Q2 		$2K Buy
+40
New +$2.01K ﹤0.01% 2844

Other funds holding SAFT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SC
SRB Corp Boston, Massachusetts $1.63B AUM 20.77% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

Creative Planning's SAFT Position: Q1 2026 in Review

Creative Planning reduced its Safety Insurance (SAFT) stake by 23% in Q1 2026, selling an estimated $836K and leaving 37,678 shares worth $2.74M. The position accounts for ﹤0.01% of the portfolio, ranked #1656.

Creative Planning first reported a position in SAFT in Q2 2013 and has held it in 21 quarters since. The position peaked at $3.79M in Q4 2025. 220 funds tracked by Wall St. Rank hold SAFT as of Q1 2026.

  • Creative Planning held 37,678 shares of Safety Insurance worth $2.74M as of Q1 2026.
  • Creative Planning sold 10,993 Safety Insurance shares in Q1 2026, an estimated $836K.
  • Safety Insurance made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #1656 holding.
  • Creative Planning first reported a position in Safety Insurance in Q2 2013 and has held it in 21 quarters since.
  • Creative Planning's Safety Insurance position peaked at $3.79M in Q4 2025.
  • 220 funds tracked by Wall St. Rank held Safety Insurance as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.