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
Q2 		$1.84M Sell
24,629
-13,049
-35% -$952K ﹤0.01% 2154
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 $6.73T AUM 46.02% 1-Year Est. Return
SC
SRB Corp Boston, Massachusetts $1.86B AUM 39.81% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
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

Creative Planning's SAFT Position: Q2 2026 in Review

Creative Planning reduced its Safety Insurance (SAFT) stake by 35% in Q2 2026, selling an estimated $952K and leaving 24,629 shares worth $1.84M. The position accounts for ﹤0.01% of the portfolio, ranked #2154.

Creative Planning first reported a position in SAFT in Q2 2013 and has held it in 22 quarters since. The position peaked at $3.79M in Q4 2025. 217 funds tracked by Wall St. Rank hold SAFT as of Q2 2026.

  • Creative Planning held 24,629 shares of Safety Insurance worth $1.84M as of Q2 2026.
  • Creative Planning sold 13,049 Safety Insurance shares in Q2 2026, an estimated $952K.
  • Safety Insurance made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2154 holding.
  • Creative Planning first reported a position in Safety Insurance in Q2 2013 and has held it in 22 quarters since.
  • Creative Planning's Safety Insurance position peaked at $3.79M in Q4 2025.
  • 217 funds tracked by Wall St. Rank held Safety Insurance as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.