DT
SAFT icon

Diversified Trust’s Safety Insurance SAFT Stock Holding History

Diversified Trust’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 		– Sell
-4,294
Closed -$312K – 1186
2026
Q1 		$312K Sell
4,294
-3,173
-42% -$241K 0.01% 837
2025
Q4 		$582K Buy
7,467
+4,163
+126% +$308K 0.01% 617
2025
Q3 		$234K Sell
3,304
-2,151
-39% -$156K ﹤0.01% 878
2025
Q2 		$433K Buy
5,455
+9
+0.2% +$710 0.01% 634
2025
Q1 		$430K Buy
+5,446
New +$426K 0.01% 624

Other funds holding SAFT

YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
LTAS
Linden Thomas Advisory Services Charlotte, North Carolina $1.24B AUM 47.37% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $5.7B AUM 35.76% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Diversified Trust's SAFT Position: Q2 2026 in Review

Diversified Trust sold out of Safety Insurance (SAFT) in Q2 2026, closing a stake of 4,294 shares — an estimated $312K sold.

Diversified Trust first reported a position in SAFT in Q1 2025 and held it in 5 quarters. The position peaked at $582K in Q4 2025. 27 funds tracked by Wall St. Rank hold SAFT as of Q2 2026.

  • Diversified Trust reported no remaining Safety Insurance position as of Q2 2026 after selling out during the quarter.
  • Diversified Trust sold 4,294 Safety Insurance shares in Q2 2026, an estimated $312K.
  • Diversified Trust first reported a position in Safety Insurance in Q1 2025 and held it in 5 quarters.
  • Diversified Trust's Safety Insurance position peaked at $582K in Q4 2025.
  • 27 funds tracked by Wall St. Rank held Safety Insurance as of Q2 2026.

Based on Diversified Trust's 13F filing for Q2 2026, filed 17 Jul 2026.