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Emergent Wealth Advisors’s Safety Insurance SAFT Stock Holding History

Emergent Wealth Advisors’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
2024
Q1 		– Sell
-3,950
Closed -$300K – 134
2023
Q4 		$300K Buy
+3,950
New +$298K 0.28% 74

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Emergent Wealth Advisors's SAFT Position: Q1 2024 in Review

Emergent Wealth Advisors sold out of Safety Insurance (SAFT) in Q1 2024, closing a stake of 3,950 shares — an estimated $300K sold.

Emergent Wealth Advisors first reported a position in SAFT in Q4 2023 and held it in 1 quarter. The position peaked at $300K in Q4 2023. 177 funds tracked by Wall St. Rank hold SAFT as of Q1 2024.

  • Emergent Wealth Advisors reported no remaining Safety Insurance position as of Q1 2024 after selling out during the quarter.
  • Emergent Wealth Advisors sold 3,950 Safety Insurance shares in Q1 2024, an estimated $300K.
  • Emergent Wealth Advisors first reported a position in Safety Insurance in Q4 2023 and held it in 1 quarter.
  • Emergent Wealth Advisors's Safety Insurance position peaked at $300K in Q4 2023.
  • 177 funds tracked by Wall St. Rank held Safety Insurance as of Q1 2024.

Based on Emergent Wealth Advisors's 13F filing for Q1 2024, filed 17 Dec 2025.