Envestnet Asset Management
SAFT icon

Envestnet Asset Management’s Safety Insurance SAFT Stock Holding History

Envestnet Asset Management’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
-4,192
Closed -$305K – 4934
2026
Q1 		$305K Buy
4,192
+49
+1% +$3.73K ﹤0.01% 4263
2025
Q4 		$323K Buy
4,143
+385
+10% +$28.5K ﹤0.01% 3985
2025
Q3 		$266K Sell
3,758
-176
-4% -$12.8K ﹤0.01% 4156
2025
Q2 		$312K Buy
3,934
+16
+0.4% +$1.26K ﹤0.01% 4004
2025
Q1 		$309K Buy
3,918
+20
+0.5% +$1.56K ﹤0.01% 3908
2024
Q4 		$321K Buy
3,898
+48
+1% +$3.98K ﹤0.01% 3865
2024
Q3 		$315K Buy
3,850
+38
+1% +$3.13K ﹤0.01% 3795
2024
Q2 		$286K Buy
3,812
+74
+2% +$5.81K ﹤0.01% 3760
2024
Q1 		$307K Buy
3,738
+8
+0.2% +$649 ﹤0.01% 3714
2023
Q4 		$283K Buy
3,730
+331
+10% +$25K ﹤0.01% 3658
2023
Q3 		$232K Buy
+3,399
New +$237K ﹤0.01% 3661
2023
Q1 		– Sell
-3,462
Closed -$292K – 4088
2022
Q4 		$292K Sell
3,462
-58
-2% -$4.93K ﹤0.01% 3442
2022
Q3 		$287K Sell
3,520
-138
-4% -$12.4K ﹤0.01% 3375
2022
Q2 		$355K Buy
3,658
+1,203
+49% +$108K ﹤0.01% 3262
2022
Q1 		$223K Buy
+2,455
New +$210K ﹤0.01% 3628
2018
Q1 		– Sell
-100
Closed -$8K – 2940
2017
Q4 		$8K Hold
100
– – ﹤0.01% 2669
2017
Q3 		$8K Hold
100
– – ﹤0.01% 2645
2017
Q2 		$8K Hold
100
– – ﹤0.01% 2754
2017
Q1 		$8K Hold
100
– – ﹤0.01% 2823
2016
Q4 		$8K Buy
+100
New +$6.99K ﹤0.01% 2809
2015
Q1 		– Sell
-37
Closed -$2K – 2351
2014
Q4 		$2K Hold
37
– – ﹤0.01% 2336
2014
Q3 		$2K Sell
37
-28
-43% -$1.48K ﹤0.01% 2531
2014
Q2 		$3K Buy
+65
New +$3.42K ﹤0.01% 2438

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

Envestnet Asset Management's SAFT Position: Q2 2026 in Review

Envestnet Asset Management sold out of Safety Insurance (SAFT) in Q2 2026, closing a stake of 4,192 shares — an estimated $305K sold.

Envestnet Asset Management first reported a position in SAFT in Q2 2014 and held it in 23 quarters. The position peaked at $355K in Q2 2022. 216 funds tracked by Wall St. Rank hold SAFT as of Q2 2026.

  • Envestnet Asset Management reported no remaining Safety Insurance position as of Q2 2026 after selling out during the quarter.
  • Envestnet Asset Management sold 4,192 Safety Insurance shares in Q2 2026, an estimated $305K.
  • Envestnet Asset Management first reported a position in Safety Insurance in Q2 2014 and held it in 23 quarters.
  • Envestnet Asset Management's Safety Insurance position peaked at $355K in Q2 2022.
  • 216 funds tracked by Wall St. Rank held Safety Insurance as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.