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Essential Partners’s Safety Insurance SAFT Stock Holding History

Essential Partners’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 		$16.8K Sell
224
-699
-76% -$51K 0.01% 973
2026
Q1 		$67K Sell
923
-303
-25% -$23K 0.02% 527
2025
Q4 		$95.5K Buy
1,226
+399
+48% +$29.5K 0.03% 453
2025
Q3 		$58.5K Buy
827
+794
+2,406% +$57.7K 0.02% 560
2025
Q2 		$2.62K Buy
+33
New +$2.6K ﹤0.01% 1244

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 $3.38T AUM 44.17% 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

Essential Partners's SAFT Position: Q2 2026 in Review

Essential Partners reduced its Safety Insurance (SAFT) stake by 76% in Q2 2026, selling an estimated $51K and leaving 224 shares worth $16.8K. The position accounts for 0.01% of the portfolio, ranked #973.

Essential Partners first reported a position in SAFT in Q2 2025 and has held it in 5 quarters since. The position peaked at $95.5K in Q4 2025. 216 funds tracked by Wall St. Rank hold SAFT as of Q2 2026.

  • Essential Partners held 224 shares of Safety Insurance worth $16.8K as of Q2 2026.
  • Essential Partners sold 699 Safety Insurance shares in Q2 2026, an estimated $51K.
  • Safety Insurance made up 0.01% of Essential Partners's portfolio in Q2 2026, its #973 holding.
  • Essential Partners first reported a position in Safety Insurance in Q2 2025 and has held it in 5 quarters since.
  • Essential Partners's Safety Insurance position peaked at $95.5K in Q4 2025.
  • 216 funds tracked by Wall St. Rank held Safety Insurance as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.