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Everence Capital Management’s Safety Insurance SAFT Stock Holding History

Everence Capital 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
2024
Q4 		– Sell
-3,260
Closed -$267K – 1002
2024
Q3 		$267K Buy
+3,260
New +$268K 0.02% 636
2023
Q3 		– Sell
-2,760
Closed -$201K – 789
2023
Q2 		$201K Hold
2,760
– – 0.02% 651
2023
Q1 		$206K Buy
+2,760
New +$225K 0.02% 671
2020
Q4 		– Sell
-3,290
Closed -$227K – 730
2020
Q3 		$227K Hold
3,290
– – 0.03% 550
2020
Q2 		$251K Hold
3,290
– – 0.03% 508
2020
Q1 		$278K Buy
+3,290
New +$287K 0.04% 403

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 Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Everence Capital Management's SAFT Position: Q4 2024 in Review

Everence Capital Management sold out of Safety Insurance (SAFT) in Q4 2024, closing a stake of 3,260 shares — an estimated $267K sold.

Everence Capital Management first reported a position in SAFT in Q1 2020 and held it in 6 quarters. The position peaked at $278K in Q1 2020. 197 funds tracked by Wall St. Rank hold SAFT as of Q4 2024.

  • Everence Capital Management reported no remaining Safety Insurance position as of Q4 2024 after selling out during the quarter.
  • Everence Capital Management sold 3,260 Safety Insurance shares in Q4 2024, an estimated $267K.
  • Everence Capital Management first reported a position in Safety Insurance in Q1 2020 and held it in 6 quarters.
  • Everence Capital Management's Safety Insurance position peaked at $278K in Q1 2020.
  • 197 funds tracked by Wall St. Rank held Safety Insurance as of Q4 2024.

Based on Everence Capital Management's 13F filing for Q4 2024, filed 3 Jan 2025.