EverSource Wealth Advisors’s Safety Insurance SAFT Stock Holding History

EverSource 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
2026 Q2	$23.5K	Sell	314 -348	-53%	-$25.4K	﹤0.01%	2311
2026 Q1	$48.1K	Buy	662 +77	+13%	+$5.86K	﹤0.01%	1915
2025 Q4	$45.6K	Buy	585 +18	+3%	+$1.33K	﹤0.01%	1803
2025 Q3	$40.1K	Buy	567 +71	+14%	+$5.16K	﹤0.01%	1859
2025 Q2	$39.4K	Buy	496 +461	+1,317%	+$36.4K	﹤0.01%	1778
2025 Q1	$2.76K	Sell	35 -8	-19%	-$626	﹤0.01%	2777
2024 Q4	$3.54K	Buy	+43	New	+$3.56K	﹤0.01%	2491
2023 Q4	–	Sell	-12	Closed	-$818	–	2727
2023 Q3	$818	Sell	12 -12	-50%	-$835	﹤0.01%	2297
2023 Q2	$1.72K	Hold	24	–	–	﹤0.01%	2070
2023 Q1	$1.79K	Sell	24 -57	-70%	-$4.64K	﹤0.01%	1967
2022 Q4	$6.84K	Sell	81 -6	-7%	-$510	﹤0.01%	1480
2022 Q3	$7K	Hold	87	–	–	﹤0.01%	1258
2022 Q2	$8K	Hold	87	–	–	﹤0.01%	1126
2022 Q1	$8K	Hold	87	–	–	﹤0.01%	1096
2021 Q4	$7K	Buy	+87	New	+$6.98K	﹤0.01%	1135

Other funds holding SAFT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

SRB Corp Boston, Massachusetts $1.86B AUM 39.81% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

EverSource Wealth Advisors's SAFT Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Safety Insurance (SAFT) stake by 53% in Q2 2026, selling an estimated $25.4K and leaving 314 shares worth $23.5K. The position accounts for ﹤0.01% of the portfolio, ranked #2311.

EverSource Wealth Advisors first reported a position in SAFT in Q4 2021 and has held it in 15 quarters since. The position peaked at $48.1K in Q1 2026. 216 funds tracked by Wall St. Rank hold SAFT as of Q2 2026.

EverSource Wealth Advisors held 314 shares of Safety Insurance worth $23.5K as of Q2 2026.
EverSource Wealth Advisors sold 348 Safety Insurance shares in Q2 2026, an estimated $25.4K.
Safety Insurance made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2311 holding.
EverSource Wealth Advisors first reported a position in Safety Insurance in Q4 2021 and has held it in 15 quarters since.
EverSource Wealth Advisors's Safety Insurance position peaked at $48.1K in Q1 2026.
216 funds tracked by Wall St. Rank held Safety Insurance as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.