Focus Partners Wealth
SAFT icon

Focus Partners Wealth’s Safety Insurance SAFT Stock Holding History

Focus Partners Wealth’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
Q1 		$379K Buy
5,218
+361
+7% +$27.4K ﹤0.01% 2057
2025
Q4 		$378K Buy
4,857
+612
+14% +$45.3K ﹤0.01% 2090
2025
Q3 		$300K Buy
+4,245
New +$308K ﹤0.01% 1839

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Dimensional Fund Advisors
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VCM
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Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

Focus Partners Wealth's SAFT Position: Q1 2026 in Review

Focus Partners Wealth increased its Safety Insurance (SAFT) stake by 7.4% in Q1 2026, buying an estimated $27.4K and bringing the position to 5,218 shares worth $379K. The position accounts for ﹤0.01% of the portfolio, ranked #2057.

Focus Partners Wealth first reported a position in SAFT in Q3 2025 and has held it in 3 quarters since. 220 funds tracked by Wall St. Rank hold SAFT as of Q1 2026.

  • Focus Partners Wealth held 5,218 shares of Safety Insurance worth $379K as of Q1 2026.
  • Focus Partners Wealth bought 361 Safety Insurance shares in Q1 2026, an estimated $27.4K.
  • Safety Insurance made up ﹤0.01% of Focus Partners Wealth's portfolio in Q1 2026, its #2057 holding.
  • Focus Partners Wealth first reported a position in Safety Insurance in Q3 2025 and has held it in 3 quarters since.
  • 220 funds tracked by Wall St. Rank held Safety Insurance as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.