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
Q2 		$265K Sell
3,536
-1,682
-32% -$123K ﹤0.01% 2335
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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Vanguard Portfolio Management
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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

Focus Partners Wealth's SAFT Position: Q2 2026 in Review

Focus Partners Wealth reduced its Safety Insurance (SAFT) stake by 32% in Q2 2026, selling an estimated $123K and leaving 3,536 shares worth $265K. The position accounts for ﹤0.01% of the portfolio, ranked #2335.

Focus Partners Wealth first reported a position in SAFT in Q3 2025 and has held it in 4 quarters since. The position peaked at $379K in Q1 2026. 216 funds tracked by Wall St. Rank hold SAFT as of Q2 2026.

  • Focus Partners Wealth held 3,536 shares of Safety Insurance worth $265K as of Q2 2026.
  • Focus Partners Wealth sold 1,682 Safety Insurance shares in Q2 2026, an estimated $123K.
  • Safety Insurance made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #2335 holding.
  • Focus Partners Wealth first reported a position in Safety Insurance in Q3 2025 and has held it in 4 quarters since.
  • Focus Partners Wealth's Safety Insurance position peaked at $379K in Q1 2026.
  • 216 funds tracked by Wall St. Rank held Safety Insurance as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.