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GC Wealth Management RIA’s Safety Insurance SAFT Stock Holding History

GC Wealth Management RIA’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 		– Sell
-2,847
Closed -$222K – 551
2025
Q4 		$222K Hold
2,847
– – 0.01% 502
2025
Q3 		$201K Hold
2,847
– – 0.01% 824
2025
Q2 		$226K Sell
2,847
-21
-0.7% -$1.66K 0.02% 495
2025
Q1 		$226K Buy
+2,868
New +$224K 0.04% 285
2024
Q4 		– Sell
-8,632
Closed -$706K – 313
2024
Q3 		$706K Sell
8,632
-6,274
-42% -$516K 0.12% 146
2024
Q2 		$1.12M Hold
14,906
– – 0.22% 90
2024
Q1 		$1.23M Hold
14,906
– – 0.25% 82
2023
Q4 		$1.13M Buy
+14,906
New +$1.13M 0.51% 52

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 $3.37T AUM 44.26% 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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return

GC Wealth Management RIA's SAFT Position: Q1 2026 in Review

GC Wealth Management RIA sold out of Safety Insurance (SAFT) in Q1 2026, closing a stake of 2,847 shares — an estimated $222K sold.

GC Wealth Management RIA first reported a position in SAFT in Q4 2023 and held it in 8 quarters. The position peaked at $1.23M in Q1 2024. 220 funds tracked by Wall St. Rank hold SAFT as of Q1 2026.

  • GC Wealth Management RIA reported no remaining Safety Insurance position as of Q1 2026 after selling out during the quarter.
  • GC Wealth Management RIA sold 2,847 Safety Insurance shares in Q1 2026, an estimated $222K.
  • GC Wealth Management RIA first reported a position in Safety Insurance in Q4 2023 and held it in 8 quarters.
  • GC Wealth Management RIA's Safety Insurance position peaked at $1.23M in Q1 2024.
  • 220 funds tracked by Wall St. Rank held Safety Insurance as of Q1 2026.

Based on GC Wealth Management RIA's 13F filing for Q1 2026, filed 14 May 2026.