GWM
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Gilpin Wealth Management’s Safety Insurance SAFT Stock Holding History

Gilpin Wealth 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
2026
Q3 		$933 Sell
9
-1
-10% -$96 ﹤0.01% 703
2026
Q2 		$749 Buy
10
+5
+100% +$365 ﹤0.01% 561
2026
Q1 		$364 Buy
5
+4
+400% +$304 ﹤0.01% 713
2025
Q4 		$78 Buy
+1
New +$74 ﹤0.01% 877

Other funds holding SAFT

GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return
DCM
Davis Capital Management Jacksonville, Florida $167M AUM 17.17% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return

Gilpin Wealth Management's SAFT Position: Q3 2026 in Review

Gilpin Wealth Management reduced its Safety Insurance (SAFT) stake by 10% in Q3 2026, selling an estimated $96 and leaving 9 shares worth $933. The position accounts for ﹤0.01% of the portfolio, ranked #703.

Gilpin Wealth Management first reported a position in SAFT in Q4 2025 and has held it in 4 quarters since. 9 funds tracked by Wall St. Rank hold SAFT as of Q3 2026.

  • Gilpin Wealth Management held 9 shares of Safety Insurance worth $933 as of Q3 2026.
  • Gilpin Wealth Management sold 1 Safety Insurance share in Q3 2026, an estimated $96.
  • Safety Insurance made up ﹤0.01% of Gilpin Wealth Management's portfolio in Q3 2026, its #703 holding.
  • Gilpin Wealth Management first reported a position in Safety Insurance in Q4 2025 and has held it in 4 quarters since.
  • 9 funds tracked by Wall St. Rank held Safety Insurance as of Q3 2026.

Based on Gilpin Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.