Global Retirement Partners’s Safety Insurance SAFT Stock Holding History

Global Retirement Partners’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	$42.1K	Buy	+563	New	+$41.1K	﹤0.01%	2631
2023 Q1	–	Sell	-252	Closed	-$21.2K	–	3321
2022 Q4	$21.2K	Hold	252	–	–	﹤0.01%	1456
2022 Q3	$22K	Buy	252 +184	+271%	+$16.6K	﹤0.01%	1357
2022 Q2	$7K	Hold	68	–	–	﹤0.01%	1792
2022 Q1	$6K	Buy	68 +27	+66%	+$2.31K	﹤0.01%	1841
2021 Q4	$3K	Buy	+41	New	+$3.29K	﹤0.01%	208
2020 Q1	–	Sell	-100	Closed	-$9K	–	1675
2019 Q4	$9K	Buy	+100	New	+$9.75K	﹤0.01%	1181

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 $3.38T AUM 44.17% 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

Global Retirement Partners's SAFT Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Safety Insurance (SAFT) in Q2 2026: 563 shares worth $42.1K. The stake represents ﹤0.01% of the portfolio and ranks #2631 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in SAFT as recently as Q4 2022.

Global Retirement Partners first reported a position in SAFT in Q4 2019 and has held it in 7 quarters since. 216 funds tracked by Wall St. Rank hold SAFT as of Q2 2026.

Global Retirement Partners held 563 shares of Safety Insurance worth $42.1K as of Q2 2026.
Safety Insurance was a new Global Retirement Partners position in Q2 2026.
Safety Insurance made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #2631 holding.
Global Retirement Partners first reported a position in Safety Insurance in Q4 2019 and has held it in 7 quarters since.
216 funds tracked by Wall St. Rank held Safety Insurance as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.