IFP Advisors’s Safety Insurance SAFT Stock Holding History

IFP Advisors’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	$11.9K	Sell	159 -20	-11%	-$1.46K	﹤0.01%	3281
2026 Q1	$13K	Sell	179 -2	-1%	-$152	﹤0.01%	3031
2025 Q4	$14.1K	Buy	181 +100	+123%	+$7.4K	﹤0.01%	2896
2025 Q3	$5.73K	Sell	81 -48	-37%	-$3.49K	﹤0.01%	3173
2025 Q2	$10.2K	Buy	+129	New	+$10.2K	﹤0.01%	2910
2025 Q1	–	Hold	0	–	–	–	3553
2024 Q4	–	Hold	0	–	–	–	3538
2020 Q4	–	Sell	-14	Closed	-$1.03K	–	3074
2020 Q3	$0	Buy	+14	New	+$1.04K	﹤0.01%	2983
2018 Q4	–	Sell	-32	Closed	-$3K	–	3818
2018 Q3	$3K	Hold	32	–	–	﹤0.01%	3441
2018 Q2	$3K	Hold	32	–	–	﹤0.01%	3503
2018 Q1	$3K	Hold	32	–	–	﹤0.01%	3403
2017 Q4	$3K	Sell	32 -9	-22%	-$728	﹤0.01%	3453
2017 Q3	$3K	Buy	41 +32	+356%	+$2.28K	﹤0.01%	3645
2017 Q2	$1K	Hold	9	–	–	﹤0.01%	3929
2017 Q1	$1K	Hold	9	–	–	﹤0.01%	3840
2016 Q4	$1K	Hold	9	–	–	﹤0.01%	3821
2016 Q3	$1K	Hold	9	–	–	﹤0.01%	3758
2016 Q2	$1K	Buy	+9	New	+$527	﹤0.01%	3661
2016 Q1	–	Sell	-9	Closed	-$1K	–	3238
2015 Q4	$1K	Buy	+9	New	+$504	﹤0.01%	3547

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 $3.37T AUM 44.26% 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

IFP Advisors's SAFT Position: Q2 2026 in Review

IFP Advisors reduced its Safety Insurance (SAFT) stake by 11% in Q2 2026, selling an estimated $1.46K and leaving 159 shares worth $11.9K. The position accounts for ﹤0.01% of the portfolio, ranked #3281.

IFP Advisors first reported a position in SAFT in Q4 2015 and has held it in 17 quarters since. The position peaked at $14.1K in Q4 2025. 216 funds tracked by Wall St. Rank hold SAFT as of Q2 2026.

IFP Advisors held 159 shares of Safety Insurance worth $11.9K as of Q2 2026.
IFP Advisors sold 20 Safety Insurance shares in Q2 2026, an estimated $1.46K.
Safety Insurance made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #3281 holding.
IFP Advisors first reported a position in Safety Insurance in Q4 2015 and has held it in 17 quarters since.
IFP Advisors's Safety Insurance position peaked at $14.1K in Q4 2025.
216 funds tracked by Wall St. Rank held Safety Insurance as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.