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Integrated Wealth Concepts’s Safety Insurance SAFT Stock Holding History

Integrated Wealth Concepts’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
2025
Q4 		– Sell
-6,261
Closed -$443K – 1973
2025
Q3 		$443K Sell
6,261
-619
-9% -$45K ﹤0.01% 1422
2025
Q2 		$546K Sell
6,880
-2,742
-28% -$216K 0.01% 1223
2025
Q1 		$759K Sell
9,622
-4,094
-30% -$320K 0.01% 951
2024
Q4 		$1.13M Sell
13,716
-558
-4% -$46.2K 0.01% 759
2024
Q3 		$1.17M Sell
14,274
-286
-2% -$23.5K 0.01% 738
2024
Q2 		$1.09M Buy
14,560
+302
+2% +$23.7K 0.01% 719
2024
Q1 		$1.17M Buy
14,258
+160
+1% +$13K 0.02% 691
2023
Q4 		$1.07M Sell
14,098
-330
-2% -$24.9K 0.02% 705
2023
Q3 		$984K Sell
14,428
-72
-0.5% -$5.01K 0.02% 700
2023
Q2 		$1.04M Hold
14,500
– – 0.02% 661
2023
Q1 		$1.08M Buy
+14,500
New +$1.18M 0.02% 585

Other funds holding SAFT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SC
SRB Corp Boston, Massachusetts $1.63B AUM 20.77% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Integrated Wealth Concepts's SAFT Position: Q4 2025 in Review

Integrated Wealth Concepts sold out of Safety Insurance (SAFT) in Q4 2025, closing a stake of 6,261 shares — an estimated $443K sold.

Integrated Wealth Concepts first reported a position in SAFT in Q1 2023 and held it in 11 quarters. The position peaked at $1.17M in Q1 2024. 215 funds tracked by Wall St. Rank hold SAFT as of Q4 2025.

  • Integrated Wealth Concepts reported no remaining Safety Insurance position as of Q4 2025 after selling out during the quarter.
  • Integrated Wealth Concepts sold 6,261 Safety Insurance shares in Q4 2025, an estimated $443K.
  • Integrated Wealth Concepts first reported a position in Safety Insurance in Q1 2023 and held it in 11 quarters.
  • Integrated Wealth Concepts's Safety Insurance position peaked at $1.17M in Q1 2024.
  • 215 funds tracked by Wall St. Rank held Safety Insurance as of Q4 2025.

Based on Integrated Wealth Concepts's 13F filing for Q4 2025, filed 13 Feb 2026.