LPL Financial
SAFT icon

LPL Financial’s Safety Insurance SAFT Stock Holding History

LPL Financial’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 		$212K Sell
2,922
-271
-8% -$20.6K ﹤0.01% 5460
2025
Q4 		$249K Buy
+3,193
New +$236K ﹤0.01% 5292
2025
Q1 		– Sell
-2,517
Closed -$207K – 5490
2024
Q4 		$207K Sell
2,517
-150
-6% -$12.4K ﹤0.01% 4793
2024
Q3 		$218K Buy
+2,667
New +$219K ﹤0.01% 4670
2024
Q2 		– Sell
-4,639
Closed -$381K – 5114
2024
Q1 		$381K Sell
4,639
-3,099
-40% -$251K ﹤0.01% 4008
2023
Q4 		$588K Buy
7,738
+1,129
+17% +$85.2K ﹤0.01% 3536
2023
Q3 		$451K Buy
6,609
+1,500
+29% +$104K ﹤0.01% 3571
2023
Q2 		$366K Buy
5,109
+1,242
+32% +$90.8K ﹤0.01% 3699
2023
Q1 		$288K Buy
3,867
+624
+19% +$50.8K ﹤0.01% 3776
2022
Q4 		$273K Buy
+3,243
New +$276K ﹤0.01% 3714
2022
Q1 		– Sell
-10,308
Closed -$877K – 4362
2021
Q4 		$877K Sell
10,308
-811
-7% -$65.1K ﹤0.01% 2774
2021
Q3 		$881K Sell
11,119
-529
-5% -$41.7K ﹤0.01% 2720
2021
Q2 		$912K Buy
11,648
+5,684
+95% +$474K ﹤0.01% 2645
2021
Q1 		$502K Buy
5,964
+2,143
+56% +$172K ﹤0.01% 3018
2020
Q4 		$298K Buy
+3,821
New +$280K ﹤0.01% 3202

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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

LPL Financial's SAFT Position: Q1 2026 in Review

LPL Financial reduced its Safety Insurance (SAFT) stake by 8.5% in Q1 2026, selling an estimated $20.6K and leaving 2,922 shares worth $212K. The position accounts for ﹤0.01% of the portfolio, ranked #5460.

LPL Financial first reported a position in SAFT in Q4 2020 and has held it in 15 quarters since. The position peaked at $912K in Q2 2021. 220 funds tracked by Wall St. Rank hold SAFT as of Q1 2026.

  • LPL Financial held 2,922 shares of Safety Insurance worth $212K as of Q1 2026.
  • LPL Financial sold 271 Safety Insurance shares in Q1 2026, an estimated $20.6K.
  • Safety Insurance made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #5460 holding.
  • LPL Financial first reported a position in Safety Insurance in Q4 2020 and has held it in 15 quarters since.
  • LPL Financial's Safety Insurance position peaked at $912K in Q2 2021.
  • 220 funds tracked by Wall St. Rank held Safety Insurance as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.