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
Q2 		– Sell
-2,922
Closed -$212K – 6336
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 $6.73T AUM 46.02% 1-Year Est. Return
SC
SRB Corp Boston, Massachusetts $1.86B AUM 39.81% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

LPL Financial's SAFT Position: Q2 2026 in Review

LPL Financial sold out of Safety Insurance (SAFT) in Q2 2026, closing a stake of 2,922 shares — an estimated $212K sold.

LPL Financial first reported a position in SAFT in Q4 2020 and held it in 15 quarters. The position peaked at $912K in Q2 2021. 217 funds tracked by Wall St. Rank hold SAFT as of Q2 2026.

  • LPL Financial reported no remaining Safety Insurance position as of Q2 2026 after selling out during the quarter.
  • LPL Financial sold 2,922 Safety Insurance shares in Q2 2026, an estimated $212K.
  • LPL Financial first reported a position in Safety Insurance in Q4 2020 and held it in 15 quarters.
  • LPL Financial's Safety Insurance position peaked at $912K in Q2 2021.
  • 217 funds tracked by Wall St. Rank held Safety Insurance as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.