Mackenzie Financial’s Safety Insurance SAFT Stock Holding History

Mackenzie 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
2025 Q4	–	Sell	-3,128	Closed	-$221K	–	1799
2025 Q3	$221K	Buy	+3,128	New	+$227K	﹤0.01%	1521

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 Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Mackenzie Financial's SAFT Position: Q4 2025 in Review

Mackenzie Financial sold out of Safety Insurance (SAFT) in Q4 2025, closing a stake of 3,128 shares — an estimated $221K sold.

Mackenzie Financial first reported a position in SAFT in Q3 2025 and held it in 1 quarter. The position peaked at $221K in Q3 2025. 215 funds tracked by Wall St. Rank hold SAFT as of Q4 2025.

Mackenzie Financial reported no remaining Safety Insurance position as of Q4 2025 after selling out during the quarter.
Mackenzie Financial sold 3,128 Safety Insurance shares in Q4 2025, an estimated $221K.
Mackenzie Financial first reported a position in Safety Insurance in Q3 2025 and held it in 1 quarter.
Mackenzie Financial's Safety Insurance position peaked at $221K in Q3 2025.
215 funds tracked by Wall St. Rank held Safety Insurance as of Q4 2025.

Based on Mackenzie Financial's 13F filing for Q4 2025, filed 18 Feb 2026.