MWC
SAFT icon

MBM Wealth Consultants’s Safety Insurance SAFT Stock Holding History

MBM Wealth Consultants’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
2022
Q4 		– Sell
-520
Closed -$43K – 360
2022
Q3 		$43K Hold
520
– – 0.02% 156
2022
Q2 		$50K Hold
520
– – 0.02% 158
2022
Q1 		$47K Hold
520
– – 0.02% 184
2021
Q4 		$44K Buy
520
+148
+40% +$11.9K 0.02% 174
2021
Q3 		$29K Buy
372
+92
+33% +$7.26K 0.01% 185
2021
Q2 		$22K Hold
280
– – 0.01% 192
2021
Q1 		$24K Buy
+280
New +$22.5K 0.01% 180

Other funds holding SAFT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
SC
SRB Corp Boston, Massachusetts $1.86B AUM 39.81% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
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

MBM Wealth Consultants's SAFT Position: Q4 2022 in Review

MBM Wealth Consultants sold out of Safety Insurance (SAFT) in Q4 2022, closing a stake of 520 shares — an estimated $43K sold.

MBM Wealth Consultants first reported a position in SAFT in Q1 2021 and held it in 7 quarters. The position peaked at $50K in Q2 2022. 184 funds tracked by Wall St. Rank hold SAFT as of Q4 2022.

  • MBM Wealth Consultants reported no remaining Safety Insurance position as of Q4 2022 after selling out during the quarter.
  • MBM Wealth Consultants sold 520 Safety Insurance shares in Q4 2022, an estimated $43K.
  • MBM Wealth Consultants first reported a position in Safety Insurance in Q1 2021 and held it in 7 quarters.
  • MBM Wealth Consultants's Safety Insurance position peaked at $50K in Q2 2022.
  • 184 funds tracked by Wall St. Rank held Safety Insurance as of Q4 2022.

Based on MBM Wealth Consultants's 13F filing for Q4 2022, filed 15 Feb 2023.