NewSquare Capital’s Safety Insurance SAFT Stock Holding History

NewSquare Capital’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 Q3	–	Sell	-5	Closed	-$397	–	1024
2025 Q2	$397	Buy	+5	New	+$395	﹤0.01%	1166

Other funds holding SAFT

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SRB Corp Boston, Massachusetts $1.63B AUM 20.77% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

TCM

TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

NewSquare Capital's SAFT Position: Q3 2025 in Review

NewSquare Capital sold out of Safety Insurance (SAFT) in Q3 2025, closing a stake of 5 shares — an estimated $397 sold.

NewSquare Capital first reported a position in SAFT in Q2 2025 and held it in 1 quarter. The position peaked at $397 in Q2 2025. 215 funds tracked by Wall St. Rank hold SAFT as of Q3 2025.

NewSquare Capital reported no remaining Safety Insurance position as of Q3 2025 after selling out during the quarter.
NewSquare Capital sold 5 Safety Insurance shares in Q3 2025, an estimated $397.
NewSquare Capital first reported a position in Safety Insurance in Q2 2025 and held it in 1 quarter.
NewSquare Capital's Safety Insurance position peaked at $397 in Q2 2025.
215 funds tracked by Wall St. Rank held Safety Insurance as of Q3 2025.

Based on NewSquare Capital's 13F filing for Q3 2025, filed 12 Nov 2025.