Private Wealth Management Group’s Safety Insurance SAFT Stock Holding History

Private Wealth Management Group’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	$1.12K	Hold	15	–	–	﹤0.01%	1281
2026 Q1	$1.09K	Hold	15	–	–	﹤0.01%	1236
2025 Q4	$1.17K	Hold	15	–	–	﹤0.01%	1227
2025 Q3	$1.06K	Sell	15 -57	-79%	-$4.14K	﹤0.01%	1270
2025 Q2	$5.72K	Hold	72	–	–	﹤0.01%	698
2025 Q1	$5.68K	Hold	72	–	–	﹤0.01%	670
2024 Q4	$5.93K	Hold	72	–	–	﹤0.01%	677
2024 Q3	$5.89K	Sell	72 -40	-36%	-$3.29K	﹤0.01%	665
2024 Q2	$8.4K	Buy	112 +57	+104%	+$4.47K	﹤0.01%	494
2024 Q1	$4.52K	Hold	55	–	–	﹤0.01%	651
2023 Q4	$4.18K	Buy	+55	New	+$4.15K	﹤0.01%	692

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 Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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

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

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

Private Wealth Management Group's SAFT Position: Q2 2026 in Review

Private Wealth Management Group held its Safety Insurance (SAFT) position steady in Q2 2026 at 15 shares worth $1.12K. The position accounts for ﹤0.01% of the portfolio, ranked #1281.

Private Wealth Management Group first reported a position in SAFT in Q4 2023 and has held it in 11 quarters since. The position peaked at $8.4K in Q2 2024. 216 funds tracked by Wall St. Rank hold SAFT as of Q2 2026.

Private Wealth Management Group held 15 shares of Safety Insurance worth $1.12K as of Q2 2026.
Private Wealth Management Group left its Safety Insurance share count unchanged in Q2 2026.
Safety Insurance made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #1281 holding.
Private Wealth Management Group first reported a position in Safety Insurance in Q4 2023 and has held it in 11 quarters since.
Private Wealth Management Group's Safety Insurance position peaked at $8.4K in Q2 2024.
216 funds tracked by Wall St. Rank held Safety Insurance as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.