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Rise Advisors’s Safety Insurance SAFT Stock Holding History

Rise Advisors’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
-5
Closed -$383 – 1176
2025
Q3 		$383 Hold
5
– – ﹤0.01% 1449
2025
Q2 		$425 Hold
5
– – ﹤0.01% 1448
2025
Q1 		$418 Sell
5
-163
-97% -$12.7K ﹤0.01% 1401
2024
Q4 		$13.9K Buy
168
+1
+0.6% +$83 0.01% 868
2024
Q3 		$13.6K Buy
167
+2
+1% +$164 0.01% 917
2024
Q2 		$12.4K Buy
165
+2
+1% +$157 0.01% 923
2024
Q1 		$13.4K Buy
+163
New +$13.2K 0.01% 938
2023
Q2 		– Sell
-56
Closed -$4.15K – 783
2023
Q1 		$4.15K Buy
56
+1
+2% +$81 ﹤0.01% 478
2022
Q4 		$4.64K Hold
55
– – ﹤0.01% 454
2022
Q3 		$4K Buy
55
+1
+2% +$90 ﹤0.01% 473
2022
Q2 		$5K Buy
54
+1
+2% +$90 0.01% 448
2022
Q1 		$5K Hold
53
– – ﹤0.01% 432
2021
Q4 		$4.5K Buy
+53
New +$4.25K ﹤0.01% 419

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 Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Rise Advisors's SAFT Position: Q4 2025 in Review

Rise Advisors sold out of Safety Insurance (SAFT) in Q4 2025, closing a stake of 5 shares — an estimated $383 sold.

Rise Advisors first reported a position in SAFT in Q4 2021 and held it in 13 quarters. The position peaked at $13.9K in Q4 2024. 215 funds tracked by Wall St. Rank hold SAFT as of Q4 2025.

  • Rise Advisors reported no remaining Safety Insurance position as of Q4 2025 after selling out during the quarter.
  • Rise Advisors sold 5 Safety Insurance shares in Q4 2025, an estimated $383.
  • Rise Advisors first reported a position in Safety Insurance in Q4 2021 and held it in 13 quarters.
  • Rise Advisors's Safety Insurance position peaked at $13.9K in Q4 2024.
  • 215 funds tracked by Wall St. Rank held Safety Insurance as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.