Rockefeller Capital Management’s Safety Insurance SAFT Stock Holding History

Rockefeller Capital Management’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	$27.5K	Sell	368 -1	-0.3%	-$73	﹤0.01%	3628
2026 Q1	$26.8K	Sell	369 -2	-0.5%	-$152	﹤0.01%	3575
2025 Q4	$28.9K	Sell	371 -55	-13%	-$4.07K	﹤0.01%	3339
2025 Q3	$30.1K	Buy	+426	New	+$31K	﹤0.01%	3150
2023 Q1	–	Sell	-16	Closed	–	–	3544
2022 Q4	$0	Hold	16	–	–	﹤0.01%	4165
2022 Q3	$0	Sell	16 -9	-36%	-$812	﹤0.01%	4313
2022 Q2	$2K	Buy	+25	New	+$2.25K	﹤0.01%	3822

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 $3.38T AUM 44.17% 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

Rockefeller Capital Management's SAFT Position: Q2 2026 in Review

Rockefeller Capital Management reduced its Safety Insurance (SAFT) stake by 0.27% in Q2 2026, selling an estimated $73 and leaving 368 shares worth $27.5K. The position accounts for ﹤0.01% of the portfolio, ranked #3628.

Rockefeller Capital Management first reported a position in SAFT in Q2 2022 and has held it in 7 quarters since. The position peaked at $30.1K in Q3 2025. 216 funds tracked by Wall St. Rank hold SAFT as of Q2 2026.

Rockefeller Capital Management held 368 shares of Safety Insurance worth $27.5K as of Q2 2026.
Rockefeller Capital Management sold 1 Safety Insurance share in Q2 2026, an estimated $73.
Safety Insurance made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q2 2026, its #3628 holding.
Rockefeller Capital Management first reported a position in Safety Insurance in Q2 2022 and has held it in 7 quarters since.
Rockefeller Capital Management's Safety Insurance position peaked at $30.1K in Q3 2025.
216 funds tracked by Wall St. Rank held Safety Insurance as of Q2 2026.

Based on Rockefeller Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.