SVB Wealth’s Safety Insurance SAFT Stock Holding History

SVB Wealth’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 Q2	–	Sell	-10	Closed	-$789	–	1406
2025 Q1	$789	Buy	+10	New	+$782	﹤0.01%	1362

Other funds holding SAFT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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

SVB Wealth's SAFT Position: Q2 2025 in Review

SVB Wealth sold out of Safety Insurance (SAFT) in Q2 2025, closing a stake of 10 shares — an estimated $789 sold.

SVB Wealth first reported a position in SAFT in Q1 2025 and held it in 1 quarter. The position peaked at $789 in Q1 2025. 193 funds tracked by Wall St. Rank hold SAFT as of Q2 2025.

SVB Wealth reported no remaining Safety Insurance position as of Q2 2025 after selling out during the quarter.
SVB Wealth sold 10 Safety Insurance shares in Q2 2025, an estimated $789.
SVB Wealth first reported a position in Safety Insurance in Q1 2025 and held it in 1 quarter.
SVB Wealth's Safety Insurance position peaked at $789 in Q1 2025.
193 funds tracked by Wall St. Rank held Safety Insurance as of Q2 2025.

Based on SVB Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.