TWD
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True Wealth Design’s Safety Insurance SAFT Stock Holding History

True Wealth Design’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 		$2.47K Sell
33
-19
-37% -$1.39K ﹤0.01% 1602
2026
Q1 		$3.78K Sell
52
-12
-19% -$912 ﹤0.01% 1312
2025
Q4 		$4.99K Sell
64
-2
-3% -$148 ﹤0.01% 1088
2025
Q3 		$4.67K Buy
66
+59
+843% +$4.29K ﹤0.01% 1103
2025
Q2 		$556 Buy
7
+1
+17% +$79 ﹤0.01% 1698
2025
Q1 		$474 Sell
6
-21
-78% -$1.64K ﹤0.01% 1559
2024
Q4 		$2.23K Buy
+27
New +$2.24K ﹤0.01% 711

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 Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

True Wealth Design's SAFT Position: Q2 2026 in Review

True Wealth Design reduced its Safety Insurance (SAFT) stake by 37% in Q2 2026, selling an estimated $1.39K and leaving 33 shares worth $2.47K. The position accounts for ﹤0.01% of the portfolio, ranked #1602.

True Wealth Design first reported a position in SAFT in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.99K in Q4 2025. 216 funds tracked by Wall St. Rank hold SAFT as of Q2 2026.

  • True Wealth Design held 33 shares of Safety Insurance worth $2.47K as of Q2 2026.
  • True Wealth Design sold 19 Safety Insurance shares in Q2 2026, an estimated $1.39K.
  • Safety Insurance made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1602 holding.
  • True Wealth Design first reported a position in Safety Insurance in Q4 2024 and has held it in 7 quarters since.
  • True Wealth Design's Safety Insurance position peaked at $4.99K in Q4 2025.
  • 216 funds tracked by Wall St. Rank held Safety Insurance as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.