VIA
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Virtus Investment Advisers’s Safety Insurance SAFT Stock Holding History

Virtus Investment Advisers’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
Q1 		– Sell
-6,345
Closed -$523K – 661
2024
Q4 		$523K Hold
6,345
– – 0.41% 75
2024
Q3 		$519K Hold
6,345
– – 0.41% 76
2024
Q2 		$476K Hold
6,345
– – 0.4% 76
2024
Q1 		$521K Hold
6,345
– – 0.37% 77
2023
Q4 		$482K Hold
6,345
– – 0.36% 87
2023
Q3 		$433K Hold
6,345
– – 0.29% 93
2023
Q2 		$455K Hold
6,345
– – 0.31% 97
2023
Q1 		$473K Sell
6,345
-218
-3% -$17.8K 0.33% 99
2022
Q4 		$553K Hold
6,563
– – 0.37% 78
2022
Q3 		$535K Buy
+6,563
New +$592K 0.25% 73

Other funds holding SAFT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SC
SRB Corp Boston, Massachusetts $1.63B AUM 20.77% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

Virtus Investment Advisers's SAFT Position: Q1 2025 in Review

Virtus Investment Advisers sold out of Safety Insurance (SAFT) in Q1 2025, closing a stake of 6,345 shares — an estimated $523K sold.

Virtus Investment Advisers first reported a position in SAFT in Q3 2022 and held it in 10 quarters. The position peaked at $553K in Q4 2022. 199 funds tracked by Wall St. Rank hold SAFT as of Q1 2025.

  • Virtus Investment Advisers reported no remaining Safety Insurance position as of Q1 2025 after selling out during the quarter.
  • Virtus Investment Advisers sold 6,345 Safety Insurance shares in Q1 2025, an estimated $523K.
  • Virtus Investment Advisers first reported a position in Safety Insurance in Q3 2022 and held it in 10 quarters.
  • Virtus Investment Advisers's Safety Insurance position peaked at $553K in Q4 2022.
  • 199 funds tracked by Wall St. Rank held Safety Insurance as of Q1 2025.

Based on Virtus Investment Advisers's 13F filing for Q1 2025, filed 15 May 2025.