Whittier Trust’s Safety Insurance SAFT Stock Holding History

Whittier Trust’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
2024 Q3	–	Sell	-29	Closed	-$2.17K	–	1575
2024 Q2	$2.17K	Buy	+29	New	+$2.28K	﹤0.01%	1427

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Whittier Trust's SAFT Position: Q3 2024 in Review

Whittier Trust sold out of Safety Insurance (SAFT) in Q3 2024, closing a stake of 29 shares — an estimated $2.17K sold.

Whittier Trust first reported a position in SAFT in Q2 2024 and held it in 1 quarter. The position peaked at $2.17K in Q2 2024. 188 funds tracked by Wall St. Rank hold SAFT as of Q3 2024.

Whittier Trust reported no remaining Safety Insurance position as of Q3 2024 after selling out during the quarter.
Whittier Trust sold 29 Safety Insurance shares in Q3 2024, an estimated $2.17K.
Whittier Trust first reported a position in Safety Insurance in Q2 2024 and held it in 1 quarter.
Whittier Trust's Safety Insurance position peaked at $2.17K in Q2 2024.
188 funds tracked by Wall St. Rank held Safety Insurance as of Q3 2024.

Based on Whittier Trust's 13F filing for Q3 2024, filed 21 Oct 2024.