James T. Borello RIA
SAFT icon

James T. Borello RIA’s Safety Insurance SAFT Stock Holding History

James T. Borello RIA’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
Q3 		$414 Hold
4
– – ﹤0.01% 1060
2026
Q2 		$299 Buy
+4
New +$292 ﹤0.01% 1096

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Linden Thomas Advisory Services
Linden Thomas Advisory Services Charlotte, North Carolina $1.26B AUM 37.95% 1-Year Est. Return
Versor Investments
Versor Investments New York $59.8M AUM 85.83% 1-Year Est. Return
SLA
Silver Lake Advisory Cottonwood Heights, Utah $272M AUM 22.19% 1-Year Est. Return
Mitsubishi UFJ Asset Management (UK)
Mitsubishi UFJ Asset Management (UK) London, United Kingdom $213M AUM 36.38% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return
Inspire Investing
Inspire Investing Meridian, Idaho $2.37B AUM 29.82% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

James T. Borello RIA's SAFT Position: Q3 2026 in Review

James T. Borello RIA held its Safety Insurance (SAFT) position steady in Q3 2026 at 4 shares worth $414. The position accounts for ﹤0.01% of the portfolio, ranked #1060.

James T. Borello RIA first reported a position in SAFT in Q2 2026 and has held it in 2 quarters since. 44 funds tracked by Wall St. Rank hold SAFT as of Q3 2026.

  • James T. Borello RIA held 4 shares of Safety Insurance worth $414 as of Q3 2026.
  • James T. Borello RIA left its Safety Insurance share count unchanged in Q3 2026.
  • Safety Insurance made up ﹤0.01% of James T. Borello RIA's portfolio in Q3 2026, its #1060 holding.
  • James T. Borello RIA first reported a position in Safety Insurance in Q2 2026 and has held it in 2 quarters since.
  • 44 funds tracked by Wall St. Rank held Safety Insurance as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.