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Safety Insurance

193 hedge funds and large institutions have $977M invested in Safety Insurance in 2025 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 72 increasing their positions, 67 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 67

1% more capital invested

Capital invested by funds: $971M → $977M (+$6.12M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.31% less ownership

Funds ownership: 82.95%82.64% (-0.31%)

3% less funds holding

Funds holding: 199193 (-6)

20% less first-time investments, than exits

New positions opened: 20 | Existing positions closed: 25

Holders
193
Holders Change
-6
Holders Change %
-3.02%
% of All Funds
2.54%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
20
Increased
72
Reduced
67
Closed
25
Calls
$7.47M
Puts
Net Calls
+$7.47M
Net Calls Change
+$1K
Name Holding Trade Value Shares
Change
Change in
Stake
HFS
176
Hantz Financial Services
Michigan
$2K +$1.97K +25 New
Fifth Third Bancorp
177
Fifth Third Bancorp
Ohio
$1.91K +$1.58K +20 +500%
Nisa Investment Advisors
178
Nisa Investment Advisors
Missouri
$1.19K -$15.8K -200 -93%
BFS
179
Bare Financial Services
Pennsylvania
$1.19K +$1.18K +15 New
GWM
180
Geneos Wealth Management
Colorado
$1.03K +$1.03K +13 New
C
181
Covestor
United Kingdom
$1K +$237 +3 +50%
ACM
182
Aster Capital Management
United Arab Emirates
$873 -$2.52K -32 -74%
FMII
183
Farmers & Merchants Investments Inc
Nebraska
$794 -$79 -1 -9%
AAP
184
Arax Advisory Partners
Colorado
$715
TWD
185
True Wealth Design
Ohio
$556 +$79 +1 +17%
RWM
186
Rialto Wealth Management
New York
$477 +$474 +6 New
RA
187
Rise Advisors
New York
$425
CPG
188
Cornerstone Planning Group
New Jersey
$421 +$474 +6 New
NC
189
NewSquare Capital
Pennsylvania
$397 +$395 +5 New
RIL
190
Rothschild Investment LLC
Illinois
$397 +$395 +5 New
PFBT
191
Parkside Financial Bank & Trust
Missouri
$159
AGWCA
192
Annis Gardner Whiting Capital Advisors
Florida
$159 +$158 +2 New
TFM
193
TFC Financial Management
Massachusetts
$80
Allspring Global Investments
194
Allspring Global Investments
North Carolina
-$1.43M -18,137 Closed
HF
195
HRT Financial
New York
-$1.28M -16,287 Closed
YIH
196
Y-Intercept (HK)
Hong Kong
-$1.12M -14,242 Closed
Balyasny Asset Management
197
Balyasny Asset Management
Illinois
-$1.05M -13,269 Closed
CF
198
Corebridge Financial
Texas
-$605K -7,671 Closed
Amundi
199
Amundi
France
-$470K -5,917 Closed
CP
200
CenterBook Partners
Connecticut
-$332K -4,214 Closed

SAFT Hedge Fund Activity: Q2 2025 in Review

193 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Safety Insurance (SAFT) for Q2 2025, worth a combined $977M — up 0.63% from $971M a quarter earlier.

Sellers outnumbered buyers: 25 funds closed out of SAFT and 20 opened new positions — a net loss of 5 holders — while 67 trimmed existing stakes and 72 added.

The largest buyer was JP Morgan Chase, adding an estimated $9.9M. The largest seller was Congress Wealth Management, cutting an estimated $5.19M.

  • 193 institutional investors held Safety Insurance (SAFT) as of Q2 2025, down from 199 in Q1 2025.
  • Funds reported $977M of Safety Insurance stock for Q2 2025, up 0.63% quarter-over-quarter.
  • 20 funds opened new Safety Insurance positions in Q2 2025 and 25 closed out, a net change of -5 holders.
  • The largest Safety Insurance buyer in Q2 2025 was JP Morgan Chase, an estimated $9.9M added.
  • The largest Safety Insurance seller in Q2 2025 was Congress Wealth Management, an estimated $5.19M sold.

Based on aggregated 13F filings for Q2 2025.