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Safety Insurance

219 hedge funds and large institutions have $891M invested in Safety Insurance in 2026 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 70 increasing their positions, 85 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

more funds holding

Funds holding:

more funds holding in top 10

Funds holding in top 10:

5% less capital invested

Capital invested by funds: $940M → $891M (-$49.3M)

18% less repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 85

Holders
219
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$567K
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IAIM
176
International Assets Investment Management
Florida
$14.4K
Jones Financial Companies
177
Jones Financial Companies
Missouri
$13.3K
IA
178
IFP Advisors
Florida
$13K
GIA
179
GHP Investment Advisors
Colorado
$12.1K
AAP
180
Arax Advisory Partners
Colorado
$11.4K
DWP
181
Destiny Wealth Partners
Florida
$10.8K
Nisa Investment Advisors
182
Nisa Investment Advisors
Missouri
$10.5K
S
183
SignatureFD
Georgia
$9.52K
SL
184
Salomon & Ludwin
Virginia
$8.63K
RIL
185
Rothschild Investment LLC
Illinois
$8.35K
AEPWM
186
Atlantic Edge Private Wealth Management
Florida
$8.28K
Mitsubishi UFJ Asset Management
187
Mitsubishi UFJ Asset Management
Japan
$8.14K
ST
188
Smithfield Trust
Pennsylvania
$8K
C
189
Covestor
United Kingdom
$8K
MCM
190
MAI Capital Management
Ohio
$7.77K
B
191
Birchbrook
Maine
$6.9K
UB
192
UMB Bank
Missouri
$6.39K
TPWA
193
Twin Peaks Wealth Advisors
California
$5.01K
MPWT
194
MassMutual Private Wealth & Trust
Connecticut
$4.21K
RFP
195
Root Financial Partners
California
$4.14K
TWD
196
True Wealth Design
Ohio
$3.78K
QL
197
Quarry LP
New York
$3.63K
PWPS
198
Pinnacle Wealth Planning Services
Ohio
$3.63K
SIS
199
Sound Income Strategies
Florida
$3.1K
SAM
200
Smartleaf Asset Management
Massachusetts
$2.37K