Position in SAFT
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$1,652,777
-$139,854 QoQ
Shares Held
22,753
-1.1% QoQ
Ownership
0.155%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in SAFT Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Mar 31, 2026CWM, LLC holds $162,154,704 across 43 Insurance - Property & Casualty names. SAFT ranks #10 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TRV |
Travelers Companies, Inc.
|
134,046 | $39,098,537 | |
| 2 | CB |
Chubb Ltd
|
110,012 | $35,856,211 | |
| 3 | ALL |
Allstate Corp
|
153,921 | $31,913,980 | |
| 4 | WRB |
Berkley W R Corp
|
280,114 | $18,565,955 | |
| 5 | PGR |
Progressive Corp/Oh/
|
49,095 | $9,732,592 | |
| 6 | ORI |
Old Republic International Corp
|
143,391 | $5,721,300 | |
| 7 | CINF |
Cincinnati Financial Corp
|
25,485 | $4,010,064 | |
| 8 | THG |
Hanover Insurance Group, Inc.
|
17,700 | $3,068,295 |
All Filings in SAFT
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,652,777 | 22,753 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,792,631 | 23,009 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $1,401,217 | 19,822 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $949,266 | 11,957 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $847,407 | 10,743 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $953,780 | 11,575 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $962,632 | 11,771 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $915,140 | 12,197 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $1,107,099 | 13,470 | Shares | Sole | 2024-04-05 | |
| 2023-12-31 | $1,115,609 | 14,681 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $1,072,151 | 15,723 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $1,163,083 | 16,217 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $1,264,678 | 16,971 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $1,414,304 | 16,785 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $1,341,254 | 16,445 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $1,670,508 | 17,204 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $1,674,456 | 18,431 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $1,829,080 | 21,511 | Shares | Sole | 2022-01-31 | |
| 2021-06-30 | $1,791,829 | 22,890 | Shares | Sole | 2021-09-15 | |
| 2021-03-31 | $1,928,482 | 22,890 | Shares | Sole | 2021-09-15 | |
| 2020-12-31 | $1,783,131 | 22,890 | Shares | Sole | 2021-09-15 | |
| 2020-09-30 | $1,581,470 | 22,890 | Shares | Sole | 2021-09-15 | |
| 2020-06-30 | $1,745,591 | 22,890 | Shares | Sole | 2021-09-15 | |
| 2020-03-31 | $1,932,602 | 22,890 | Shares | Sole | 2021-09-15 | |
| No filing history on record for this holder in this stock. | ||||||