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Equibles

Creative Planning

Position in SAFT — Safety Insurance Group Inc

CIK 1540235 OVERLAND PARK, KS
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Position in SAFT

as of Jun 30, 2026 · filed Aug 13, 2026
Position Value
$1,843,726
-$893,203 QoQ
Shares Held
24,629
-34.6% QoQ
Ownership
0.168%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#58
of 215 holders
Holding Since
Mar 2022
10 quarters on record
Voting authority Sole 1% Shared 0% None 99%

Common Shares in SAFT Over Time

Shares Held

Position Value (USD)

Position in Insurance - Property & Casualty

Financial Services · as of Jun 30, 2026

Creative Planning holds $347,734,821 across 35 Insurance - Property & Casualty names. SAFT ranks #23 (0.5% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 CB
Chubb Ltd
 215,327 $73,370,521
2 TRV
Travelers Companies, Inc.
 152,783 $50,436,723
3 PGR
Progressive Corp/Oh/
 154,700 $33,794,214
4 ALL
Allstate Corp
 136,521 $32,483,806
5 CINF
Cincinnati Financial Corp
 134,765 $24,950,391
6 MKL
Markel Group Inc.
 8,072 $15,764,695
7 THG
Hanover Insurance Group, Inc.
 49,954 $10,696,150
8 WRB
Berkley W R Corp
 150,386 $10,606,724

All Filings in SAFT

Export CSV
10 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $1,843,726 24,629
2026-03-31 $2,736,929 37,678
2025-12-31 $3,791,957 48,671
2025-09-30 $2,217,474 31,369
2025-06-30 $1,425,526 17,956
2025-03-31 $363,952 4,614
2024-12-31 $524,887 6,370
2024-09-30 $299,314 3,660
2023-09-30 $15,342 225
2022-03-31 $40,882 450