Position in SAFT
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$1,605,971
+$122,082 QoQ
Shares Held
21,453
+5.0% QoQ
Ownership
0.146%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#63
of 214 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SAFT Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026NAPLES GLOBAL ADVISORS, LLC holds $9,793,418 across 5 Insurance - Property & Casualty names. SAFT ranks #4 (16.4% of the industry book) .
All Filings in SAFT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,605,971 | 21,453 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $1,483,889 | 20,428 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $1,581,027 | 20,293 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $1,437,339 | 20,333 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $1,543,976 | 19,448 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $1,520,254 | 19,273 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $1,431,535 | 17,373 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $1,402,363 | 17,148 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $1,275,735 | 17,003 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $1,436,105 | 17,473 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $1,341,071 | 17,648 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $1,206,826 | 17,698 | Shares | Sole | 2023-10-16 | |
| 2023-06-30 | $1,238,819 | 17,273 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $1,340,093 | 17,983 | Shares | Sole | 2023-04-17 | |
| 2022-12-31 | $1,613,410 | 19,148 | Shares | Sole | 2023-04-17 | |
| 2022-09-30 | $1,569,866 | 19,248 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $1,846,259 | 19,014 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $1,778,752 | 19,579 | Shares | Sole | 2022-04-28 | |
| 2021-12-31 | $1,584,023 | 18,629 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $1,502,421 | 18,958 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $1,424,930 | 18,203 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $1,514,646 | 17,978 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $1,392,306 | 17,873 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $1,208,245 | 17,488 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $1,291,691 | 16,938 | Shares | Sole | 2020-08-04 | |
| 2020-03-31 | $1,326,817 | 15,715 | Shares | Sole | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||