Position in SAFT
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$2,067,483
+$61,603 QoQ
Shares Held
27,618
+0.0% QoQ
Ownership
0.188%
of shares outstanding
% of Portfolio
1.53%
of 13F equity value
Holder Rank
#50
of 214 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in SAFT Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026Carl P. Sherr & Co., LLC holds $3,953,507 across 6 Insurance - Property & Casualty names. SAFT ranks #1 (52.3% of the industry book) .
All Filings in SAFT
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,067,483 | 27,618 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $2,005,880 | 27,614 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $2,197,919 | 28,211 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $1,369,901 | 19,379 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $1,758,806 | 22,154 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $1,827,649 | 23,170 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $2,110,840 | 25,617 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $2,448,166 | 29,936 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $2,301,920 | 30,680 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $2,522,657 | 30,693 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $2,347,027 | 30,886 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $2,330,734 | 34,180 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $2,298,123 | 32,043 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $2,387,322 | 32,036 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $2,698,763 | 32,029 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $2,471,186 | 30,299 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $2,829,785 | 29,143 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $2,176,493 | 23,957 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $2,477,093 | 29,132 | Shares | Sole | 2022-02-11 | |
| 2021-06-30 | $1,787,915 | 22,840 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $1,483,811 | 17,612 | Shares | Sole | 2021-04-13 | |
| 2020-12-31 | $1,297,814 | 16,660 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $1,086,992 | 15,733 | Shares | Sole | 2020-10-19 | |
| 2020-06-30 | $988,710 | 12,965 | Shares | Sole | 2020-07-29 | |
| 2020-03-31 | $1,098,687 | 13,013 | Shares | Sole | 2020-07-28 | |
| No filing history on record for this holder in this stock. | ||||||