Position in SAFT
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$735,334
-$9,407 QoQ
Shares Held
10,123
+5.9% QoQ
Ownership
0.069%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2022
5 quarters on record
Voting authority
Sole 26%
Shared 0%
None 74%
Common Shares in SAFT Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Mar 31, 2026MERCER GLOBAL ADVISORS INC /ADV holds $220,160,466 across 27 Insurance - Property & Casualty names. SAFT ranks #19 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ALL |
Allstate Corp
|
200,690 | $41,611,064 | |
| 2 | CB |
Chubb Ltd
|
127,095 | $41,424,073 | |
| 3 | TRV |
Travelers Companies, Inc.
|
128,979 | $37,620,594 | |
| 4 | L |
Loews Corp
|
196,396 | $20,963,309 | |
| 5 | CINF |
Cincinnati Financial Corp
|
125,487 | $19,745,379 | |
| 6 | PGR |
Progressive Corp/Oh/
|
94,172 | $18,668,657 | |
| 7 | WRB |
Berkley W R Corp
|
196,070 | $12,995,519 | |
| 8 | AIZ |
Assurant, Inc.
|
23,514 | $5,121,584 |
All Filings in SAFT
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $735,334 | 10,123 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $744,741 | 9,559 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $495,748 | 7,013 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $223,482 | 2,815 | Shares | Sole | 2025-08-14 | |
| 2022-06-30 | $200,997 | 2,070 | Shares | Sole | 2022-08-10 | |
| No filing history on record for this holder in this stock. | ||||||