Position in SAFT
as of Jun 30, 2026
· filed Aug 19, 2026
Position Value
$733,927
-$1,407 QoQ
Shares Held
9,804
-3.2% QoQ
Ownership
0.067%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#82
of 215 holders
Holding Since
Jun 2022
6 quarters on record
Voting authority
Sole 23%
Shared 0%
None 77%
Common Shares in SAFT Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026MERCER GLOBAL ADVISORS INC /ADV holds $258,120,318 across 32 Insurance - Property & Casualty names. SAFT ranks #21 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
|
166,288 | $56,660,973 | |
| 2 | TRV |
Travelers Companies, Inc.
|
122,532 | $40,450,263 | |
| 3 | ALL |
Allstate Corp
|
164,893 | $39,234,640 | |
| 4 | L |
Loews Corp
|
219,800 | $24,883,558 | |
| 5 | CINF |
Cincinnati Financial Corp
|
131,849 | $24,410,523 | |
| 6 | PGR |
Progressive Corp/Oh/
|
79,904 | $17,455,028 | |
| 7 | WRB |
Berkley W R Corp
|
229,800 | $16,207,794 | |
| 8 | AIZ |
Assurant, Inc.
|
24,879 | $6,680,757 |
All Filings in SAFT
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $733,927 | 9,804 | Shares | Sole | 2026-08-19 | |
| 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. | ||||||