Skip to main content
Equibles
SAFT logo

SAFT · Safety Insurance Group Inc · Holdings

Track SAFT — free

Use SAFT with AI

Add company filings, earnings and prices to ChatGPT or Claude, then ask questions in your own chat.

Choose your app for step-by-step connection instructions. Sign in with Equibles when asked; no code or API key is needed.

Claude ChatGPT

After connecting, ask your AI to use Equibles to research SAFT.

Other apps & server URL
https://mcp.equibles.com/mcp
Gemini CLI setup
or ask here

Free, nothing to set up — ALVIS runs on the same tools and cites every figure.

See what you can ask in ChatGPT or Claude

All connection guides →
$104.27 +0.01 (+0.01%)
S&P 600 member Russell 2000 member Rebalance outlook locked
Market Cap
$1.53B
Shares
14.68M
Volume · Oct 28 29.45K Avg daily vol (3M) 154.12K

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP → See every holder of SAFT: 13F, 13D and 13G, insiders and funds →
The Sep 30, 2026 filing window is still open — showing the latest known positions. Funds that have not filed yet carry their prior-quarter positions; a fund that filed without this stock counts as sold out. Each fund's Change is measured against its own previous reported quarter, shown in the Reported column. Pick a completed quarter in the Quarter selector below to put every fund on one quarter and see the stock-wide activity breakdown.
Holders: 225
Total Value: $942,583,478
Total Shares: 12,466,070
Showing 1–100 of 226 holdings by value · page 1 of 3

Institutional Ownership Trend

27 quarters

Holder Concentration

Across 217 13F filers
Top Holder
18.5%
Sep 2023 → Jun 2026 · range 17.4% – 19.0%
of institutional value
Top 5
52.2%
Sep 2023 → Jun 2026 · range 51.7% – 63.8%
of institutional value
Top 10
67.6%
Sep 2023 → Jun 2026 · range 67.6% – 78.3%
of institutional value
HHI
753
Sep 2023 → Jun 2026 · range 753 – 955
Broadly held

Who Holds SAFT

Last 8 quarters through Sep 30, 2026 (filing window open)

Each kind of 13F filer's share of the common shares 13F filers report. Holder type comes from regulatory records, never the filer's name; style, turnover and horizon are measured from each filer's own 13F book. The quarter selector does not change this card.

Jun 30, 2026, the newest closed quarter: 217 filers, like-for-like change +0.4%; actively managed books +1.8%; index-like books -1.5%.

Holder type Share Filers Change
Registered adviser 53.9% 112 +0.3%
Exempt adviser 1.9% 2 +52.5%
Adviser 1.1% 3 +27.5%
Bank 12.1% 13 -1.2%
Insurer 0.7% 2 -1.5%
Benefit plan 0.9% 4 +0.1%
Non-US 1.0% 8 -5.7%
Holding company 21.3% 7 -5.2%
Broker-dealer 0.0% 0 -100.0%
Unknown 7.0% 66 +12.7%

The Sep 30, 2026 filing window is still open, so its bar carries the Jun 30, 2026 positions of filers that have not filed yet.

How the mix is measured

Shares are 13F common shares restated to today's split basis; options and principal amounts are left out. The change compares only filers with a 13F in both quarters and keeps each filer in its bucket of the later quarter on both sides; a filer that continues under a new CIK is compared through its successor. Holder type comes from each filer's current regulatory profile; client base and private funds come from the Form ADV roster current at each quarter end (rosters from December 2019, so an earlier quarter reads Unknown). Style, turnover, horizon and book size are measured from each filer's 13F book in the newest measured quarter, and Not measured means none was. Actively managed books are those measured systematic-like, concentrated or diversified active.

Excluded 4 holders with no observed 2026-03-31 13F and 2 holders with no observed 2026-06-30 13F. Compared across CIK changes: JANUS HENDERSON GROUP PLC continues as Jupiter Topco LLC.

Conviction and Crowding

217 13F filers, quarter ended Jun 30, 2026

Measured across every 13F filer's common-share book once the quarter's filing window closed. Crowding counts filers with high turnover or that advise private funds on Form ADV.

Conviction holders
1
0.461% of filers hold it in their top 10
Mar 31, 2026: 1
Holders above 5%
1
median weight 0.001%
Mar 31, 2026: 1
Crowding
19.3%
of shares outstanding, 57th percentile
Mar 31, 2026: 18.6%
Private-fund advisers
18.2%
of shares outstanding
Institutional ownership
84.3%
86.2% of the estimated free float
Top 10 holders
67.6%
of 13F shares, Herfindahl 0.075
Active holders
+1.8%
like-for-like share change of active filers
5% stakes on record
6
0 13D, 6 13G (5 institutional, 1 passive, 0 exempt)
How long holders have held it value-weighted 16.1 quarters
Under 1 year 16.5% 1 to 3 years 31.2% 3 years or more 52.3% Since coverage start 0.000%

Managers in the top fifth by current three-year FundScore alpha were net buyers of $0 (0 buying, 0 selling).

Estimated Holder Cost Basis

Quarter ended Jun 30, 2026, on that quarter's share basis

Estimated, never filed: each 13F buy is costed at its quarter's average traded price and each sale keeps the average cost, so this is what holders paid on average if they traded evenly through each quarter.

Estimated avg cost
$75.65
estimated per share
Mar 31, 2026: $77.03
Quarter-end price
$74.86
implied by 13F values
Estimated gain or loss
-1.0%
price against the estimated cost
Estimated at a loss
54.0%
of costed 13F value

Estimated cost covers 17.2% of the 13F shares; positions already held when a filer's 13F history starts, or bought in a quarter without a trusted average price, have no estimate.

Shared Holders

Companies SAFT's active holders also own, quarter ended Jun 30, 2026
# Company Shared holders
1 ATO Atmos Energy Corp 3
2 GE General Electric Co 5
3 RTX RTX Corp 5
4 CB Chubb Ltd 3
5 AXP American Express Co 4
6 JPM Jpmorgan Chase & Co 6
7 PG PROCTER & GAMBLE Co 5
8 CSCO Cisco Systems, Inc. 5
9 BMY Bristol Myers Squibb Co 3
10 WMT Walmart Inc. 5

Shareholder Targets

13F filers that own its peers but not SAFT, quarter ended Jun 30, 2026

Found through its holder-overlap peers: ATO, GE, RTX, CB, AXP, JPM, PG, CSCO, BMY, WMT, AMZN, MSFT, GOOGL, MCD, LLY, BA, C, GLW, ETN, UNP. 6,981 filers in all.

# Filer In peers
1 Capital Research Global Investors Adviser, Diversified active $185,143,779,269 17 held
2 Capital World Investors Adviser, Diversified active $136,832,490,873 16 held
3 LILLY ENDOWMENT INC Unknown, Unknown $108,400,867,760 1 held
4 Berkshire Hathaway Inc Insurer, Concentrated $100,716,474,270 3 held
5 WELLINGTON MANAGEMENT GROUP LLP Holding company, Diversified active $86,990,073,458 20 held
6 Capital International Investors Adviser, Diversified active $83,414,467,645 16 held
7 Amundi Holding company, Index-like $76,314,077,415 20 held
8 Fisher Asset Management, LLC Adviser, Diversified active $75,465,291,204 20 held
9 MASSACHUSETTS FINANCIAL SERVICES CO /MA/ Registered adviser, Diversified active $43,509,304,038 20 held
10 JENNISON ASSOCIATES LLC Registered adviser, Diversified active $42,707,511,035 18 held

Fund Ownership of SAFT by Fund Type

Registered funds' Form N-PORT reports for the quarter ended Jun 30, 2026

Index funds and index ETFs hold 29.49% of shares outstanding.

Fund type Of shares outstanding Shares
Index funds 5.07% 744,946
Index ETFs 24.42% 3,584,463
Active ETFs 2.33% 342,464
Active funds 5.28% 774,701
Unclassified 1.22% 178,626
All registered funds 38.32% 5,625,200
How fund types are measured

Each fund series counts once, with its latest Form N-PORT report dated inside the quarter; only long share positions count, restated to today's split basis. The fund type is the series' latest Form N-CEN answer on or before the quarter end (the index-fund box and the exchange-traded flag), never its name. Unclassified funds have no usable N-CEN; unit investment trusts are among them, so index ownership is a floor. Funds sit inside their advisers' 13F reports, so these shares overlap the 13F figures and are never added to them.

Holder type: Registered adviser 117 Exempt adviser 2 Adviser 3 Bank 13 Insurer 2 Benefit plan 4 Non-US 8 Holding company 7 Unknown 69
Showing 100 of 226
All Common Calls Puts
Export CSV
Holder Value (USD) % of 13F Shares Open
BlackRock, Inc. $171,385,226 18.18% 2,289,410
SRB CORP $134,347,872 14.25% 1,794,655
VANGUARD PORTFOLIO MANAGEMENT LLC $63,383,288 6.72% 846,691
STATE STREET CORP $59,908,511 6.36% 800,274
DIMENSIONAL FUND ADVISORS LP $54,736,281 5.81% 731,182
VANGUARD CAPITAL MANAGEMENT LLC $49,081,210 5.21% 655,640
GEODE CAPITAL MANAGEMENT, LLC $29,487,728 3.13% 393,905
ADAGE CAPITAL PARTNERS GP, L.L.C. $22,458,000 2.38% 300,000
JPMORGAN CHASE & CO $22,440,779 2.38% 299,770
AQR CAPITAL MANAGEMENT LLC $19,214,088 2.04% 256,667
MORGAN STANLEY $16,727,687 1.77% 223,453
CHARLES SCHWAB INVESTMENT MANAGEMENT INC $15,999,752 1.70% 213,729
Qube Research & Technologies Ltd $14,134,915 1.50% 188,818
AMERICAN CENTURY COMPANIES INC $12,597,815 1.34% 168,285
TWO SIGMA INVESTMENTS, LP $12,594,670 1.34% 168,243
NORTHERN TRUST CORP $12,259,071 1.30% 163,760
RENAISSANCE TECHNOLOGIES LLC $10,607,287 1.13% 141,695
Bank of New York Mellon Corp $10,512,811 1.12% 140,433
MILLENNIUM MANAGEMENT LLC $9,196,850 0.98% 122,854
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP $7,583,243 0.80% 101,299
ABC ARBITRAGE SA $7,316,269 0.78% 70,634
VANGUARD FIDUCIARY TRUST CO $7,265,911 0.77% 97,060
GOLDMAN SACHS GROUP INC $7,118,512 0.76% 95,091
TOKIO MARINE ASSET MANAGEMENT CO LTD $6,908,786 0.73% 66,700
TEACHER RETIREMENT SYSTEM OF TEXAS $6,731,336 0.71% 89,919
Invesco Ltd. $6,308,749 0.67% 84,274
Axxion S.A. $5,921,357 0.63% 57,167
PRINCIPAL FINANCIAL GROUP INC $5,312,289 0.56% 70,963
FIRST TRUST ADVISORS LP $5,053,948 0.54% 67,512
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC $3,936,138 0.42% 52,580
Public Sector Pension Investment Board $3,773,767 0.40% 50,411
TD Asset Management Inc $3,728,028 0.40% 49,800
JANE STREET GROUP, LLC $3,660,204 0.39% 48,894
DARK FOREST CAPITAL MANAGEMENT LP $3,248,924 0.34% 43,400
CITADEL ADVISORS LLC $3,173,539 0.34% 42,393
NORGES BANK $2,762,334 0.29% 36,900
RHUMBLINE ADVISERS $2,746,763 0.29% 36,692
Nuveen, LLC $2,687,996 0.29% 35,907
HRT FINANCIAL LP $2,606,475 0.28% 34,818
Linden Thomas Advisory Services, LLC $2,579,763 0.27% 24,906
INTECH INVESTMENT MANAGEMENT LLC $2,567,473 0.27% 34,297
Connor, Clark & Lunn Investment Management Ltd. $2,524,354 0.27% 33,721
Legal & General Group Plc $2,445,300 0.26% 32,665
AMERIPRISE FINANCIAL INC $2,352,624 0.25% 31,427
PRICE T ROWE ASSOCIATES INC /MD/ $2,230,753 0.24% 29,799
EXCHANGE TRADED CONCEPTS, LLC $2,226,111 0.24% 29,737
Swiss National Bank $2,178,426 0.23% 29,100
BANK OF AMERICA CORP /DE/ $2,140,022 0.23% 28,587
DEAN INVESTMENT ASSOCIATES, LLC $2,087,171 0.22% 27,881
RAYMOND JAMES FINANCIAL INC $2,075,343 0.22% 27,723
Carl P. Sherr & Co., LLC $2,067,483 0.22% 27,618
MARTINGALE ASSET MANAGEMENT L P $2,044,875 0.22% 27,316
Point72 Asset Management, L.P. $1,991,725 0.21% 26,606
Versor Investments LP $1,980,242 0.21% 19,118
ExodusPoint Capital Management, LP $1,917,763 0.20% 25,618
FRANKLIN RESOURCES INC $1,904,436 0.20% 25,440
Quantinno Capital Management LP $1,896,054 0.20% 25,328
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC $1,871,648 0.20% 25,002
Creative Planning $1,843,726 0.20% 24,629
UBS Group AG $1,740,195 0.18% 23,246
Vident Advisory, LLC $1,731,810 0.18% 23,134
D. E. Shaw & Co., Inc. $1,705,161 0.18% 22,778
IEQ CAPITAL, LLC $1,646,545 0.17% 21,995
NAPLES GLOBAL ADVISORS, LLC $1,605,971 0.17% 21,453
Dean Capital Management $1,518,834 0.16% 20,289
Trexquant Investment LP $1,502,065 0.16% 20,065
ALLIANCEBERNSTEIN L.P. $1,456,326 0.15% 19,454
OSAIC HOLDINGS, INC. $1,226,206 0.13% 16,380
State of New Jersey Common Pension Fund D $1,192,145 0.13% 15,925
DEUTSCHE BANK AG\ $1,186,905 0.13% 15,855
PRUDENTIAL FINANCIAL INC $1,159,880 0.12% 15,494
Silver Lake Advisory, LLC $1,156,470 0.12% 11,165
Mariner, LLC $1,101,564 0.12% 14,715
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM $1,037,709 0.11% 13,862
JACOBS LEVY EQUITY MANAGEMENT, INC $1,036,736 0.11% 13,849
KLP KAPITALFORVALTNING AS $1,025,582 0.11% 13,700
WELLS FARGO & COMPANY/MN $1,018,095 0.11% 13,600
CANADA LIFE ASSURANCE Co $970,709 0.10% 12,967
GREAT LAKES ADVISORS, LLC $968,314 0.10% 12,935
Mitsubishi UFJ Asset Management (UK) Ltd. $880,430 0.09% 8,500
DAVENPORT & Co LLC $851,945 0.09% 8,225
VANGUARD ASSET MANAGEMENT, Ltd $849,436 0.09% 11,347
Engineers Gate Manager LP $844,645 0.09% 11,283
Legato Capital Management LLC $792,018 0.08% 10,580
Odyssean, LLC $768,138 0.08% 10,261
Cerity Partners LLC $752,416 0.08% 10,051
MERCER GLOBAL ADVISORS INC /ADV $733,927 0.08% 9,804
Transmarket Holdings LP $722,056 0.08% 6,971
Thrivent Financial for Lutherans $721,800 0.08% 9,642
Russell Investments Group, Ltd. $674,114 0.07% 9,005
State of Tennessee, Department of Treasury $662,136 0.07% 8,845
Louisiana State Employees Retirement System $652,554 0.07% 6,300
FMR LLC $648,811 0.07% 8,667
CITIGROUP INC $638,629 0.07% 8,531
Inspire Investing, LLC $635,670 0.07% 6,137
MetLife Investment Management, LLC $626,727 0.07% 8,372
XTX Topco Ltd $623,658 0.07% 8,331
Illinois Municipal Retirement Fund $583,683 0.06% 7,797
CITADEL ADVISORS LLC $538,992 0.06% 7,200
Edgestream Partners, L.P. $533,901 0.06% 7,132

Showing the top 100 of 226 holders. Create a free account to see every holder, past quarters, search, filters and CSV export.

Key facts CIK 1172052 CUSIP 78648T100 13F (30d) 55 filings 54 filers