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Creative Planning SAFT Position History
Safety Insurance Group, Inc. • Insurance
Quarters held
8
Latest value
$4.1M
Q3 2026
Peak value
$4.1M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $2.2M |
| Q3 2025 | $37K |
| Q4 2025 | $3.8M |
| Q1 2026 | $2.7M |
| Q2 2026 | $33K |
| Q2 2026 | $1.8M |
| Q3 2026 | $128K |
| Q3 2026 | $4.1M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $4.1M | 40.0K | — | — |
| Q3 2026 | $128K | 1.2K | — | — |
| Q2 2026 | $1.8M | 24.2K | — | — |
| Q2 2026 | $33K | 441 | — | — |
| Q1 2026 | $2.7M | 37.7K | — | — |
| Q4 2025 | $3.8M | 48.7K | — | — |
| Q3 2025 | $37K | 525 | — | — |
| Q3 2025 | $2.2M | 30.8K | — | — |
Other funds holding SAFT
$59.9M
$59.9M
$55.1M
$26.8M
$25.7M