SAFT β€” SAFETY INS GROUP INC

Ownership history in First Personal Financial Services  Β·  4 quarters on record

AI Ownership Summary

First Personal Financial Services reported SAFETY INS GROUP INC (SAFT) in 4 quarterly 13F filings from 2023 Q3 through 2024 Q2. The latest visible filing shows SAFT at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this SAFT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was First Personal Financial Services's position in SAFETY INS GROUP INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2024 Q2

SAFT was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q3 to 2024 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How First Personal Financial Services held SAFT β€” position size vs. price
% of Fund (quarterly)    SAFT price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2024 Q2 UNCHANGED 50 β€” 0% 0.00% $4K 2024-07-30 $80.36
2024 Q1 UNCHANGED 50 β€” 0% 0.00% $4K 2024-04-26 $71.89
2023 Q4 UNCHANGED 50 β€” 0% 0.00% $4K 2024-01-29 $76.35
2023 Q3 INITIATED 50 β€” β€” 0.00% $3K 2023-10-19 $65.27

FAQ About First Personal Financial Services and SAFT

These are the practical questions this page is built to answer before you even open the full history table.

How long has First Personal Financial Services reported owning SAFT?

First Personal Financial Services reported SAFT across 4 quarterly 13F filings, from 2023 Q3 through 2024 Q2.

What was the largest reported SAFT position in First Personal Financial Services's portfolio?

The largest reported portfolio weight for SAFT was 0.00% in 2024 Q1.

What is the latest reported SAFT position on this page?

The most recent filing on this page is 2024 Q2, when First Personal Financial Services reported 50 shares, equal to 0.00% of portfolio, with an estimated market value of $4K.

What does the chart on this SAFT ownership page compare?

The chart compares First Personal Financial Services's quarterly SAFT portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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