MassMutual Private Wealth & Trust, FSB SAFT Safety Insurance Group Inc

Ownership history in MassMutual Private Wealth & Trust, FSB  ·  16 quarters on record

AI Ownership Summary

MassMutual Private Wealth & Trust, FSB reported Safety Insurance Group Inc (SAFT) in 16 quarterly 13F filings from 2023 Q4 through 2026 Q1. 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this SAFT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was MassMutual Private Wealth & Trust, FSB's position in Safety Insurance 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
2026 Q1

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 Q4 to 2026 Q1

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 MassMutual Private Wealth & Trust, FSB held SAFT — position size vs. price
% of Fund (quarterly)    SAFT price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 58 -66 -53.2% 0.00% $4K 2026-04-13 $75.26
2025 Q4 REDUCED 124 -6 -4.6% 0.00% $10K 2026-01-07 $75.54
2025 Q3 ADDED 130 +1 +0.8% 0.00% $9K 2025-10-22 $68.46
2025 Q2 UNCHANGED 129 0% 0.00% $10K 2025-07-09 $71.19
2025 Q1 REDUCED 5.8% +1.8% 129 -8 -5.8% 0.00% $10K 2025-04-01 $76.25
2024 Q4 UNCHANGED 137 0% 0.00% $11K 2025-01-16 $75.35
2024 Q3 UNCHANGED 137 0% 0.00% $11K 2024-10-02 $75.59
2024 Q2 ADDED 137 +8 +6.2% 0.00% $10K 2024-07-02 $69.14
2024 Q1 ADDED 129 +12 +10.3% 0.00% $11K 2024-04-09 $70.52
2023 Q4 ADDED 117 +27 +30.0% 0.00% $9K 2024-01-03 $68.51
6 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About MassMutual Private Wealth & Trust, FSB and SAFT

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

How long has MassMutual Private Wealth & Trust, FSB reported owning SAFT?

MassMutual Private Wealth & Trust, FSB reported SAFT across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported SAFT position in MassMutual Private Wealth & Trust, FSB'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 2026 Q1, when MassMutual Private Wealth & Trust, FSB reported 58 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 MassMutual Private Wealth & Trust, FSB'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.

How well did MassMutual Private Wealth & Trust, FSB time their SAFT position?

Based on 13F filing dates vs. subsequent SAFT price moves, MassMutual Private Wealth & Trust, FSB correctly timed 7 out of 12 reported position changes (58%). The annualised alpha on SAFT relative to SPY over the holding period was -13.4%.

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