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Safety Insurance shares owned by Congress Wealth Management LLC / DE /

Quarter-by-quarter ownership of Safety Insurance (SAFT) shares owned by Congress Wealth Management LLC / DE / from 13F filings

Historical chart of Congress Wealth Management LLC / DE / investment in Safety Insurance

Tip: Access up to 7 years of quarterly data

All positions including Safety Insurance held by Congress Wealth Management LLC / DE / consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Safety Insurance by Congress Wealth Management LLC / DE /

Quarter filed Position value Share count Share price at filing
2024-09-30 $521k 6.4k 81.78

More positions owned by Congress Wealth Management LLC / DE /

Select Sector Spdr Tr Technology (XLK)
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Janus Detroit Str Tr Henderson Mtg (JMBS)
Microsoft Corporation (MSFT)
Select Sector Spdr Tr Financial (XLF)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
NVIDIA Corporation (NVDA)
Select Sector Spdr Tr Sbi Healthcare (XLV)
Select Sector Spdr Tr Communication (XLC)
Spdr Ser Tr Portfli Intrmdit (SPTI)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Spdr Ser Tr Portfolio S&p600 (SPSM)
Coca-Cola Company (KO)
Meta Platforms Cl A (META)
Spdr Ser Tr Portfolio Ln Tsr (SPTL)

View all positions for Congress Wealth Management LLC / DE /

Top funds holding Safety Insurance

BlackRock
BlackRock
SRB Corporation
Vanguard Group
Victory Capital Management
Dimensional Fund Advisors
State Street Corporation
TimesSquare Capital Management
Geode Capital Management
Charles Schwab Investment Management
Jpmorgan Chase & Co
Northern Trust
Bank of New York Mellon
Renaissance Technologies
Morgan Stanley

View all funds holding Safety Insurance