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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
2025-06-30 $2.1M 26k 79.39
2025-03-31 $7.2M 92k 78.88
2024-09-30 $521k 6.4k 81.78

More positions owned by Congress Wealth Management LLC / DE /

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NVIDIA Corporation (NVDA)
Select Sector Spdr Tr Financial (XLF)
Meta Platforms Cl A (META)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Janus Detroit Str Tr Henderson Securi (JSI)
Janus Detroit Str Tr Henderson Mtg (JMBS)
Select Sector Spdr Tr Communication (XLC)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Broadcom (AVGO)
Visa Com Cl A (V)

View all positions for Congress Wealth Management LLC / DE /

Top funds holding Safety Insurance

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

View all funds holding Safety Insurance