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Safety Insurance shares owned by Integrated Wealth Concepts

Quarter-by-quarter ownership of Safety Insurance (SAFT) shares owned by Integrated Wealth Concepts from 13F filings

Historical chart of Integrated Wealth Concepts investment in Safety Insurance

Tip: Access up to 7 years of quarterly data

All positions including Safety Insurance held by Integrated Wealth Concepts consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Safety Insurance by Integrated Wealth Concepts

Quarter filed Position value Share count Share price at filing
2025-09-30 $443k 6.3k 70.69
2025-06-30 $546k 6.9k 79.39
2025-03-31 $759k 9.6k 78.88
2024-12-31 $1.1M 14k 82.40
2024-09-30 $1.2M 14k 81.78
2024-06-30 $1.1M 15k 75.03
2024-03-31 $1.2M 14k 82.19
2023-09-30 $984k 14k 68.19
2023-06-30 $1.0M 15k 71.72
2023-03-31 $1.1M 15k 74.55