Safety Insurance Group, Inc. (SAFT): A Bull Case Theory
We came across a bullish thesis on Safety Insurance Group, Inc. on Valueinvestorsclub.com by natty813. In this article, we will summarize the bulls’ thesis on SAFT.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Adage Capital Management Phill Gross And Robert Atchinson | 300,000 | $22,458,000 | 0.03% | |
| 2. | AQR Capital Management Cliff Asness | 256,667 | $19,214,121 | -15% | 0.01% |
| 3. | Renaissance Technologies Jim Simons | 141,695 | $10,607,288 | +1% | 0.01% |
| 4. | Millennium Management Israel Englander | 122,854 | $9,196,850 | +61% | 0% |
| 5. | Arrowstreet Capital Peter Rathjens, Bruce Clarke And John Campbell | 101,299 | $7,583,243 | +50% | 0% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $71.74 | 55 | $3,945.43 | 13,108 | 2025-09-18 | Filing | |
| $72.39 | 2,000 | $144,780.00 | 8,000 | 2025-09-05 | Filing | |
| $71.49 | 2,000 | $142,980.00 | 6,000 | 2025-08-11 | Filing | |
| $78.80 | 1,000 | $78,800.00 | 10,000 | 2024-08-13 | Filing | |
| $68.90 | 1,000 | $68,895.50 | 2,000 | 2023-08-21 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $103.05 | 774,177 | $79,780,875.29 | 473,387 | 2026-07-27 | Filing | |
| $103.09 | 466,175 | $48,056,349.14 | 1,247,564 | 2026-07-27 | Filing | |
| $103.08 | 38,835 | $4,003,018.60 | 1,713,739 | 2026-07-24 | Filing | |
| $76.03 | 5,159 | $392,246.51 | 1,752,574 | 2026-07-17 | Filing | |
| $76.04 | 34,272 | $2,605,933.21 | 1,757,733 | 2026-07-13 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 2,289,410 | $171,385,219 | 0% | |
| 2. | 1,794,655 | $134,347,873 | 7.23% | |
| 3. | 846,691 | $63,383,288 | 0% | |
| 4. | 800,274 | $59,908,512 | 0% | |
| 5. | 731,182 | $54,736,717 | 0.01% |