SAFT — SAFETY INS GROUP INC
As of Q2 2026, 34 SEC-registered investment managers reported holding SAFT (SAFETY INS GROUP INC) in their latest 13F filings, with a combined reported value of $384.88M across 5.17M shares. That is +6.4% by share count (+311.54K shares) versus the previous quarter, while reported value moved +9.6%. Ownership is concentrated: the five largest holders account for 67.4% of reported value and the top ten for 83.5%.
Compared with the prior quarter, 4 opened new positions, 21 added to existing stakes, 8 trimmed, 1 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
SAFT is classified in the Financials sector.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
Q2 2026 — 34 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 2.29M | $171.39M | 0.00% | Add |
| Geode Capital Management history | 393.90K | $29.49M | 0.00% | Add |
| JPMorgan Chase & Co history | 299.77K | $22.54M | 0.00% | New |
| AQR Capital Management history | 256.67K | $19.21M | 0.01% | Reduce |
| Morgan Stanley history | 223.45K | $16.73M | 0.00% | Add |
| Charles Schwab Investment Management history | 213.73K | $16.00M | 0.00% | Reduce |
| Two Sigma Investments history | 168.24K | $12.59M | 0.01% | Add |
| Northern Trust Corp history | 163.76K | $12.26M | 0.00% | Add |
| Renaissance Technologies history | 141.69K | $10.61M | 0.01% | Add |
| BNY Mellon history | 140.43K | $10.51M | 0.00% | Add |
| Millennium Management history | 122.85K | $9.20M | 0.00% | Add |
| Arrowstreet Capital history | 101.30K | $7.58M | 0.00% | Add |
| Goldman Sachs Group history | 95.09K | $7.12M | 0.00% | Reduce |
| Invesco Ltd history | 84.27K | $6.31M | 0.00% | Add |
| Principal Global Investors history | 70.96K | $5.31M | 0.00% | Reduce |
| PSP Investments history | 50.41K | $3.77M | 0.01% | Reduce |
| Citadel Advisors history | 49.59K | $3.71M | 0.00% | Add |
| Norges Bank Investment Management history | 36.90K | $2.76M | 0.00% | New |
| Legal & General Investment Management America history | 32.66K | $2.45M | 0.00% | Reduce |
| Bank of America Corp history | 28.59K | $2.14M | 0.00% | Add |
| Point72 Asset Management history | 26.61K | $1.99M | 0.00% | Add |
| Franklin Resources history | 25.44K | $1.90M | 0.00% | New |
| UBS Group AG history | 23.25K | $1.74M | 0.00% | Reduce |
| D. E. Shaw & Co history | 22.78K | $1.71M | 0.00% | Add |
| Deutsche Bank AG history | 15.86K | $1.19M | 0.00% | Add |
| Prudential Financial history | 15.49K | $1.16M | 0.00% | Add |
| Wells Fargo & Co history | 13.60K | $1.02M | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 8.67K | $648.83K | 0.00% | Add |
| Citigroup Inc history | 8.53K | $638.63K | 0.00% | Add |
| Manulife Financial history | 5.56K | $416.00K | 0.00% | Reduce |
| CPP Investments history | 5.10K | $381.79K | 0.00% | Hold |
| Balyasny Asset Management history | 3.95K | $295.92K | 0.00% | New |
| PNC Financial Services history | 1.42K | $106.15K | 0.00% | Add |
| T. Rowe Price Associates history | 29.80K | $2.23K | 0.00% | Add |
Q1 2026 — 31 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 2.24M | $162.41M | 0.00% | Reduce |
| Goldman Sachs Group history | 405.28K | $29.44M | 0.00% | Add |
| Geode Capital Management history | 376.95K | $27.39M | 0.00% | Add |
| AQR Capital Management history | 301.02K | $21.87M | 0.01% | Reduce |
| Charles Schwab Investment Management history | 216.00K | $15.69M | 0.00% | Reduce |
| Northern Trust Corp history | 152.65K | $11.09M | 0.00% | Add |
| Renaissance Technologies history | 140.40K | $10.20M | 0.02% | Hold |
| BNY Mellon history | 138.89K | $10.09M | 0.00% | Hold |
| UBS Group AG history | 138.59K | $10.07M | 0.00% | Add |
| Morgan Stanley history | 122.41K | $8.89M | 0.00% | Reduce |
| Two Sigma Investments history | 81.65K | $5.93M | 0.01% | Add |
| Invesco Ltd history | 80.85K | $5.87M | 0.00% | Add |
| Millennium Management history | 76.64K | $5.57M | 0.00% | Reduce |
| Principal Global Investors history | 72.38K | $5.26M | 0.00% | Add |
| Arrowstreet Capital history | 67.92K | $4.93M | 0.00% | Add |
| PSP Investments history | 53.28K | $3.87M | 0.01% | Add |
| Legal & General Investment Management America history | 34.79K | $2.53M | 0.00% | Reduce |
| Bank of America Corp history | 24.88K | $1.81M | 0.00% | Add |
| Citadel Advisors history | 22.65K | $1.65M | 0.00% | Add |
| Point72 Asset Management history | 18.31K | $1.33M | 0.00% | Add |
| Prudential Financial history | 15.38K | $1.12M | 0.00% | Add |
| D. E. Shaw & Co history | 14.63K | $1.06M | 0.00% | Reduce |
| Deutsche Bank AG history | 14.18K | $1.03M | 0.00% | Add |
| Wells Fargo & Co history | 6.32K | $459.06K | 0.00% | Reduce |
| Manulife Financial history | 5.89K | $428.00K | 0.00% | Reduce |
| CPP Investments history | 5.10K | $370.46K | 0.00% | Hold |
| Janus Henderson Group history | 5.10K | $370.01K | 0.00% | Hold |
| Citigroup Inc history | 3.48K | $252.57K | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 1.11K | $80.95K | 0.00% | Add |
| PNC Financial Services history | 372 | $27.02K | 0.00% | Reduce |
| T. Rowe Price Associates history | 25.23K | $1.83K | 0.00% | Reduce |
Q4 2025 — 33 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 2.25M | $175.28M | 0.00% | Add |
| Vanguard Group history | 1.66M | $129.44M | 0.00% | Add |
| Geode Capital Management history | 363.04K | $28.29M | 0.00% | Reduce |
| Goldman Sachs Group history | 306.55K | $23.88M | 0.00% | Add |
| AQR Capital Management history | 304.72K | $23.74M | 0.01% | Add |
| JPMorgan Chase & Co history | 290.04K | $22.60M | 0.00% | Reduce |
| Charles Schwab Investment Management history | 221.05K | $17.22M | 0.00% | Reduce |
| Northern Trust Corp history | 145.36K | $11.33M | 0.00% | Reduce |
| Morgan Stanley history | 142.09K | $11.07M | 0.00% | Add |
| Renaissance Technologies history | 140.00K | $10.91M | 0.02% | Reduce |
| BNY Mellon history | 139.14K | $10.84M | 0.00% | Reduce |
| Millennium Management history | 100.00K | $7.79M | 0.00% | Reduce |
| Invesco Ltd history | 76.67K | $5.97M | 0.00% | Reduce |
| Principal Global Investors history | 70.98K | $5.53M | 0.00% | Reduce |
| Two Sigma Investments history | 60.78K | $4.74M | 0.01% | Reduce |
| PSP Investments history | 51.59K | $4.02M | 0.01% | Reduce |
| Arrowstreet Capital history | 46.90K | $3.65M | 0.00% | Add |
| Legal & General Investment Management America history | 38.13K | $2.97M | 0.00% | Reduce |
| UBS Group AG history | 29.25K | $2.28M | 0.00% | Add |
| Bank of America Corp history | 23.52K | $1.83M | 0.00% | Add |
| D. E. Shaw & Co history | 21.78K | $1.70M | 0.00% | Reduce |
| Wells Fargo & Co history | 17.29K | $1.35M | 0.00% | Add |
| Point72 Asset Management history | 15.98K | $1.24M | 0.00% | Add |
| Prudential Financial history | 13.79K | $1.07M | 0.00% | Reduce |
| Deutsche Bank AG history | 12.37K | $963.75K | 0.00% | Hold |
| Manulife Financial history | 6.10K | $475.41K | 0.00% | Reduce |
| CPP Investments history | 5.10K | $397.34K | 0.00% | New |
| Janus Henderson Group history | 5.10K | $397.06K | 0.00% | Hold |
| Citadel Advisors history | 4.30K | $335.01K | 0.00% | Reduce |
| Citigroup Inc history | 4.25K | $330.96K | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 719 | $55.99K | 0.00% | Reduce |
| PNC Financial Services history | 416 | $32.41K | 0.00% | Add |
| T. Rowe Price Associates history | 107.51K | $8.38K | 0.00% | Reduce |
Q3 2025 — 33 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 2.18M | $153.79M | 0.00% | Reduce |
| Vanguard Group history | 1.63M | $115.35M | 0.00% | Reduce |
| Geode Capital Management history | 369.61K | $26.13M | 0.00% | Add |
| JPMorgan Chase & Co history | 307.33K | $21.73M | 0.00% | Reduce |
| Charles Schwab Investment Management history | 224.12K | $15.84M | 0.00% | Reduce |
| BNY Mellon history | 198.84K | $14.06M | 0.00% | Reduce |
| AQR Capital Management history | 187.46K | $13.25M | 0.01% | Add |
| Renaissance Technologies history | 173.00K | $12.23M | 0.02% | Add |
| Northern Trust Corp history | 155.72K | $11.01M | 0.00% | Add |
| Millennium Management history | 139.75K | $9.88M | 0.00% | Add |
| Morgan Stanley history | 130.91K | $9.25M | 0.00% | Reduce |
| Invesco Ltd history | 126.05K | $8.91M | 0.00% | Hold |
| Two Sigma Investments history | 86.03K | $6.08M | 0.01% | Add |
| Principal Global Investors history | 71.90K | $5.08M | 0.00% | Reduce |
| Goldman Sachs Group history | 67.61K | $4.78M | 0.00% | Add |
| PSP Investments history | 58.10K | $4.11M | 0.01% | Add |
| D. E. Shaw & Co history | 44.60K | $3.15M | 0.00% | Add |
| Legal & General Investment Management America history | 41.71K | $2.95M | 0.00% | Add |
| Arrowstreet Capital history | 23.36K | $1.65M | 0.00% | New |
| Bank of America Corp history | 19.58K | $1.38M | 0.00% | Reduce |
| Prudential Financial history | 14.71K | $1.04M | 0.00% | Reduce |
| UBS Group AG history | 13.40K | $947.25K | 0.00% | Reduce |
| Deutsche Bank AG history | 12.32K | $870.69K | 0.00% | Add |
| Citadel Advisors history | 12.29K | $868.71K | 0.00% | Add |
| Wells Fargo & Co history | 12.07K | $852.98K | 0.00% | Add |
| Point72 Asset Management history | 11.06K | $781.54K | 0.00% | New |
| Citigroup Inc history | 7.50K | $530.03K | 0.00% | Reduce |
| Manulife Financial history | 6.58K | $465.35K | 0.00% | Reduce |
| Balyasny Asset Management history | 5.31K | $375.50K | 0.00% | New |
| Janus Henderson Group history | 5.10K | $361.04K | 0.00% | Hold |
| Fidelity Management & Research (FMR) history | 1.55K | $109.67K | 0.00% | Add |
| PNC Financial Services history | 256 | $18.10K | 0.00% | Reduce |
| T. Rowe Price Associates history | 163.26K | $11.54K | 0.00% | Add |
Q2 2025 — 30 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 2.20M | $174.36M | 0.00% | Reduce |
| Vanguard Group history | 1.64M | $130.43M | 0.00% | Hold |
| Geode Capital Management history | 365.55K | $29.02M | 0.00% | Hold |
| JPMorgan Chase & Co history | 310.07K | $24.62M | 0.00% | Add |
| Charles Schwab Investment Management history | 227.48K | $18.06M | 0.00% | Reduce |
| BNY Mellon history | 209.83K | $16.66M | 0.00% | Add |
| Northern Trust Corp history | 153.25K | $12.17M | 0.00% | Reduce |
| Morgan Stanley history | 148.03K | $11.75M | 0.00% | Add |
| Renaissance Technologies history | 144.61K | $11.48M | 0.01% | Add |
| Invesco Ltd history | 125.68K | $9.98M | 0.00% | Add |
| Principal Global Investors history | 73.84K | $5.86M | 0.00% | Hold |
| AQR Capital Management history | 66.40K | $5.27M | 0.00% | Add |
| PSP Investments history | 50.77K | $4.03M | 0.02% | Add |
| Goldman Sachs Group history | 44.54K | $3.54M | 0.00% | Reduce |
| Millennium Management history | 43.03K | $3.42M | 0.00% | Reduce |
| Legal & General Investment Management America history | 40.44K | $3.21M | 0.00% | Add |
| UBS Group AG history | 33.52K | $2.66M | 0.00% | Hold |
| Bank of America Corp history | 20.35K | $1.62M | 0.00% | Add |
| Two Sigma Investments history | 17.63K | $1.40M | 0.00% | Add |
| Citigroup Inc history | 16.00K | $1.27M | 0.00% | Reduce |
| Prudential Financial history | 15.33K | $1.22M | 0.00% | Add |
| D. E. Shaw & Co history | 14.98K | $1.19M | 0.00% | Add |
| Deutsche Bank AG history | 10.74K | $852.89K | 0.00% | Reduce |
| Wells Fargo & Co history | 10.23K | $812.34K | 0.00% | Add |
| Manulife Financial history | 7.03K | $558.19K | 0.00% | Add |
| Janus Henderson Group history | 5.10K | $404.55K | 0.00% | Reduce |
| Citadel Advisors history | 4.31K | $342.09K | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 970 | $76.98K | 0.00% | Add |
| PNC Financial Services history | 280 | $22.23K | 0.00% | Reduce |
| T. Rowe Price Associates history | 150.40K | $11.94K | 0.00% | Add |
Q1 2025 — 33 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 2.25M | $177.83M | 0.00% | Reduce |
| Vanguard Group history | 1.64M | $129.26M | 0.00% | Reduce |
| Geode Capital Management history | 366.23K | $28.90M | 0.00% | Add |
| Charles Schwab Investment Management history | 231.61K | $18.27M | 0.00% | Reduce |
| BNY Mellon history | 208.66K | $16.46M | 0.00% | Reduce |
| JPMorgan Chase & Co history | 184.67K | $14.57M | 0.00% | Reduce |
| Northern Trust Corp history | 160.66K | $12.67M | 0.00% | Reduce |
| Renaissance Technologies history | 142.90K | $11.27M | 0.02% | Add |
| Morgan Stanley history | 138.45K | $10.92M | 0.00% | Reduce |
| Invesco Ltd history | 89.27K | $7.04M | 0.00% | Reduce |
| Millennium Management history | 85.76K | $6.76M | 0.00% | Add |
| Principal Global Investors history | 73.88K | $5.83M | 0.00% | Add |
| Goldman Sachs Group history | 66.15K | $5.22M | 0.00% | Reduce |
| PSP Investments history | 47.10K | $3.72M | 0.02% | Add |
| Legal & General Investment Management America history | 39.79K | $3.14M | 0.00% | Reduce |
| AQR Capital Management history | 34.09K | $2.69M | 0.00% | Add |
| UBS Group AG history | 33.67K | $2.66M | 0.00% | Reduce |
| Citigroup Inc history | 23.37K | $1.84M | 0.00% | Reduce |
| Citadel Advisors history | 20.77K | $1.64M | 0.00% | Add |
| Prudential Financial history | 14.34K | $1.13M | 0.00% | Reduce |
| Balyasny Asset Management history | 13.27K | $1.05M | 0.00% | Add |
| Deutsche Bank AG history | 12.75K | $1.01M | 0.00% | Reduce |
| D. E. Shaw & Co history | 12.16K | $959.02K | 0.00% | Add |
| Bank of America Corp history | 10.89K | $859.08K | 0.00% | Reduce |
| Wells Fargo & Co history | 9.57K | $755.20K | 0.00% | Add |
| Janus Henderson Group history | 7.20K | $569.29K | 0.00% | Hold |
| Manulife Financial history | 6.93K | $546.56K | 0.00% | Hold |
| Two Sigma Investments history | 6.21K | $489.92K | 0.00% | Reduce |
| Amundi US history | 5.92K | $469.63K | 0.00% | Reduce |
| Marshall Wace history | 3.77K | $297.06K | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 918 | $72.44K | 0.00% | Add |
| PNC Financial Services history | 282 | $22.25K | 0.00% | Reduce |
| T. Rowe Price Associates history | 51.56K | $4.07K | 0.00% | Add |
New Positions (Q2 2026)
- JPMorgan Chase & Co 299.77K sh · $22.54M
- Norges Bank Investment Management 36.90K sh · $2.76M
- Franklin Resources 25.44K sh · $1.90M
- Balyasny Asset Management 3.95K sh · $295.92K
Fully Exited (vs previous quarter)
- Janus Henderson Group sold 5.10K sh · $370.01K
Fund Position History — shares by quarter (top 20 funds)
| Fund | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 | Q2 2022 | Q1 2022 | Q4 2021 | Q3 2021 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock Inc | 2.29M | 2.24M | 2.25M | 2.18M | 2.20M | 2.25M | 2.32M | 2.28M | — | — | — | — | — | — | — | — | — | — | — | — |
| Geode Capital Management | 393.90K | 376.95K | 363.04K | 369.61K | 365.55K | 366.23K | 352.75K | 355.39K | 352.95K | 334.32K | 326.62K | 314.76K | 305.74K | 291.48K | 277.98K | 270.71K | 260.16K | 260.65K | 252.14K | 251.71K |
| JPMorgan Chase & Co | 299.77K | — | 290.04K | 307.33K | 310.07K | 184.67K | 212.35K | 174.86K | 165.33K | 175.03K | 163.07K | 145.58K | 146.46K | 133.15K | 201.26K | 144.69K | 156.37K | 148.46K | 160.21K | 139.41K |
| AQR Capital Management | 256.67K | 301.02K | 304.72K | 187.46K | 66.40K | 34.09K | 28.47K | 27.79K | 22.25K | 22.62K | 25.82K | 24.07K | 25.52K | 26.41K | 27.52K | 27.58K | 22.89K | 24.11K | 29.10K | 28.33K |
| Morgan Stanley | 223.45K | 122.41K | 142.09K | 130.91K | 148.03K | 138.45K | 161.56K | 214.27K | 135.24K | 135.75K | 155.43K | 119.80K | 118.06K | 114.85K | 123.85K | 137.60K | 141.70K | 97.60K | 92.88K | 78.31K |
| Charles Schwab Investment Management | 213.73K | 216.00K | 221.05K | 224.12K | 227.48K | 231.61K | 239.56K | 233.02K | 228.76K | 223.20K | 216.50K | 206.69K | 193.26K | 186.41K | 413.07K | 371.95K | 343.80K | 324.33K | 314.86K | 311.90K |
| Two Sigma Investments | 168.24K | 81.65K | 60.78K | 86.03K | 17.63K | 6.21K | 12.18K | — | — | — | — | 3.15K | 4.10K | 6.00K | — | — | — | — | — | 4.03K |
| Northern Trust Corp | 163.76K | 152.65K | 145.36K | 155.72K | 153.25K | 160.66K | 166.22K | 155.46K | 155.31K | 159.24K | 161.94K | 161.15K | 188.56K | 178.06K | 182.15K | 179.89K | 178.86K | 182.52K | 186.83K | 191.29K |
| Renaissance Technologies | 141.69K | 140.40K | 140.00K | 173.00K | 144.61K | 142.90K | 136.41K | 141.11K | 148.01K | 155.01K | 170.30K | 199.60K | 190.50K | 160.80K | 154.11K | 161.61K | 180.41K | 194.30K | 181.40K | 186.40K |
| BNY Mellon | 140.43K | 138.89K | 139.14K | 198.84K | 209.83K | 208.66K | 219.96K | 150.21K | 164.97K | 164.99K | 169.47K | 195.61K | 203.37K | 1.87M | 1.87M | 1.86M | 1.85M | 1.85M | 207.35K | 244.59K |
| Millennium Management | 122.85K | 76.64K | 100.00K | 139.75K | 43.03K | 85.76K | 22.28K | 9.13K | — | 5.99K | 27.90K | 114.05K | 89.92K | 51.54K | — | — | 7.08K | 3.97K | — | 6.60K |
| Arrowstreet Capital | 101.30K | 67.92K | 46.90K | 23.36K | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 24.77K |
| Goldman Sachs Group | 95.09K | 405.28K | 306.55K | 67.61K | 44.54K | 66.15K | 92.27K | 77.79K | 65.13K | 50.55K | 57.27K | 62.79K | 62.05K | 27.12K | 79.64K | 81.55K | 21.71K | 28.21K | 29.74K | 30.66K |
| Invesco Ltd | 84.27K | 80.85K | 76.67K | 126.05K | 125.68K | 89.27K | 98.12K | 99.86K | 101.42K | 99.50K | 104.33K | 113.00K | 113.68K | 130.17K | 155.74K | 167.08K | 160.00K | 181.32K | 200.39K | 186.88K |
| Principal Global Investors | 70.96K | 72.38K | 70.98K | 71.90K | 73.84K | 73.88K | 71.95K | 69.93K | 73.17K | 76.74K | 77.06K | 79.66K | 84.40K | 88.93K | 90.01K | 90.84K | 86.53K | 94.04K | 94.87K | 97.18K |
| PSP Investments | 50.41K | 53.28K | 51.59K | 58.10K | 50.77K | 47.10K | 37.00K | 31.49K | 32.69K | 30.32K | 30.70K | 18.28K | 26.39K | 25.92K | 26.81K | 27.02K | 25.93K | 26.57K | 28.98K | 30.31K |
| Citadel Advisors | 49.59K | 22.65K | 4.30K | 12.29K | 4.31K | 20.77K | 11.59K | 6.44K | 18.00K | 13.95K | 2.98K | 7.53K | 43.02K | 92.89K | 36.53K | 29.05K | 17.27K | 19.35K | 22.86K | 53.25K |
| Norges Bank Investment Management | 36.90K | — | — | — | — | — | 48.82K | — | 26.80K | — | — | — | — | — | — | — | — | — | — | — |
| Legal & General Investment Management America | 32.66K | 34.79K | 38.13K | 41.71K | 40.44K | 39.79K | 41.73K | 44.18K | 42.44K | 41.36K | 41.59K | 41.48K | 42.20K | 42.92K | 43.37K | 41.86K | 40.45K | 41.26K | 41.16K | 40.03K |
| Bank of America Corp | 28.59K | 24.88K | 23.52K | 19.58K | 20.35K | 10.89K | 17.79K | 15.86K | 14.54K | 11.05K | 20.22K | 24.51K | 21.52K | 18.35K | 15.25K | 8.04K | 12.88K | 25.71K | 28.22K | 19.69K |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
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