5% stake reports

Filings through 10/02

Anyone who comes to hold more than 5% of a US-listed company must report it. A 13D holder may seek a say in the company; a 13G holder is a passive investor.

5% stake reports: 652; Last 30 days · 09/03–10/02
13D reports: 357; Last 30 days · 09/03–10/02
First reports over 5%: 241; Last 30 days · 09/03–10/02
Dropped below 5%: 83; Last 30 days · 09/03–10/02

5% stake reports

Safety Insurance Group SAFT

	Holder			Kind
07/29	SRB07/29	1.75%257,164 sh	−10.5pp	13G passiveAmendment
05/12	State Street05/12	5.2%757,977 sh	First report	13G passive
04/30	Vanguard Capital Management04/30	5.19%760,299 sh	First report	13G passive
04/29	Vanguard Portfolio Management04/29	5.81%851,434 sh	First report	13G passive
25/10/31	Victory Capital Management25/10/31	0.02%3,203 sh	−6.1pp	13G passiveAmendment
25/07/17	BlackRock25/07/17	14.3%2,134,011 sh	−1.4pp	13G passiveAmendment