Insiders Sell Big, Buyers Emerge

A 10% shareholder in SAFT (Safety Insurance Group) went on a sustained selling run. SRB Corp filed this week showing it dumped over $132M worth of shares across multiple transactions in July alone. The heaviest day was July 27, when filings showed two separate sales worth $79.8M and $48.1M at around $103 per share.

VSXY (Victoria's Secret) also saw a major holder exit. Singapore-based BBRC International, a 10% owner, filed sales totalling nearly $97M across late July. Shares were sold in the $88–$90 range. The filings appeared between July 24 and July 29.

On the buying side, the founding family of GSHD (Goosehead Insurance) faces a split. Durable Capital Partners filed purchases of roughly $8.9M last week. At the same time, the founding Jones family trust filed sales of over $9M in the same stock. The divergence between a major institutional shareholder buying and the founding family selling is a pattern worth watching.

In Europe, Delfin SARL — the Del Vecchio family holding — filed a $18.8M purchase in EL (EssilorLuxottica) on July 29. The family has repeatedly added shares near the €164 level.

This is not financial advice.