Palisades Safety & Insurance Association has recently filed a 13F Notice, signaling a shift in its investment strategy as of September 30, 2026. This filing is significant as it reflects the company's ongoing adjustments to its asset management approach, which may influence its future performance and strategies.
Background
Palisades Safety & Insurance Association, based in Woodbridge, New Jersey, is involved in the insurance sector. The company is managed by Plymouth Rock Management Company of NJ and has been active in filing various reports with the SEC. Its recent filings include multiple 13F Notices and N-PX forms, showcasing its engagement with regulatory requirements.
What the Filing Says
The filing, dated November 13, 2026, provides insights into the company's investment holdings as of September 30, 2026. While specific details regarding the assets were not disclosed in the filing, the submission type indicates a formal update on the company's investment strategy.
Impact
This filing may affect various stakeholders, including investors and competitors within the insurance industry. As Palisades Safety adjusts its investment strategy, other firms may need to reevaluate their positions and strategies in response to these changes.
What's Next
The filing does not say what happens next.
Company Information
Palisades Safety & Insurance Association operates under the management of Plymouth Rock Management Company of NJ. The company is incorporated in New Jersey and has a fiscal year that ends on December 31st. Its business address is located at 581 Main Street, 4th Floor, Woodbridge, NJ 07095, and it can be reached at the phone number 908-790-7800.
Filing Details
The 13F Notice was filed on November 13, 2026, and pertains to the reporting period that ended on September 30, 2026. This filing is categorized as a non-amendment, indicating that it is the initial submission for this reporting period.
Management and Signature
The filing was signed by Stephen G. Kalinsky, who serves as the President of Plymouth Rock Management Company of NJ. His contact number is 732-978-6091, and the signature was dated the same day as the filing.
Additional Managers
The filing mentions another manager, SRB Corp, which has its own SEC file number (801-73734) and a separate 13F filing number (028-15030). This indicates that Palisades Safety & Insurance Association collaborates with other management entities in its investment strategies.
Missing Information
The filing does not include specific details regarding the actual investment holdings or the total value of assets managed by Palisades Safety & Insurance Association. Additionally, there is no information provided about any changes in investment strategy or specific asset allocations that may have occurred during the reporting period.
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