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Beacon Harbor Wealth Advisors’s Stewart Information Services STC Stock Holding History

Beacon Harbor Wealth Advisors’s Portfolio STC Stock Details STC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-88,625
Closed -$6.23M – 76
2025
Q4 		$6.23M Buy
+88,625
New +$6.38M 1.38% 37

Other funds holding STC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Beacon Harbor Wealth Advisors's STC Position: Q1 2026 in Review

Beacon Harbor Wealth Advisors sold out of Stewart Information Services (STC) in Q1 2026, closing a stake of 88,625 shares — an estimated $6.23M sold.

Beacon Harbor Wealth Advisors first reported a position in STC in Q4 2025 and held it in 1 quarter. The position peaked at $6.23M in Q4 2025. 244 funds tracked by Wall St. Rank hold STC as of Q1 2026.

  • Beacon Harbor Wealth Advisors reported no remaining Stewart Information Services position as of Q1 2026 after selling out during the quarter.
  • Beacon Harbor Wealth Advisors sold 88,625 Stewart Information Services shares in Q1 2026, an estimated $6.23M.
  • Beacon Harbor Wealth Advisors first reported a position in Stewart Information Services in Q4 2025 and held it in 1 quarter.
  • Beacon Harbor Wealth Advisors's Stewart Information Services position peaked at $6.23M in Q4 2025.
  • 244 funds tracked by Wall St. Rank held Stewart Information Services as of Q1 2026.

Based on Beacon Harbor Wealth Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.