Buckley Wealth Management’s Stewart Information Services STC Stock Holding History

Buckley Wealth Management’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
2025 Q3	–	Sell	-3,500	Closed	-$228K	–	109
2025 Q2	$228K	Hold	3,500	–	–	0.07%	102
2025 Q1	$250K	Hold	3,500	–	–	0.08%	93
2024 Q4	$236K	Hold	3,500	–	–	0.07%	92
2024 Q3	$262K	Sell	3,500 -2,963	-46%	-$210K	0.08%	92
2024 Q2	$401K	Hold	6,463	–	–	0.13%	86
2024 Q1	$420K	Hold	6,463	–	–	0.13%	87
2023 Q4	$380K	Hold	6,463	–	–	0.13%	89
2023 Q3	$283K	Hold	6,463	–	–	0.11%	91
2023 Q2	$266K	Hold	6,463	–	–	0.09%	106
2023 Q1	$261K	Sell	6,463 -1,962	-23%	-$85.9K	0.1%	95
2022 Q4	$360K	Sell	8,425 -1,000	-11%	-$41.9K	0.13%	89
2022 Q3	$411K	Hold	9,425	–	–	0.15%	93
2022 Q2	$469K	Hold	9,425	–	–	0.15%	94
2022 Q1	$571K	Hold	9,425	–	–	0.15%	93
2021 Q4	$751K	Hold	9,425	–	–	0.22%	81
2021 Q3	$596K	Hold	9,425	–	–	0.19%	82
2021 Q2	$534K	Buy	9,425 +1,000	+12%	+$58.4K	0.18%	85
2021 Q1	$438K	Hold	8,425	–	–	0.16%	90
2020 Q4	$407K	Hold	8,425	–	–	0.17%	87
2020 Q3	$368K	Sell	8,425 -24,000	-74%	-$970K	0.17%	89
2020 Q2	$1.05M	Buy	32,425 +1,456	+5%	+$43.8K	0.48%	38
2020 Q1	$826K	Buy	30,969 +7,969	+35%	+$293K	0.45%	39
2019 Q4	$938K	Sell	23,000 -15,000	-39%	-$615K	0.43%	38
2019 Q3	$1.47M	Hold	38,000	–	–	0.72%	27
2019 Q2	$1.54M	Hold	38,000	–	–	0.72%	29
2019 Q1	$1.62M	Hold	38,000	–	–	0.77%	28
2018 Q4	$1.57M	Hold	38,000	–	–	0.81%	26
2018 Q3	$1.71M	Hold	38,000	–	–	0.75%	31
2018 Q2	$1.64M	Hold	38,000	–	–	0.77%	31
2018 Q1	$1.67M	Hold	38,000	–	–	0.83%	31
2017 Q4	$1.61M	Buy	+38,000	New	+$1.5M	0.81%	31

Other funds holding STC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Buckley Wealth Management's STC Position: Q3 2025 in Review

Buckley Wealth Management sold out of Stewart Information Services (STC) in Q3 2025, closing a stake of 3,500 shares — an estimated $228K sold.

Buckley Wealth Management first reported a position in STC in Q4 2017 and held it in 31 quarters. The position peaked at $1.71M in Q3 2018. 227 funds tracked by Wall St. Rank hold STC as of Q3 2025.

Buckley Wealth Management reported no remaining Stewart Information Services position as of Q3 2025 after selling out during the quarter.
Buckley Wealth Management sold 3,500 Stewart Information Services shares in Q3 2025, an estimated $228K.
Buckley Wealth Management first reported a position in Stewart Information Services in Q4 2017 and held it in 31 quarters.
Buckley Wealth Management's Stewart Information Services position peaked at $1.71M in Q3 2018.
227 funds tracked by Wall St. Rank held Stewart Information Services as of Q3 2025.

Based on Buckley Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.