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Confluence Investment Management’s Stewart Information Services STC Stock Holding History

Confluence Investment 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
2026
Q3 		$910K Sell
18,308
-5,408
-23% -$362K 0.02% 221
2026
Q2 		$1.57M Sell
23,716
-1,745
-7% -$116K 0.02% 168
2026
Q1 		$1.57M Sell
25,461
-9,607
-27% -$640K 0.02% 165
2025
Q4 		$2.46M Sell
35,068
-9,063
-21% -$653K 0.04% 149
2025
Q3 		$3.24M Sell
44,131
-4,132
-9% -$284K 0.05% 136
2025
Q2 		$3.14M Sell
48,263
-3,631
-7% -$233K 0.04% 143
2025
Q1 		$3.7M Sell
51,894
-4,071
-7% -$276K 0.05% 143
2024
Q4 		$3.78M Sell
55,965
-774
-1% -$55.3K 0.05% 145
2024
Q3 		$4.24M Sell
56,739
-2,256
-4% -$160K 0.06% 141
2024
Q2 		$3.66M Sell
58,995
-16,581
-22% -$1.04M 0.05% 147
2024
Q1 		$4.92M Sell
75,576
-15,136
-17% -$921K 0.07% 132
2023
Q4 		$5.33M Sell
90,712
-11,334
-11% -$538K 0.08% 132
2023
Q3 		$4.47M Sell
102,046
-7,088
-6% -$321K 0.07% 136
2023
Q2 		$4.49M Sell
109,134
-7,035
-6% -$297K 0.07% 141
2023
Q1 		$4.69M Buy
116,169
+60,832
+110% +$2.66M 0.07% 143
2022
Q4 		$2.37M Buy
+55,337
New +$2.32M 0.04% 176

Other funds holding STC

FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
GWM
Gilpin Wealth Management Denver, Colorado $148M AUM 25.13% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

Confluence Investment Management's STC Position: Q3 2026 in Review

Confluence Investment Management reduced its Stewart Information Services (STC) stake by 23% in Q3 2026, selling an estimated $362K and leaving 18,308 shares worth $910K. The position accounts for 0.02% of the portfolio, ranked #221.

Confluence Investment Management first reported a position in STC in Q4 2022 and has held it in 16 quarters since. The position peaked at $5.33M in Q4 2023. 9 funds tracked by Wall St. Rank hold STC as of Q3 2026.

  • Confluence Investment Management held 18,308 shares of Stewart Information Services worth $910K as of Q3 2026.
  • Confluence Investment Management sold 5,408 Stewart Information Services shares in Q3 2026, an estimated $362K.
  • Stewart Information Services made up 0.02% of Confluence Investment Management's portfolio in Q3 2026, its #221 holding.
  • Confluence Investment Management first reported a position in Stewart Information Services in Q4 2022 and has held it in 16 quarters since.
  • Confluence Investment Management's Stewart Information Services position peaked at $5.33M in Q4 2023.
  • 9 funds tracked by Wall St. Rank held Stewart Information Services as of Q3 2026.

Based on Confluence Investment Management's 13F filing for Q3 2026, filed 1 Oct 2026.