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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
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

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Confluence Investment Management's STC Position: Q2 2026 in Review

Confluence Investment Management reduced its Stewart Information Services (STC) stake by 6.9% in Q2 2026, selling an estimated $116K and leaving 23,716 shares worth $1.57M. The position accounts for 0.02% of the portfolio, ranked #168.

Confluence Investment Management first reported a position in STC in Q4 2022 and has held it in 15 quarters since. The position peaked at $5.33M in Q4 2023. 247 funds tracked by Wall St. Rank hold STC as of Q2 2026.

  • Confluence Investment Management held 23,716 shares of Stewart Information Services worth $1.57M as of Q2 2026.
  • Confluence Investment Management sold 1,745 Stewart Information Services shares in Q2 2026, an estimated $116K.
  • Stewart Information Services made up 0.02% of Confluence Investment Management's portfolio in Q2 2026, its #168 holding.
  • Confluence Investment Management first reported a position in Stewart Information Services in Q4 2022 and has held it in 15 quarters since.
  • Confluence Investment Management's Stewart Information Services position peaked at $5.33M in Q4 2023.
  • 247 funds tracked by Wall St. Rank held Stewart Information Services as of Q2 2026.

Based on Confluence Investment Management's 13F filing for Q2 2026, filed 1 Jul 2026.