Copeland Capital Management’s Stewart Information Services STC Stock Holding History

Copeland Capital 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	$76.6K	Sell	1,161 -38	-3%	-$2.53K	﹤0.01%	209
2026 Q1	$73.8K	Buy	1,199 +80	+7%	+$5.33K	﹤0.01%	194
2025 Q4	$78.6K	Hold	1,119	–	–	﹤0.01%	178
2025 Q3	$82K	Buy	1,119 +550	+97%	+$37.8K	﹤0.01%	175
2025 Q2	$37K	Sell	569 -302	-35%	-$19.4K	﹤0.01%	209
2025 Q1	$62.1K	Buy	871 +46	+6%	+$3.11K	﹤0.01%	165
2024 Q4	$55.7K	Buy	825 +13	+2%	+$930	﹤0.01%	187
2024 Q3	$60.7K	Buy	+812	New	+$57.4K	﹤0.01%	164
2024 Q2	–	Sell	-550	Closed	-$35.8K	–	236
2024 Q1	$35.8K	Buy	550 +5	+0.9%	+$304	﹤0.01%	171
2023 Q4	$32K	Sell	545 -168	-24%	-$7.97K	﹤0.01%	171
2023 Q3	$31.2K	Buy	713 +6	+0.8%	+$271	﹤0.01%	166
2023 Q2	$29.1K	Buy	+707	New	+$29.9K	﹤0.01%	177

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

Neuberger Berman Group New York $150B AUM 40.08% 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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 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

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Copeland Capital Management's STC Position: Q2 2026 in Review

Copeland Capital Management reduced its Stewart Information Services (STC) stake by 3.2% in Q2 2026, selling an estimated $2.53K and leaving 1,161 shares worth $76.6K. The position accounts for ﹤0.01% of the portfolio, ranked #209.

Copeland Capital Management first reported a position in STC in Q2 2023 and has held it in 12 quarters since. The position peaked at $82K in Q3 2025. 249 funds tracked by Wall St. Rank hold STC as of Q2 2026.

Copeland Capital Management held 1,161 shares of Stewart Information Services worth $76.6K as of Q2 2026.
Copeland Capital Management sold 38 Stewart Information Services shares in Q2 2026, an estimated $2.53K.
Stewart Information Services made up ﹤0.01% of Copeland Capital Management's portfolio in Q2 2026, its #209 holding.
Copeland Capital Management first reported a position in Stewart Information Services in Q2 2023 and has held it in 12 quarters since.
Copeland Capital Management's Stewart Information Services position peaked at $82K in Q3 2025.
249 funds tracked by Wall St. Rank held Stewart Information Services as of Q2 2026.

Based on Copeland Capital Management's 13F filing for Q2 2026, filed 4 Aug 2026.