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Diversified Trust’s Stewart Information Services STC Stock Holding History

Diversified Trust’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 		– Sell
-3,534
Closed -$218K – 1195
2026
Q1 		$218K Buy
+3,534
New +$235K ﹤0.01% 953
2022
Q4 		– Sell
-6,036
Closed -$263K – 854
2022
Q3 		$263K Buy
6,036
+108
+2% +$5.52K 0.01% 585
2022
Q2 		$295K Buy
5,928
+290
+5% +$15.6K 0.01% 569
2022
Q1 		$342K Sell
5,638
-1,470
-21% -$102K 0.01% 572
2021
Q4 		$567K Buy
7,108
+1,977
+39% +$145K 0.02% 415
2021
Q3 		$325K Hold
5,131
– – 0.01% 558
2021
Q2 		$291K Sell
5,131
-205
-4% -$12K 0.01% 557
2021
Q1 		$278K Sell
5,336
-386
-7% -$19.6K 0.01% 574
2020
Q4 		$277K Buy
5,722
+1,098
+24% +$50.1K 0.01% 536
2020
Q3 		$202K Buy
+4,624
New +$187K 0.01% 579

Other funds holding STC

DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
CWP
Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Diversified Trust's STC Position: Q2 2026 in Review

Diversified Trust sold out of Stewart Information Services (STC) in Q2 2026, closing a stake of 3,534 shares — an estimated $218K sold.

Diversified Trust first reported a position in STC in Q3 2020 and held it in 10 quarters. The position peaked at $567K in Q4 2021. 23 funds tracked by Wall St. Rank hold STC as of Q2 2026.

  • Diversified Trust reported no remaining Stewart Information Services position as of Q2 2026 after selling out during the quarter.
  • Diversified Trust sold 3,534 Stewart Information Services shares in Q2 2026, an estimated $218K.
  • Diversified Trust first reported a position in Stewart Information Services in Q3 2020 and held it in 10 quarters.
  • Diversified Trust's Stewart Information Services position peaked at $567K in Q4 2021.
  • 23 funds tracked by Wall St. Rank held Stewart Information Services as of Q2 2026.

Based on Diversified Trust's 13F filing for Q2 2026, filed 17 Jul 2026.