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

Gilpin 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
2026
Q3 		$299 Sell
6
-1
-14% -$67 ﹤0.01% 1007
2026
Q2 		$463 Buy
+7
New +$466 ﹤0.01% 705
2026
Q1 		– Sell
-3
Closed -$211 – 1074
2025
Q4 		$211 Buy
+3
New +$216 ﹤0.01% 649

Other funds holding STC

CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
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
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

Gilpin Wealth Management's STC Position: Q3 2026 in Review

Gilpin Wealth Management reduced its Stewart Information Services (STC) stake by 14% in Q3 2026, selling an estimated $67 and leaving 6 shares worth $299. The position accounts for ﹤0.01% of the portfolio, ranked #1007.

Gilpin Wealth Management first reported a position in STC in Q4 2025 and has held it in 3 quarters since. The position peaked at $463 in Q2 2026. 9 funds tracked by Wall St. Rank hold STC as of Q3 2026.

  • Gilpin Wealth Management held 6 shares of Stewart Information Services worth $299 as of Q3 2026.
  • Gilpin Wealth Management sold 1 Stewart Information Services share in Q3 2026, an estimated $67.
  • Stewart Information Services made up ﹤0.01% of Gilpin Wealth Management's portfolio in Q3 2026, its #1007 holding.
  • Gilpin Wealth Management first reported a position in Stewart Information Services in Q4 2025 and has held it in 3 quarters since.
  • Gilpin Wealth Management's Stewart Information Services position peaked at $463 in Q2 2026.
  • 9 funds tracked by Wall St. Rank held Stewart Information Services as of Q3 2026.

Based on Gilpin Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.