HFO
STC icon

Heritage Family Offices’s Stewart Information Services STC Stock Holding History

Heritage Family Offices’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
Q1 		– Sell
-3,552
Closed -$250K – 237
2025
Q4 		$250K Sell
3,552
-460
-11% -$33.1K 0.11% 162
2025
Q3 		$294K Buy
4,012
+173
+5% +$11.9K 0.14% 137
2025
Q2 		$275K Sell
3,839
-1
-0% -$64 0.14% 134
2025
Q1 		$274K Buy
3,840
+310
+9% +$21K 0.14% 133
2024
Q4 		$238K Buy
3,530
+296
+9% +$21.2K 0.12% 161
2024
Q3 		$242K Sell
3,234
-45
-1% -$3.18K 0.12% 153
2024
Q2 		$204K Buy
+3,279
New +$205K 0.11% 164

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

Heritage Family Offices's STC Position: Q1 2026 in Review

Heritage Family Offices sold out of Stewart Information Services (STC) in Q1 2026, closing a stake of 3,552 shares — an estimated $250K sold.

Heritage Family Offices first reported a position in STC in Q2 2024 and held it in 7 quarters. The position peaked at $294K in Q3 2025. 244 funds tracked by Wall St. Rank hold STC as of Q1 2026.

  • Heritage Family Offices reported no remaining Stewart Information Services position as of Q1 2026 after selling out during the quarter.
  • Heritage Family Offices sold 3,552 Stewart Information Services shares in Q1 2026, an estimated $250K.
  • Heritage Family Offices first reported a position in Stewart Information Services in Q2 2024 and held it in 7 quarters.
  • Heritage Family Offices's Stewart Information Services position peaked at $294K in Q3 2025.
  • 244 funds tracked by Wall St. Rank held Stewart Information Services as of Q1 2026.

Based on Heritage Family Offices's 13F filing for Q1 2026, filed 8 Apr 2026.