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

Penn 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 Q1	$2.56M	Buy	41,633 +4,200	+11%	+$280K	0.2%	83
2025 Q4	$2.63M	Buy	37,433 +5,940	+19%	+$428K	0.21%	88
2025 Q3	$2.31M	Buy	+31,493	New	+$2.17M	0.18%	91
2021 Q1	–	Sell	-122,494	Closed	-$5.92M	–	235
2020 Q4	$5.92M	Sell	122,494 -20,945	-15%	-$955K	0.75%	58
2020 Q3	$6.29M	Sell	143,439 -251,256	-64%	-$10.2M	0.79%	40
2020 Q2	$12.8M	Sell	394,695 -32,870	-8%	-$989K	1.67%	3
2020 Q1	$11.4M	Buy	427,565 +107,885	+34%	+$3.96M	1.88%	1
2019 Q4	$13M	Sell	319,680 -17,135	-5%	-$703K	1.37%	5
2019 Q3	$13.1M	Buy	+336,815	New	+$12.5M	1.36%	6
2015 Q4	–	Sell	-16,741	Closed	-$685K	–	275
2015 Q3	$685K	Sell	16,741 -238	-1%	-$9.45K	0.04%	256
2015 Q2	$676K	Buy	+16,979	New	+$650K	0.03%	264

Other funds holding STC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Penn Capital Management's STC Position: Q1 2026 in Review

Penn Capital Management increased its Stewart Information Services (STC) stake by 11% in Q1 2026, buying an estimated $280K and bringing the position to 41,633 shares worth $2.56M. The position accounts for 0.2% of the portfolio, ranked #83.

Penn Capital Management first reported a position in STC in Q2 2015 and has held it in 11 quarters since. The position peaked at $13.1M in Q3 2019. 244 funds tracked by Wall St. Rank hold STC as of Q1 2026.

Penn Capital Management held 41,633 shares of Stewart Information Services worth $2.56M as of Q1 2026.
Penn Capital Management bought 4,200 Stewart Information Services shares in Q1 2026, an estimated $280K.
Stewart Information Services made up 0.2% of Penn Capital Management's portfolio in Q1 2026, its #83 holding.
Penn Capital Management first reported a position in Stewart Information Services in Q2 2015 and has held it in 11 quarters since.
Penn Capital Management's Stewart Information Services position peaked at $13.1M in Q3 2019.
244 funds tracked by Wall St. Rank held Stewart Information Services as of Q1 2026.

Based on Penn Capital Management's 13F filing for Q1 2026, filed 7 May 2026.