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

Venturi 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
2025
Q1 		– Sell
-64
Closed -$4.32K – 1653
2024
Q4 		$4.32K Buy
+64
New +$4.58K ﹤0.01% 1731

Other funds holding STC

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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Venturi Wealth Management's STC Position: Q1 2025 in Review

Venturi Wealth Management sold out of Stewart Information Services (STC) in Q1 2025, closing a stake of 64 shares — an estimated $4.32K sold.

Venturi Wealth Management first reported a position in STC in Q4 2024 and held it in 1 quarter. The position peaked at $4.32K in Q4 2024. 224 funds tracked by Wall St. Rank hold STC as of Q1 2025.

  • Venturi Wealth Management reported no remaining Stewart Information Services position as of Q1 2025 after selling out during the quarter.
  • Venturi Wealth Management sold 64 Stewart Information Services shares in Q1 2025, an estimated $4.32K.
  • Venturi Wealth Management first reported a position in Stewart Information Services in Q4 2024 and held it in 1 quarter.
  • Venturi Wealth Management's Stewart Information Services position peaked at $4.32K in Q4 2024.
  • 224 funds tracked by Wall St. Rank held Stewart Information Services as of Q1 2025.

Based on Venturi Wealth Management's 13F filing for Q1 2025, filed 6 May 2025.