Filing Research | STC - STEWART INFORMATION SVCS COR Institutional Holdings

Snapshot holdings

44 / 44 loaded

#		Instrument	quantity
1	DAVENPORT & Co LLC	Shares	416.9KSH	$27.5M
2	Tributary Capital Management, LLC	Shares	249.5KSH	$16.5M
3	PEREGRINE CAPITAL MANAGEMENT LLC	Shares	67.8KSH	$4.5M
4	CONFLUENCE INVESTMENT MANAGEMENT LLC	Shares	23.7KSH	$1.6M
5	Louisiana State Employees Retirement System	Shares	13.3KSH	$878.1K
6	Unison Advisors LLC	Shares	13.1KSH	$866.6K
7	Curated Wealth Partners LLC	Shares	692SH	$798.8K
8	EXCHANGE TRADED CONCEPTS, LLC	Shares	11.6KSH	$768.0K
9	Assenagon Asset Management S.A.	Shares	10.5KSH	$693.2K
10	Police & Firemen's Retirement System of New Jersey	Shares	9.0KSH	$597.0K
11	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	8.1KSH	$532.6K
12	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	7.2KSH	$476.3K
13	Envestnet Portfolio Solutions, Inc.	Shares	6.4KSH	$419.3K
14	FIRST CITIZENS BANK & TRUST CO	Shares	5.9KSH	$387.7K
15	Y-Intercept (Hong Kong) Ltd	Shares	3.3KSH	$215.0K
16	Farther Finance Advisors, LLC	Shares	2.3KSH	$153.3K
17	Kings Path Partners LLC	Shares	1.1KSH	$69.3K
18	Versant Capital Management, Inc	Shares	595SH	$39.3K
19	GAMMA Investing LLC	Shares	482SH	$31.8K
20	Blue Trust, Inc.	Shares	425SH	$28.1K
21	SBI Securities Co., Ltd.	Shares	278SH	$18.4K
22	LANARK FINANCIAL, INC.	Shares	141SH	$9.4K
23	SIGNATUREFD, LLC	Shares	124SH	$8.2K
24	IFP Advisors, Inc	Shares	50SH	$3.3K
25	NEW YORK STATE TEACHERS RETIREMENT SYSTEM	Shares	39.0KSH	$2.6K
26	EverSource Wealth Advisors, LLC	Shares	31SH	$2.0K
27	Torren Management, LLC	Shares	27SH	$1.8K
28	FARMERS & MERCHANTS INVESTMENTS INC	Shares	16SH	$1.1K
29	State of Alaska, Department of Revenue	Shares	11.2KSH	$740
30	MassMutual Private Wealth & Trust, FSB	Shares	11SH	$726
31	Handelsbanken Fonder AB	Shares	10.1KSH	$667
32	JFS WEALTH ADVISORS, LLC	Shares	10SH	$661
33	Spire Wealth Management	Shares	10SH	$660
34	AMALGAMATED BANK	Shares	8.2KSH	$540
35	GILPIN WEALTH MANAGEMENT, LLC	Shares	7SH	$463
36	True Wealth Design, LLC	Shares	4SH	$265
37	Creative Capital Management Investments LLC	Shares	4SH	$264
38	Fortitude Family Office, LLC	Shares	4SH	$264
39	SJS Investment Consulting Inc.	Shares	2SH	$133
40	Davis Capital Management	Shares	2SH	$132
41	Hughes Financial Services, LLC	Shares	2SH	$132
42	LRI Investments, LLC	Shares	1SH	$66
43	CX Institutional	Shares	91SH	$6
44	Capital Advisors, Ltd. LLC	Shares	38SH	$3

Manager changes2026-06-30 vs 2026-03-31

46 / 46 loaded

#		Instrument
1	DAVENPORT & Co LLC added	Shares	+26.3K	+$3.7M	$27.5M
2	PEREGRINE CAPITAL MANAGEMENT LLC added	Shares	+13.1K	+$1.1M	$4.5M
3	Curated Wealth Partners LLC new	Shares	+692	+$798.8K	$798.8K
4	Assenagon Asset Management S.A. new	Shares	+10.5K	+$693.2K	$693.2K
5	Tributary Capital Management, LLC trimmed	Shares	-7.4K	+$651.9K	$16.5M
6	Y-Intercept (Hong Kong) Ltd new	Shares	+3.3K	+$215.0K	$215.0K
7	FIRST CITIZENS BANK & TRUST CO added	Shares	+1.7K	+$131.4K	$387.7K
8	Envestnet Portfolio Solutions, Inc. added	Shares	+1.6K	+$127.5K	$419.3K
9	Police & Firemen's Retirement System of New Jersey added	Shares	+1.3K	+$123.0K	$597.0K
10	Unison Advisors LLC added	Shares	+94	+$64.1K	$866.6K
11	Louisiana State Employees Retirement System trimmed	Shares	-100	+$52.9K	$878.1K
12	Farther Finance Advisors, LLC added	Shares	+614	+$49.1K	$153.3K
13	EXCHANGE TRADED CONCEPTS, LLC trimmed	Shares	-174	+$40.9K	$768.0K
14	YOUSIF CAPITAL MANAGEMENT, LLC added	Shares	+14	+$36.7K	$532.6K
15	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS trimmed	Shares	-259	+$16.1K	$476.3K
16	IFP Advisors, Inc added	Shares	+29	+$2.0K	$3.3K
17	SIGNATUREFD, LLC added	Shares	+20	+$1.8K	$8.2K
18	Blue Trust, Inc. trimmed	Shares	-2	+$1.8K	$28.1K
19	SBI Securities Co., Ltd. unchanged	Shares	0	+$1.2K	$18.4K
20	MassMutual Private Wealth & Trust, FSB new	Shares	+11	+$726	$726
21	LANARK FINANCIAL, INC. unchanged	Shares	0	+$630	$9.4K
22	GILPIN WEALTH MANAGEMENT, LLC new	Shares	+7	+$463	$463
23	JFS WEALTH ADVISORS, LLC added	Shares	+4	+$291	$661
24	NEW YORK STATE TEACHERS RETIREMENT SYSTEM added	Shares	+1.8K	+$286	$2.6K
25	Creative Capital Management Investments LLC new	Shares	+4	+$264	$264
26	Davis Capital Management new	Shares	+2	+$132	$132
27	Torren Management, LLC unchanged	Shares	0	+$123	$1.8K
28	FARMERS & MERCHANTS INVESTMENTS INC unchanged	Shares	0	+$71	$1.1K
29	LRI Investments, LLC new	Shares	+1	+$66	$66
30	Spire Wealth Management unchanged	Shares	0	+$44	$660
31	Handelsbanken Fonder AB trimmed	Shares	-300	+$27	$667
32	Fortitude Family Office, LLC unchanged	Shares	0	+$18	$264
33	True Wealth Design, LLC unchanged	Shares	0	+$18	$265
34	AMALGAMATED BANK trimmed	Shares	-447	+$9	$540
35	Hughes Financial Services, LLC unchanged	Shares	0	+$9	$132
36	SJS Investment Consulting Inc. unchanged	Shares	0	+$9	$133
37	Capital Advisors, Ltd. LLC unchanged	Shares	0	+$1	$3
38	CX Institutional unchanged	Shares	0	$0	$6
39	Vermillion Wealth Management, Inc. exited	Shares	-1	-$62	$0
40	State of Alaska, Department of Revenue trimmed	Shares	-4.9K	-$252	$740
41	Versant Capital Management, Inc trimmed	Shares	-74	-$1.9K	$39.3K
42	CONFLUENCE INVESTMENT MANAGEMENT LLC trimmed	Shares	-1.7K	-$2.2K	$1.6M
43	GAMMA Investing LLC trimmed	Shares	-80	-$2.8K	$31.8K
44	Kings Path Partners LLC unchanged	Shares	0	-$4.5K	$69.3K
45	EverSource Wealth Advisors, LLC trimmed	Shares	-198	-$12.1K	$2.0K
46	Diversified Trust Co exited	Shares	-3.5K	-$217.6K	$0