CONFLUENCE INVESTMENT MANAGEMENT LLC STC — Stewart Information Services

Ownership history in CONFLUENCE INVESTMENT MANAGEMENT LLC  ·  13 quarters on record

AI Ownership Summary

CONFLUENCE INVESTMENT MANAGEMENT LLC reported Stewart Information Services (STC) in 13 quarterly 13F filings from 2024 Q1 through 2026 Q1. Peak portfolio weight reached 0.08% in 2024 Q3. The latest visible filing shows STC at 0.02% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this STC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was CONFLUENCE INVESTMENT MANAGEMENT LLC's position in Stewart Information Services, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

STC was reported at 0.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.08% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

STC stock page CONFLUENCE INVESTMENT MANAGEMENT LLC fund profile CONFLUENCE INVESTMENT MANAGEMENT LLC full holdings
How CONFLUENCE INVESTMENT MANAGEMENT LLC held STC — position size vs. price
% of Fund (quarterly)    STC price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 25,461 -9,607 -27.4% 0.02% $1.6M 2026-05-15 (Est.) $71.67
2025 Q4 REDUCED 20.5% -11.6% ✅ 35,068 -9,063 -20.5% 0.04% $2.5M 2026-01-05 $70.78
2025 Q3 REDUCED 8.6% -2.7% ✅ 44,131 -4,132 -8.6% 0.05% $3.2M 2025-10-14 $68.78
2025 Q2 REDUCED 7.0% +13.9% ❌ 48,263 -3,631 -7.0% 0.04% $3.1M 2025-07-01 $64.58
2025 Q1 REDUCED 7.3% -8.0% ✅ 51,894 -4,071 -7.3% 0.05% $3.7M 2025-04-01 $69.55
2024 Q4 REDUCED 38.3% +6.5% ❌ 55,965 -34,747 -38.3% 0.05% $3.8M 2025-01-02 $63.41
2024 Q3 ADDED — — — 90,712 +31,717 +53.8% 0.08% $5.3M 2024-11-05 $65.93
2024 Q2 REDUCED 21.9% +21.2% ❌ 58,995 -16,581 -21.9% 0.05% $3.7M 2024-07-01 $59.16
2024 Q1 REDUCED 25.9% -3.6% ✅ 75,576 -26,470 -25.9% 0.07% $4.9M 2024-04-01 $60.39
4 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding STC

As of 2026 Q1 — sorted by position size

DAVENPORT & Co LLC 3Y 7Y 0.13% PEREGRINE CAPITAL MANAGEMENT LLC 3Y 7Y 0.13% Louisiana State Employees Retirement System 3Y 7Y 0.01% State of Alaska, Department of Revenue 3Y 7Y 0.01% YOUSIF CAPITAL MANAGEMENT, LLC 3Y 0.01% EXCHANGE TRADED CONCEPTS, LLC 3Y 0.01% Versant Capital Management, Inc 3Y 7Y 0.0% Diversified Trust Co 3Y 7Y 0.0% GAMMA Investing LLC 0.0% Outlook Wealth Advisors, LLC 3Y 7Y 0.0%

FAQ About CONFLUENCE INVESTMENT MANAGEMENT LLC and STC

These are the practical questions this page is built to answer before you even open the full history table.

How long has CONFLUENCE INVESTMENT MANAGEMENT LLC reported owning STC?

CONFLUENCE INVESTMENT MANAGEMENT LLC reported STC across 9 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported STC position in CONFLUENCE INVESTMENT MANAGEMENT LLC's portfolio?

The largest reported portfolio weight for STC was 0.08% in 2024 Q3.

What is the latest reported STC position on this page?

The most recent filing on this page is 2026 Q1, when CONFLUENCE INVESTMENT MANAGEMENT LLC reported 25,461 shares, equal to 0.02% of portfolio, with an estimated market value of $1.6M.

What does the chart on this STC ownership page compare?

The chart compares CONFLUENCE INVESTMENT MANAGEMENT LLC's quarterly STC portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did CONFLUENCE INVESTMENT MANAGEMENT LLC time their STC position?

Based on 13F filing dates vs. subsequent STC price moves, CONFLUENCE INVESTMENT MANAGEMENT LLC correctly timed 3 out of 12 reported position changes (25%). The annualised alpha on STC relative to SPY over the holding period was +0.5%.

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