Copeland Capital Management, LLC STC — STEWART INFORMATION SERVICES C

Ownership history in Copeland Capital Management, LLC  ·  13 quarters on record

AI Ownership Summary

Copeland Capital Management, LLC reported STEWART INFORMATION SERVICES C (STC) in 13 quarterly 13F filings from 2024 Q3 through 2026 Q3. The latest visible filing shows STC at 0.00% 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 Copeland Capital Management, LLC's position in STEWART INFORMATION SERVICES C, 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 Q3

STC was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2025 Q4

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

Time in book
Holding Window
2024 Q3 to 2026 Q3

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.

How Copeland Capital 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 Q3 ADDED — — — 1,172 +11 +0.9% 0.00% $58K 2026-10-13 $50.92
2026 Q2 REDUCED — — — 1,161 -38 -3.2% 0.00% $77K 2026-08-04 $68.09
2026 Q1 ADDED — — — 1,199 +80 +7.1% 0.00% $74K 2026-05-06 $67.87
2025 Q4 UNCHANGED — — — 1,119 — 0% 0.00% $79K 2026-01-29 $66.27
2025 Q3 ADDED — — — 1,119 +550 +96.7% 0.00% $82K 2025-10-17 $67.59
2025 Q2 REDUCED 34.7% +13.9% ❌ 569 -302 -34.7% 0.00% $37K 2025-07-21 $56.12
2025 Q1 ADDED — — — 871 +46 +5.6% 0.00% $62K 2025-04-24 $62.52
2024 Q4 ADDED — — — 825 +13 +1.6% 0.00% $56K 2025-01-24 $60.87
2024 Q3 ADDED — — — 812 +262 +47.6% 0.00% $61K 2024-10-21 $63.82
4 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Copeland Capital 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 Copeland Capital Management, LLC reported owning STC?

Copeland Capital Management, LLC reported STC across 9 quarterly 13F filings, from 2024 Q3 through 2026 Q3.

What was the largest reported STC position in Copeland Capital Management, LLC's portfolio?

The largest reported portfolio weight for STC was 0.00% in 2025 Q4.

What is the latest reported STC position on this page?

The most recent filing on this page is 2026 Q3, when Copeland Capital Management, LLC reported 1,172 shares, equal to 0.00% of portfolio, with an estimated market value of $58K.

What does the chart on this STC ownership page compare?

The chart compares Copeland Capital 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 Copeland Capital Management, LLC time their STC position?

Based on 13F filing dates vs. subsequent STC price moves, Copeland Capital Management, LLC correctly timed 5 out of 11 reported position changes (45%). The annualised alpha on STC relative to SPY over the holding period was -9.2%.

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