STC — Stewart Information Services C

Ownership history in Outlook Wealth Advisors, LLC  ·  30 quarters on record

AI Ownership Summary

Outlook Wealth Advisors, LLC reported Stewart Information Services C (STC) in 30 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 2.87% in 2023 Q4. 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 Outlook Wealth Advisors, 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 Q1

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

High-water mark
Peak Conviction
2.87% in 2023 Q4

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

Time in book
Holding Window
2023 Q4 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 Outlook Wealth Advisors, LLC fund profile Outlook Wealth Advisors, LLC full holdings
How Outlook Wealth Advisors, 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 10 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 49,931 +95 +0.2% 0.00% $6K 2026-04-17 $67.52
2025 Q4 UNCHANGED 49,836 — 0% 0.00% $422 2026-02-11 $70.21
2025 Q3 REDUCED 49,836 -49,831 -50.0% 0.91% $3.7M 2025-10-30 $68.68
2025 Q2 UNCHANGED 99,667 — 0% 1.67% $6.5M 2025-08-11 $66.43
2025 Q1 UNCHANGED 99,667 — 0% 1.98% $7.1M 2025-04-14 $64.56
2024 Q4 UNCHANGED 99,667 — 0% 1.93% $6.7M 2025-01-14 $59.03
2024 Q3 REDUCED 99,667 -10,000 -9.1% 2.14% $7.4M 2024-10-23 $64.46
2024 Q2 UNCHANGED 109,667 — 0% 0.01% $41K 2024-07-18 $66.04
2024 Q1 REDUCED 109,667 -30,000 -21.5% 2.20% $7.1M 2024-04-22 $58.89
2023 Q4 UNCHANGED 139,667 — 0% 2.87% $8.2M 2024-01-29 $59.43
20 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% CONFLUENCE INVESTMENT MANAGEMENT LLC 3Y 7Y 0.02% 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% VALLEY NATIONAL ADVISERS INC 3Y 7Y 0.0% Farther Finance Advisors, LLC 0.0% NBC SECURITIES, INC. 0.0% SG Americas Securities, LLC 3Y 7Y 0.0%

FAQ About Outlook Wealth Advisors, 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 Outlook Wealth Advisors, LLC reported owning STC?

Outlook Wealth Advisors, LLC reported STC across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported STC position in Outlook Wealth Advisors, LLC's portfolio?

The largest reported portfolio weight for STC was 2.87% in 2023 Q4.

What is the latest reported STC position on this page?

The most recent filing on this page is 2026 Q1, when Outlook Wealth Advisors, LLC reported 49,931 shares, equal to 0.00% of portfolio, with an estimated market value of $6K.

What does the chart on this STC ownership page compare?

The chart compares Outlook Wealth Advisors, 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.

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