SRH Total Return Fund

STEW · NYSE

$18.00−$0.12 (−0.66%)TodayMarket closed ·
Prev close $18.12

Who owns STEW

Largest institutional holders, from their latest 13F filings

The 10 largest institutions hold 55.1% of STEW’s shares.

  • Susan L Ciciora Trust24.2%
  • Stewart West Indies Trust17.5%
  • Gearhart & Associates3.6%
  • Morgan Stanley Smith Barney LLC2.1%
  • Next 6 largest institutions7.6%
  • All other shareholders44.9%
Top institutional holders of STEW
HolderShares% of shares
Susan L Ciciora Trust23.35M24.21%
Stewart West Indies Trust16.90M17.52%
Gearhart & Associates3.51M3.64%
Morgan Stanley Smith Barney LLC1.99M2.07%
JP Wealth Management, Inc1.57M1.63%
Bulldog Investors, LLP1.35M1.40%
Jack Trust1.15M1.19%
Courtney Trust1.15M1.19%
Amanda Trust1.15M1.19%
John Ciciora Trust967.01K1.00%

Largest mutual fund holders

Top mutual fund holders of STEW
HolderShares% of shares
Special Opportunities Fund, Inc.1.12M1.16%
Cohen & Steers Closed End Opportunity Fund256.16K0.27%
Total Return Securities Fund230.00K0.24%
Matisse Discounted Closed-End Fund Strategy150.00K0.16%
Calamos CEF Income & Arbitrage ETF28.21K0.03%

Insider trades

Form 4 filings by officers, directors and large holders

Over the last 6 months, insiders bought $87.65K (1 trade) of STEW on the open market, with no sales.

Latest STEW insider transactions
InsiderTypeSharesValue
Hemmer Jacob EBuy5.00K$87.65K

Short interest

Settled Sep 30, 2026

Shares short
37.04K
Days to cover
1.00
% of shares outstanding
0.04%
Average daily volume
57.59K
Change since last report
+750.1%

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