SRH Total Return Fund, Inc.
STEW- Exchange
- NYSE
- SEC CIK
- 0000102426
No open-market purchases or sales by SRH Total Return Fund, Inc. insiders were filed in the last 90 days; 128 institutions reported holding it in 13F filings for Q2 2026, worth $352.2M in total; no superinvestor holds it.
Key figures
- Insider buysOpen market, last 90 days
- 0
- Insider sellsOpen market, last 90 days
- 0
- 13F holdersQ2 2026, +2 vs. previous quarter
- 128
- 13F valueReported value at the end of Q2 2026
- $352.2M
- Superinvestors holdingAt the end of Q2 2026
- 0
Price chart
Superinvestors holding STEW, Q2 2026
No superinvestor reported holding STEW at the end of Q2 2026.
Latest insider trades
Open-market purchases and sales by SRH Total Return Fund, Inc. insiders from Form 4, newest first.
| Filed (ET) | Trade date | Filing delay | Insider | Transaction | Shares | Avg price | Value | Holding change | Flags |
|---|---|---|---|---|---|---|---|---|---|
| May 22, 2026 (view filing) | May 21 | 1 day | Hemmer Jacob EDirector | PPurchase | +5.00K | $17.53 | +$87.7K | +100.0%10.0K after | |
| Apr 11, 2025 (view filing) | Apr 10 | 1 day | Moore Thomas JackDirector | PPurchase | +3.08K | $16.23 | +$50.0K | New position3.08K after | |
| May 8, 2024 (view filing) | May 7 | 1 day | Moore Thomas JackDirector | PPurchase | +1.43K | $14.48 | +$20.6K | +93.0%2.96K after | Amended |
| Nov 8, 2023 (view filing) | Nov 8 | Same day | Moore Thomas JackDirector | PPurchase | +1.53K | $13.03 | +$20.0K | New position1.53K after |
Top 10 13F holders, Q2 2026
The largest institutional positions in SRH Total Return Fund, Inc. at the end of Q2 2026; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Atlas Wealth LLC | 3,511,313 | $62.9M | 8.96% | +3,511,313 | New |
| Morgan Stanley | 2,074,631 | $37.1M | 0.00% | −92,019−4.2% | Reduced |
| JP Wealth Management, Inc. | 1,573,433 | $28.2M | 17.73% | +17,738+1.1% | Added |
| Bulldog Investors, LLP | 1,347,582 | $24.1M | 5.30% | +60,000+4.7% | Added |
| 1607 Capital Partners, LLC | 899,421 | $16.1M | 1.40% | +13,500+1.5% | Added |
| Pathstone Holdings, LLC | 891,906 | $16.0M | 0.05% | −18,321−2.0% | Reduced |
| Allspring Global Investments Holdings, LLC | 853,372 | $15.3M | 0.02% | +131,729+18.3% | Added |
| CSS LLC | 461,965 | $8.27M | 0.37% | 00.0% | Unchanged |
| LPL Financial LLC | 446,897 | $8.00M | 0.00% | +20,583+4.8% | Added |
| GatePass Capital, LLC | 443,600 | $7.94M | 3.03% | +13,005+3.0% | Added |