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 $349.8M in total; no superinvestor holds it.
Q3 2025 vs. Q2 2025
How the institutions holding SRH Total Return Fund, Inc. changed between Q2 2025 and Q3 2025.
All holders in Q3 2025All holders in Q2 2025
| Measure | Q2 2025 | Q3 2025 | Change |
|---|---|---|---|
| Holders | 115 | 116 | +1 |
| Shares | 15.2M | 15.2M | +20.9K (+0.1%) |
| Value | $268.7M | $276.3M | +$7.68M (+2.9%) |
New holders (8)
Institutions that held SRH Total Return Fund, Inc. at the end of Q3 2025 but not at the end of Q2 2025.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Meridian Wealth Management, LLC | 25,856 | $469.5K | 0.02% |
| Guggenheim Capital LLC | 21,553 | $391.4K | 0.00% |
| Greenwood Gearhart Inc | 14,128 | $256.6K | 0.01% |
| Moloney Securities Asset Management, LLC | 12,917 | $234.6K | 0.03% |
| Janney Montgomery Scott LLC | 10,424 | $189.0K | 0.00% |
| Financial Consulate, Inc | 5,838 | $106.0K | 0.01% |
| Bank Julius Baer & Co. Ltd, Zurich | 2,500 | $45.4K | 0.00% |
| Kilter Group LLC | 714 | $13.0K | 0.01% |
Sold out (7)
Institutions that held SRH Total Return Fund, Inc. at the end of Q2 2025 and filed for Q3 2025 without it.
| Institution | Shares, Q2 2025 | Value, Q2 2025 |
|---|---|---|
| Bryn Mawr Trust Co | 62,500 | $1.10M |
| Walleye Capital LLC | 11,433 | $202.1K |
| Elequin Capital LP | 10,885 | $192.4K |
| Jane Street Group, LLC | 10,781 | $190.6K |
| Total Investment Management Inc | 1,500 | $26.5K |
| Geneos Wealth Management Inc. | 1,358 | $24.0K |
| Tower Research Capital LLC (TRC) | 27 | $477 |