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STEW on NYSE

SRH Total Return Fund, Inc.

SRH Total Return Fund, Inc. is a fund registered in the United States, based in Denver, active since 1972.2 Its shares trade on NYSE under the symbol STEW.2

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Last updated Oct 21, 2026.

Overview

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  • TickerSTEW on NYSE2
  • HeadquartersDenver, United States2
  • Incorporated inMD3
  • Business address1700 Broadway, Suite 2100, Denver, Co3
  • Legal formFUND2
  • Kind of organizationFund2
  • LEI5493000XG0EMNJQ1SM172
  • StatusActive2
  • LEI statusIssued and current2
  • Registered addressC/O CAPITOL CORPORATE SERVICES, INC., 20852 Rockville, United States2
  • Registered withSecurities and Exchange Commission, 00001024262

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Leadership

Who has led SRH Total Return Fund, Inc., and when. Pick a name to see everywhere that person has worked.

President

  1. Joel W. Looney2018–now

Chief financial officer

  1. Nicole L. Murphey2015–2018
2010201520202025
Board members and other officers (21)

Former names

  • BOULDER GROWTH & INCOME FUNDAug 15, 2002 to Apr 26, 20223
  • USLIFE INCOME FUND INCFeb 22, 1996 to Mar 11, 20023

Timeline

  1. Mar 25, 20228-K Bylaws or fiscal year changed; Other events27
  2. Oct 7, 20218-K Entered a material agreement; Ended a material agreement28
  3. Oct 27, 1972Founded SRH Total Return Fund, Inc. is founded2

Filings

82 filings to the SEC since October 2021: 2 major events, 24 insider forms, 56 other. The latest 20:

  1. Oct 13, 2026DEF 14A DEFINITIVE PROXY STATEMENT EDGAR
  2. Oct 13, 202640-17G FIDELITY BOND EDGAR
  3. Aug 7, 2026N-CSRS CERTIFIED SEMI-ANNUAL SHAREHOLDER REPORT EDGAR
  4. Aug 5, 2026N-PX EDGAR
  5. Jul 28, 2026NPORT-P EDGAR
  6. May 22, 20264 PRIMARY DOCUMENT EDGAR
  7. Apr 28, 2026NPORT-P EDGAR
  8. Apr 2, 20264 PRIMARY DOCUMENT EDGAR
  9. Feb 11, 20263 PRIMARY DOCUMENT EDGAR
  10. Feb 10, 2026N-CEN EDGAR
  11. Feb 6, 2026N-CSR CERTIFIED ANNUAL SHAREHOLDER REPORT EDGAR
  12. Jan 27, 2026NPORT-P EDGAR
  13. Jan 5, 20265 PRIMARY DOCUMENT EDGAR
  14. Dec 8, 20255 PRIMARY DOCUMENT EDGAR
  15. Nov 13, 202540-17G FIDELITY BOND EDGAR
  16. Oct 28, 2025NPORT-P EDGAR
  17. Oct 15, 2025DEF 14A DEFINITIVE PROXY STATEMENT EDGAR
  18. Aug 28, 2025N-PX EDGAR
  19. Aug 6, 2025N-CSRS CERTIFIED SEMI-ANNUAL SHAREHOLDER REPORT EDGAR
  20. Jul 29, 2025NPORT-P EDGAR

The 82 filings since October 2021 can be filtered by form type and year here when JavaScript is on.

Every filing from the last five years, summarized. The full record is on SEC EDGAR.

Insider trades

21 open-market trades by officers, directors and large owners since October 2021: 21 buys and 0 sales. Grants, option exercises and gifts are left out.

DateWhoTradeSharesPriceValueFiling
May 21, 2026Hemmer Jacob EDirectorBuy5,000$17.53$87.7KForm 4
Jul 31, 2025LOONEY JOEL WFormer DirectorBuy685$17.74$12.1KForm 4
Apr 30, 2025LOONEY JOEL WFormer DirectorBuy713$16.88$12.0KForm 4
Apr 10, 2025Moore Thomas JackDirectorBuy3,080$16.23$50.0KForm 4
Jan 31, 2025LOONEY JOEL WFormer DirectorBuy776$16.66$12.9KForm 4
Oct 31, 2024LOONEY JOEL WFormer DirectorBuy682$15.64$10.7KForm 4
Jul 31, 2024LOONEY JOEL WFormer DirectorBuy688$15.38$10.6KForm 4
May 7, 2024Moore Thomas JackDirectorBuy1,426$14.48$20.6KForm 4
May 7, 2024Moore Thomas JackDirectorBuy1,426$20,491.62$29.2MForm 4
Apr 30, 2024LOONEY JOEL WFormer DirectorBuy727$14.41$10.5KForm 4
Feb 1, 2024LOONEY JOEL WFormer DirectorBuy737$14.07$10.4KForm 4
Nov 8, 2023Moore Thomas JackDirectorBuy1,534$13.03$20.0KForm 4
Nov 1, 2023LOONEY JOEL WFormer DirectorBuy739$12.64$9.3KForm 4
Aug 1, 2023LOONEY JOEL WFormer DirectorBuy672$13.78$9.3KForm 4
May 1, 2023LOONEY JOEL WFormer DirectorBuy708$12.94$9.2KForm 4
Feb 1, 2023LOONEY JOEL WFormer DirectorBuy701$12.95$9.1KForm 4
Nov 1, 2022LOONEY JOEL WFormer DirectorBuy697$12.38$8.6KForm 4
Aug 1, 2022LOONEY JOEL WFormer DirectorBuy666$12.85$8.6KForm 4
May 2, 2022LOONEY JOEL WFormer DirectorBuy628$13.50$8.5KForm 4
Feb 1, 2022LOONEY JOEL WFormer DirectorBuy593$14.17$8.4KForm 4

All 21 trades can be filtered by person here when JavaScript is on.

From Forms 4 filed with the SEC.

Held by these funds

The largest holders among investment managers' 13F reports for the quarter ending Jun 30, 2026, the top 25 of 100. Change is in shares since the quarter before.

FundSharesValueShare of the fundChange
Atlas Wealth LLC3,511,313$62.9M9.0%New
Morgan Stanley2,074,631$37.1M0.0%−92,019
JP Wealth Management, Inc.1,573,433$28.2M17.7%+17,738
Bulldog Investors, LLP1,347,582$24.1M5.3%+60,000
1607 Capital Partners, LLC899,421$16.1M1.4%+13,500
Pathstone Holdings, LLC891,906$16.0M0.0%−18,321
Allspring Global Investments Holdings, LLC853,372$15.3M0.0%+131,729
Css Llc/il461,965$8.3M0.6%No change
LPL Financial LLC446,897$8.0M0.0%+20,583
GatePass Capital, LLC443,600$7.9M3.0%+13,005
B. Riley Wealth Advisors, Inc.405,048$7.2M0.4%+1,328
Blue Bell Private Wealth Management, LLC373,762$6.7M0.8%+23,084
Shaker Financial Services, LLC298,716$5.3M1.7%+12,228
Bank Of America Corp /de/286,235$5.1M0.0%+7,368
Quantedge Capital Pte Ltd245,103$4.4M3.3%−10,500
Matisse Capital226,000$4.0M1.6%+10,000
Flagship Harbor Advisors, LLC214,190$3.8M0.1%+6,960
Raymond James Financial Inc204,363$3.7M0.0%−18,256
Rpo LLC178,990$3.2M21.8%No change
Wolverine Asset Management LLC178,469$3.2M0.1%+84,935
Wells Fargo & Company/mn173,852$3.1M0.0%+22,101
Winning Points Advisors, LLC172,065$3.1M4.1%−10,058
Srh Advisors, LLC164,822$3.0M0.8%−24,104
Kingdom Financial Group LLC.163,061$2.9M0.7%+8,225
Principal Securities, Inc.156,585$2.8M0.0%+23,421

13F reports cover disclosed long positions in U.S. stocks only.

SEC filer profile

How SRH Total Return Fund, Inc. is registered with the Securities and Exchange Commission, from its EDGAR record and the cover page of its latest annual report.

  • Name on EDGARSRH Total Return Fund, Inc.1
  • CIK0000102426
  • Employer ID (EIN)13-27296721
  • Incorporated inMaryland1
  • Fiscal year endsNovember 301
  • Business address1700 Broadway, Suite 2100, Denver, CO1
  • Phone72091707641
  • On EDGAR sinceFeb 22, 19961
  • Filings860 in all: 4 (298), 3 (52), SC 13D/A (52), DEF 14A (33), N-Q (30), NPORT-P (27), 4/A (26), N-CSR (24)1
    All 60 form types

    N-CSRS (23), N-PX (23), NSAR-B (23), 40-17G (22), NSAR-A (22), PRE 14A (17), SC 13G/A (16), DEFA14A (14), 5 (12), N-30D (12), 425 (10), N-2/A (10), SC 13G (10), 497 (9), N-CEN (8), DFAN14A (7), 3/A (6), 40-17G/A (6), 8-K (5), 144 (4), DEFC14A (4), N-2 (4), NSAR-B/A (4), PREC14A (4), SC 13D (4), 40-6C/A (3), CORRESP (3), EFFECT (3), N-14 8C/A (3), N-PX/A (2), PREN14A (2), PRER14A (2), UPLOAD (2), 144/A (1), 40-6C (1), 40-APP/A (1), DEF 14C (1), DEFN14A (1), DEFS14A (1), N-14 8C (1), N-23C-2 (1), N-30B-2 (1), N-30D/A (1), N-CSR/A (1), N-CSRS/A (1), NO ACT (1), NPORT-EX (1), NSAR-A/A (1), POS EX (1), PRES14A (1), PRES14C (1), PRRN14A (1)

  • Latest filingsProxy statement (DEF 14A) Oct 13, 2026
    Latest 8-K (8-K) Mar 25, 2022

Sources

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