Security key
461804106
- Type / Class
- Equity / COM
- Total 13F shares
- 738,913
- Share change
- +21,169
- Total reported value
- $109,400,081
- Price per share
- $148.09
- Number of holders
- 66
- Value change
- +$3,149,683
- Number of buys
- 28
- Number of sells
- 21
Report period
Q3 2023
Institutions
66
Top holders
10
ITIC full security history
Newer quarter: Q4 2023
Previous quarter: Q2 2023
INVESTORS TITLE CO SEC filings
INVESTORS TITLE CO company facts
Broader feeds
Reporting periods
Holder history for CUSIP 461804106
Recent filing periods:
Top shareholders of ITIC - INVESTORS TITLE CO - COM (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.
Methodology: rows are grouped by holder and ranked by the holder's primary source value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
| Holder | Source | Role / Reporting | Ownership % | Shares | Holdings Value | 12M Net Δ | As of | Details |
|---|---|---|---|---|---|---|---|---|
| MARKEL GROUP INC. |
13F
|
Company |
—
class O/S missing
|
213,300
|
$31,141,800 | — | 30 Jun 2023 | |
| BlackRock Finance, Inc. |
13F
|
Company |
—
class O/S missing
|
102,231
|
$14,925,796 | — | 30 Jun 2023 | |
| DIMENSIONAL FUND ADVISORS LP |
13F
|
Company |
—
class O/S missing
|
91,530
|
$13,362,504 | — | 30 Jun 2023 | |
| VANGUARD GROUP INC |
13F
|
Company |
—
class O/S missing
|
66,346
|
$9,686,516 | — | 30 Jun 2023 | |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
|
Company |
—
class O/S missing
|
26,140
|
$3,816,440 | — | 30 Jun 2023 | |
| STATE STREET CORP |
13F
|
Company |
—
class O/S missing
|
23,313
|
$3,403,698 | — | 30 Jun 2023 | |
| RENAISSANCE TECHNOLOGIES LLC |
13F
|
Company |
—
class O/S missing
|
20,900
|
$3,051,000 | — | 30 Jun 2023 | |
| MORGAN STANLEY |
13F
|
Company |
—
class O/S missing
|
12,901
|
$1,883,546 | — | 30 Jun 2023 | |
| NORTHERN TRUST CORP |
13F
|
Company |
—
class O/S missing
|
12,094
|
$1,765,724 | — | 30 Jun 2023 | |
| GOLDMAN SACHS GROUP INC |
13F
|
Company |
—
class O/S missing
|
9,574
|
$1,397,804 | — | 30 Jun 2023 | |
| OPPENHEIMER & CO INC |
13F
|
Company |
—
class O/S missing
|
9,509
|
$1,388,314 | — | 30 Jun 2023 | |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC |
13F
|
Company |
—
class O/S missing
|
9,028
|
$1,318,088 | — | 30 Jun 2023 | |
| FRANKLIN RESOURCES INC |
13F
|
Company |
—
class O/S missing
|
7,933
|
$1,158,218 | — | 30 Jun 2023 | |
| Wallace Capital Management Inc. |
13F
|
Company |
—
class O/S missing
|
7,438
|
$1,085,882 | — | 30 Jun 2023 | |
| Bank of New York Mellon Corp |
13F
|
Company |
—
class O/S missing
|
6,899
|
$1,007,254 | — | 30 Jun 2023 | |
| THIRD AVENUE MANAGEMENT LLC |
13F
|
Company |
—
class O/S missing
|
6,673
|
$974,258 | — | 30 Jun 2023 | |
| TRUIST FINANCIAL CORP |
13F
|
Company |
—
class O/S missing
|
6,506
|
$949,889 | — | 30 Jun 2023 | |
| Beacon Pointe Advisors, LLC |
13F
|
Company |
—
class O/S missing
|
6,394
|
$933,524 | — | 30 Jun 2023 | |
| BANK OF AMERICA CORP /DE/ |
13F
|
Company |
—
class O/S missing
|
6,034
|
$880,964 | — | 30 Jun 2023 | |
| Assenagon Asset Management S.A. |
13F
|
Company |
—
class O/S missing
|
5,484
|
$800,664 | — | 30 Jun 2023 | |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC |
13F
|
Company |
—
class O/S missing
|
5,346
|
$780,516 | — | 30 Jun 2023 | |
| GHP Investment Advisors, Inc. |
13F
|
Company |
—
class O/S missing
|
3,923
|
$595,970 | — | 30 Jun 2023 | |
| ROYAL BANK OF CANADA |
13F
|
Company |
—
class O/S missing
|
4,080
|
$595,000 | — | 30 Jun 2023 | |
| ENVESTNET ASSET MANAGEMENT INC |
13F
|
Company |
—
class O/S missing
|
4,002
|
$584,292 | — | 30 Jun 2023 | |
| RBF Capital, LLC |
13F
|
Company |
—
class O/S missing
|
4,000
|
$584,000 | — | 30 Jun 2023 | |
| EA Series Trust |
13F
|
Company |
—
class O/S missing
|
3,534
|
$515,964 | — | 30 Jun 2023 | |
| Empowered Funds, LLC |
13F
|
Company |
—
class O/S missing
|
3,534
|
$515,964 | — | 30 Jun 2023 | |
| STRS OHIO |
13F
|
Company |
—
class O/S missing
|
3,500
|
$511,000 | — | 30 Jun 2023 | |
| Baker Ellis Asset Management LLC |
13F
|
Company |
—
class O/S missing
|
3,175
|
$463,550 | — | 30 Jun 2023 | |
| CALDWELL SUTTER CAPITAL, INC. |
13F
|
Company |
—
class O/S missing
|
2,923
|
$426,758 | — | 30 Jun 2023 | |
| WHITTIER TRUST CO OF NEVADA INC |
13F
|
Company |
—
class O/S missing
|
2,730
|
$398,580 | — | 30 Jun 2023 | |
| Russell Investments Group, Ltd. |
13F
|
Company |
—
class O/S missing
|
2,472
|
$360,912 | — | 30 Jun 2023 | |
| ROYCE & ASSOCIATES LP |
13F
|
Company |
—
class O/S missing
|
2,450
|
$357,700 | — | 30 Jun 2023 | |
| Nuveen Asset Management, LLC |
13F
|
Company |
—
class O/S missing
|
2,429
|
$354,634 | — | 30 Jun 2023 | |
| CITADEL ADVISORS LLC |
13F
|
Company |
—
class O/S missing
|
2,251
|
$328,646 | — | 30 Jun 2023 | |
| RHUMBLINE ADVISERS |
13F
|
Company |
—
class O/S missing
|
1,944
|
$283,824 | — | 30 Jun 2023 | |
| MILLENNIUM MANAGEMENT LLC |
13F
|
Company |
—
class O/S missing
|
1,935
|
$282,510 | — | 30 Jun 2023 | |
| Squarepoint Ops LLC |
13F
|
Company |
—
class O/S missing
|
1,892
|
$276,232 | — | 30 Jun 2023 | |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC |
13F
|
Company |
—
class O/S missing
|
1,835
|
$267,910 | — | 30 Jun 2023 | |
| AMERICAN CENTURY COMPANIES INC |
13F
|
Company |
—
class O/S missing
|
1,754
|
$256,084 | — | 30 Jun 2023 | |
| TWO SIGMA INVESTMENTS, LP |
13F
|
Company |
—
class O/S missing
|
1,748
|
$255,208 | — | 30 Jun 2023 | |
| JPMORGAN CHASE & CO |
13F
|
Company |
—
class O/S missing
|
1,115
|
$162,790 | — | 30 Jun 2023 | |
| UBS Group AG |
13F
|
Company |
—
class O/S missing
|
1,008
|
$147,168 | — | 30 Jun 2023 | |
| BARCLAYS PLC |
13F
|
Company |
—
class O/S missing
|
847
|
$123,662 | — | 30 Jun 2023 | |
| MetLife Investment Management, LLC |
13F
|
Company |
—
class O/S missing
|
690
|
$100,740 | — | 30 Jun 2023 | |
| WELLS FARGO & COMPANY/MN |
13F
|
Company |
—
class O/S missing
|
660
|
$96,395 | — | 30 Jun 2023 | |
| NEW YORK STATE COMMON RETIREMENT FUND |
13F
|
Company |
—
class O/S missing
|
607
|
$88,622 | — | 30 Jun 2023 | |
| AMERICAN INTERNATIONAL GROUP, INC. |
13F
|
Company |
—
class O/S missing
|
587
|
$85,702 | — | 30 Jun 2023 | |
| BNP PARIBAS FINANCIAL MARKETS |
13F
|
Company |
—
class O/S missing
|
489
|
$71,394 | — | 30 Jun 2023 | |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM |
13F
|
Company |
—
class O/S missing
|
406
|
$59,276 | — | 30 Jun 2023 |
Institutional Holders of INVESTORS TITLE CO - COM (ITIC) as of Q3 2023
As of 30 Sep 2023,
INVESTORS TITLE CO - COM (ITIC) was held by
66 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
738,913 shares.
The largest 10 holders included
MARKEL GROUP INC., BlackRock Inc., DIMENSIONAL FUND ADVISORS LP, VANGUARD GROUP INC, THIRD AVENUE MANAGEMENT LLC, GEODE CAPITAL MANAGEMENT, LLC, STATE STREET CORP, RENAISSANCE TECHNOLOGIES LLC, MORGAN STANLEY, and NORTHERN TRUST CORP.
This page lists
66
institutional shareholders reporting positions in this security
for the Q3 2023 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q3 2023 vs Q2 2023 Across Filers
Q2 2023 holders
65
Q3 2023 holders
66
Holder diff
1
| Investor | Q2 2023 Shares | Q3 2023 Shares | Share Diff | Share Chg % | Q2 2023 Value $ | Q3 2023 Value $ | Value Diff $ | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.
An asterisk sign (*) next to the price indicates that the price is likely invalid.