Vault-13

INVESTORS TITLE CO NC ITIC

COM · Common Stock · CUSIP 461804106

84 institutional holders +9 vs Q1 2024
801,831801.8k shares reported held*
42.6% of all shares outstanding*
$144.4mreported value*
12 new 27 added 20 reduced 5 sold out net sold ≈ $1.6m (-8.9k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($789.9k this quarter). Holder counts are more reliable. Shares outstanding: 1.9m as of 2024-07-25, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $180.13.

Trends to Q2 2024

Institutional holders

Managers reporting a position, each quarter

050100Q3 22: 65Q4 22: 63Q1 23: 65Q2 23: 67Q3 23: 68Q4 23: 75Q1 24: 75Q2 24: 8484Q3 22Q1 23Q3 23Q1 24Q2 24
Numbers
QuarterHolders
Q3 202265
Q4 202263
Q1 202365
Q2 202367
Q3 202368
Q4 202375
Q1 202475
Q2 202484

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
50050Q4 22: 28 bought or addedQ4 22: 25 cut or sold outQ4 22Q1 23: 24 bought or addedQ1 23: 26 cut or sold outQ2 23: 21 bought or addedQ2 23: 32 cut or sold outQ2 23Q3 23: 29 bought or addedQ3 23: 22 cut or sold outQ4 23: 42 bought or addedQ4 23: 16 cut or sold outQ4 23Q1 24: 21 bought or addedQ1 24: 29 cut or sold outQ2 24: 39 bought or addedQ2 24: 25 cut or sold outQ2 24
Numbers
QuarterBought or addedCut or sold out
Q4 20222825
Q1 20232426
Q2 20232132
Q3 20232922
Q4 20234216
Q1 20242129
Q2 20243925

Biggest buyers

BlackRock Inc. Added +12,920+12.9k
Aristides Capital LLC Added +10,100+10.1k
TWO SIGMA INVESTMENTS, LP Added +3,400+3.4k
GEODE CAPITAL MANAGEMENT, LLC Added +3,081+3.1k
VANGUARD GROUP INC Added +2,397+2.4k
CITADEL ADVISORS LLC Added +1,873+1.9k
JANE STREET GROUP, LLC New +1,573+1.6k
STATE STREET CORP Added +1,506+1.5k
ALLIANCEBERNSTEIN L.P. New +1,480+1.5k
Clearstead Advisors, LLC New +1,250+1.2k

Biggest sellers

MORGAN STANLEY Reduced -27,359-27.4k
FRANKLIN RESOURCES INC Sold out -10,724-10.7k
Empowered Funds, LLC Reduced -4,219-4.2k
JPMORGAN CHASE & CO Reduced -2,998-3.0k
Assenagon Asset Management S.A. Sold out -1,717-1.7k
CHARLES SCHWAB INVESTMENT MANAGEMENT INC Reduced -1,319-1.3k
Sound Income Strategies, LLC Sold out -1,165-1.2k
UBS Group AG Reduced -930-930
GHP Investment Advisors, Inc. Reduced -640-640
Invesco Ltd. Reduced -618-618

Insider purchases and sales in Q2 2024

Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.

None reported in Q2 2024.

Holders, Q2 2024

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Markel Group Inc. 0.38% of their portfolio Glen Allen, VA 213,300213.3k $38.4m $38.4m 0.38% Unchanged
2 BlackRock Inc. 0.00% of their portfolio New York, NY 115,342115.3k $20.8m $20.8m 0.00% Added +12.9k +12,920
3 DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio AUSTIN, TX 91,98192.0k $16.6m $16.6m 0.00% Added +145 +145
4 VANGUARD GROUP INC 0.00% of their portfolio Valley Forge, PA 70,14070.1k $12.6m $12.6m 0.00% Added +2.4k +2,397
5 THIRD AVENUE MANAGEMENT LLC 1.21% of their portfolio NEW YORK, NY 39,19739.2k $7.1m $7.1m 1.21% Added +33 +33
6 GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio BOSTON, MA 32,46632.5k $5.8m $5.8m 0.00% Added +3.1k +3,081
7 STATE STREET CORP 0.00% of their portfolio BOSTON, MA 25,51525.5k $4.6m $4.6m 0.00% Added +1.5k +1,506
8 RENAISSANCE TECHNOLOGIES LLC 0.01% of their portfolio NEW YORK, NY 20,80020.8k $3.7m $3.7m 0.01% Reduced -100 -100
9 Aristides Capital LLC 0.76% of their portfolio LOUISVILLE, KY 20,20020.2k $3.6m $3.6m 0.76% Added +10.1k +10,100
10 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 13,58813.6k $2.4m $2.4m 0.00% Reduced -27.4k -27,359
11 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 12,60712.6k $2.3m $2.3m 0.00% Added +710 +710
12 NORTHERN TRUST CORP 0.00% of their portfolio CHICAGO, IL 12,48312.5k $2.2m $2.2m 0.00% Reduced -369 -369
13 BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.04% of their portfolio HOUSTON, TX 9,8799.9k $1.8m $1.8m 0.04% Added +83 +83
14 OPPENHEIMER & CO INC 0.03% of their portfolio NEW YORK, NY 9,5609.6k $1.7m $1.7m 0.03% Reduced -195 -195
15 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 8,4058.4k $1.5m $1.5m 0.00% Added +198 +198
16 Wallace Capital Management Inc. 0.18% of their portfolio DALLAS, TX 6,9226.9k $1.2m $1.2m 0.18% Reduced -205 -205
17 Beacon Pointe Advisors, LLC 0.01% of their portfolio NEWPORT BEACH, CA 6,3946.4k $1.2m $1.2m 0.01% Unchanged
18 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 6,0516.1k $1.1m $1.1m 0.00% Added +199 +199
19 TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio NEW YORK, NY 5,3495.3k $963.5k $963.5k 0.00% Added +3.4k +3,400
20 O'SHAUGHNESSY ASSET MANAGEMENT, LLC 0.01% of their portfolio Stamford, CT 4,7094.7k $848.2k $848.2k 0.01% Added +1.1k +1,149
21 CALDWELL SUTTER CAPITAL, INC. 0.39% of their portfolio SAUSALITO, CA 4,3934.4k $791.3k $791.3k 0.39% Unchanged
22 Empowered Funds, LLC 0.01% of their portfolio NEWTOWN SQUARE, PA 4,3854.4k $789.9k $789.9k 0.01% Reduced -4.2k -4,219
23 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio SAN FRANCISCO, CA 4,0274.0k $725.4k $725.4k 0.00% Reduced -1.3k -1,319
24 RBF Capital, LLC 0.04% of their portfolio RENO, NV 4,0004.0k $720.5k $720.5k 0.04% Unchanged
25 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 3,8263.8k $689.0k $689.0k 0.00% Reduced -100 -100
26 AMERICAN CENTURY COMPANIES INC 0.00% of their portfolio KANSAS CITY, MO 3,7743.8k $679.8k $679.8k 0.00% Added +803 +803
27 Nuveen Asset Management, LLC 0.00% of their portfolio CHICAGO, IL 3,5733.6k $643.6k $643.6k 0.00% Unchanged
28 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 3,4893.5k $628.5k $628.5k 0.00% Added +1.9k +1,873
29 Baker Ellis Asset Management LLC 0.09% of their portfolio Vancouver, WA 3,1753.2k $571.9k $571.9k 0.09% Unchanged
30 STRS OHIO 0.00% of their portfolio COLUMBUS, OH 2,8002.8k $504.4k $504.4k 0.00% Reduced -400 -400
31 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 2,5042.5k $451.1k $451.1k 0.00% Unchanged
32 RITHOLTZ WEALTH MANAGEMENT 0.01% of their portfolio NEW YORK, NY 2,4802.5k $446.7k $446.7k 0.01% Added +880 +880
33 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 2,2682.3k $408.5k $408.5k 0.00% Reduced -3.0k -2,998
34 Bridge City Capital, LLC 0.13% of their portfolio LAKE OSWEGO, OR 2,1712.2k $391.1k $391.1k 0.13% Added +294 +294
35 Wealth Group, Ltd. 0.27% of their portfolio RALEIGH, NC 2,1082.1k $380.0k $380.0k 0.27% Unchanged
36 RHUMBLINE ADVISERS 0.00% of their portfolio BOSTON, MA 2,0882.1k $376.1k $376.1k 0.00% Added +174 +174
37 WHITTIER TRUST CO OF NEVADA INC 0.01% of their portfolio RENO, NV 2,0552.1k $370.2k $370.2k 0.01% Unchanged
38 GHP Investment Advisors, Inc. 0.02% of their portfolio Denver, CO 1,9812.0k $356.8k $356.8k 0.02% Reduced -640 -640
39 TWO SIGMA ADVISERS, LP 0.00% of their portfolio NEW YORK, NY 1,9001.9k $342.2k $342.2k 0.00% Added +200 +200
40 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 1,7241.7k $310.5k $310.5k 0.00% Reduced -618 -618
41 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 1,5731.6k $283.3k $283.3k 0.00% New
42 ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio NASHVILLE, TN 1,4801.5k $266.6k $266.6k 0.00% New
43 BLAIR WILLIAM & CO/IL 0.00% of their portfolio CHICAGO, IL 1,3841.4k $249.2k $249.2k 0.00% Unchanged
44 DAVENPORT & Co LLC 0.00% of their portfolio RICHMOND, VA 1,3001.3k $234.2k $234.2k 0.00% Unchanged
45 Sterling Wealth Management, Inc. 0.11% of their portfolio Champaign, IL 1,2961.3k $233.4k $233.4k 0.11% Unchanged
46 MARTINGALE ASSET MANAGEMENT L P 0.01% of their portfolio BOSTON, MA 1,2911.3k $232.5k $232.5k 0.01% Unchanged
47 Clearstead Advisors, LLC 0.00% of their portfolio CLEVELAND, OH 1,2501.2k $225.2k $225.2k 0.00% New
48 FRANKLIN STREET ADVISORS INC /NC 0.02% of their portfolio CHAPEL HILL, NC 1,2501.2k $225.0k $225.0k 0.02% Unchanged
49 PRIVATE MANAGEMENT GROUP INC 0.01% of their portfolio IRVINE, CA 1,2371.2k $222.8k $222.8k 0.01% Reduced -55 -55
50 VOYA INVESTMENT MANAGEMENT LLC 0.00% of their portfolio ATLANTA, GA 1,1681.2k $210.4k $210.4k 0.00% Reduced -185 -185
51 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 1,0591.1k $190.8k $190.8k 0.00% Reduced -359 -359
52 Tower Research Capital LLC (TRC) 0.00% of their portfolio NEW YORK, NY 838838 $150.9k $150.9k 0.00% New
53 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 781781 $140.8k $140.8k 0.00% Added +176 +176
54 MetLife Investment Management, LLC 0.00% of their portfolio Whippany, NJ 772772 $139.1k $139.1k 0.00% Added +82 +82
55 Corebridge Financial, Inc. 0.00% of their portfolio HOUSTON, TX 764764 $137.6k $137.6k 0.00% First filing
56 UBS Group AG 0.00% of their portfolio ZURICH, V8 732732 $131.9k $131.9k 0.00% Reduced -930 -930
57 DEUTSCHE BANK AG\ 0.00% of their portfolio FRANKFURT AM MAIN, 2M 627627 $112.9k $112.9k 0.00% Added +133 +133
58 NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio ALBANY, NY 607607 $109.3k $109.3k 0.00% Unchanged
59 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% of their portfolio CAUSEWAY BAY, K3 573573 $103.2k $103.2k 0.00% First filing
60 WHITTIER TRUST CO 0.00% of their portfolio SOUTH PASADENA, CA 400400 $72.1k $72.1k 0.00% Unchanged
61 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 369369 $66.5k $66.5k 0.00% Added +104 +104
62 NATIONAL BANK OF CANADA /FI/ 0.00% of their portfolio MONTREAL, A8 360360 $62.9k $62.9k 0.00% Unchanged
63 BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio PARIS, I0 326326 $58.7k $58.7k 0.00% Reduced -311 -311
64 FMR LLC 0.00% of their portfolio BOSTON, MA 276276 $49.7k $49.7k 0.00% Added +17 +17
65 NISA INVESTMENT ADVISORS, LLC 0.00% of their portfolio ST. LOUIS, MO 200200 $36.0k $36.0k 0.00% Reduced -100 -100
66 Legal & General Group Plc 0.00% of their portfolio London, X0 138138 $24.9k $24.9k 0.00% Added +25 +25
67 Ameritas Investment Partners, Inc. 0.00% of their portfolio LINCOLN, NE 111111 $20.0k $20.0k 0.00% Unchanged
68 CANADA LIFE ASSURANCE Co 0.00% of their portfolio WINNIPEG, A2 110110 $19.0k $19.0k 0.00% Reduced -1 -1
69 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio WEST SACRAMENTO, CA 103103 $18.6k $18.6k 0.00% Reduced -20 -20
70 AMALGAMATED BANK 0.00% of their portfolio NEW YORK, NY 4545 $8.0k $8.0k 0.00% Unchanged
71 CWM, LLC 0.00% of their portfolio OMAHA, NE 4444 $8.0k $8.0k 0.00% Added +43 +43
72 MEEDER ASSET MANAGEMENT INC 0.00% of their portfolio DUBLIN, OH 4343 $7.7k $7.7k 0.00% Unchanged
73 SALEM INVESTMENT COUNSELORS INC 0.00% of their portfolio WINSTON-SALEM, NC 3030 $5.4k $5.4k 0.00% Unchanged
74 Arax Advisory Partners 0.00% of their portfolio NEW YORK, NY 2828 $5.0k $5.0k 0.00% New
75 Bank & Trust Co 0.00% of their portfolio LITCHFIELD, IL 2222 $4.0k $4.0k 0.00% First filing
76 Russell Investments Group, Ltd. 0.00% of their portfolio Seattle, WA 55 $901 $901 0.00% New
77 Lindbrook Capital, LLC 0.00% of their portfolio CALABASAS, CA 33 $540 $540 0.00% New
78 GAMMA Investing LLC 0.00% of their portfolio FOSTER CITY, CA 33 $540 $540 0.00% Added +1 +1
79 SIGNATUREFD, LLC 0.00% of their portfolio ATLANTA, GA 22 $360 $360 0.00% New
80 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 22 $360 $360 0.00% New
81 INNEALTA CAPITAL, LLC 0.00% of their portfolio AUSTIN, TX 22 $360 $360 0.00% New
82 Covestor Ltd 0.00% of their portfolio LONDON, X0 22 $0 $0 0.00% New
83 Capital Advisors, Ltd. LLC 0.00% of their portfolio SHAKER HEIGHTS, OH 11 $0 $0 0.00% New
84 CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.00% of their portfolio BIRMINGHAM, AL 00 $0 $0 0.00% Unchanged