AWM
ITIC

AE Wealth Management’s Investors Title Co ITIC Stock Holding History

AE Wealth Management’s Portfolio ITIC Stock Details ITIC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-2,124
Closed -$530K – 2647
2025
Q4 		$530K Buy
2,124
+378
+22% +$99.3K ﹤0.01% 1029
2025
Q3 		$468K Buy
+1,746
New +$406K ﹤0.01% 1001

Other funds holding ITIC

MG
Markel Group Glen Allen, Virginia $11.9B AUM 10.84% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TAM
Third Avenue Management New York $616M AUM 45.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AE Wealth Management's ITIC Position: Q1 2026 in Review

AE Wealth Management sold out of Investors Title Co (ITIC) in Q1 2026, closing a stake of 2,124 shares — an estimated $530K sold.

AE Wealth Management first reported a position in ITIC in Q3 2025 and held it in 2 quarters. The position peaked at $530K in Q4 2025. 119 funds tracked by Wall St. Rank hold ITIC as of Q1 2026.

  • AE Wealth Management reported no remaining Investors Title Co position as of Q1 2026 after selling out during the quarter.
  • AE Wealth Management sold 2,124 Investors Title Co shares in Q1 2026, an estimated $530K.
  • AE Wealth Management first reported a position in Investors Title Co in Q3 2025 and held it in 2 quarters.
  • AE Wealth Management's Investors Title Co position peaked at $530K in Q4 2025.
  • 119 funds tracked by Wall St. Rank held Investors Title Co as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.