B
ITIC

Bailard’s Investors Title Co ITIC Stock Holding History

Bailard’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
2023
Q2 		– Sell
-1,760
Closed -$266K – 739
2023
Q1 		$266K Buy
+1,760
New +$271K 0.01% 546
2022
Q4 		– Sell
-1,661
Closed -$234K – 749
2022
Q3 		$234K Sell
1,661
-300
-15% -$44.8K 0.01% 532
2022
Q2 		$308K Hold
1,961
– – 0.01% 480
2022
Q1 		$398K Hold
1,961
– – 0.01% 456
2021
Q4 		$387K Hold
1,961
– – 0.01% 459
2021
Q3 		$358K Hold
1,961
– – 0.01% 475
2021
Q2 		$342K Hold
1,961
– – 0.01% 479
2021
Q1 		$326K Buy
1,961
+100
+5% +$15.8K 0.01% 486
2020
Q4 		$285K Buy
+1,861
New +$288K 0.01% 454

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bailard's ITIC Position: Q2 2023 in Review

Bailard sold out of Investors Title Co (ITIC) in Q2 2023, closing a stake of 1,760 shares — an estimated $266K sold.

Bailard first reported a position in ITIC in Q4 2020 and held it in 9 quarters. The position peaked at $398K in Q1 2022. 66 funds tracked by Wall St. Rank hold ITIC as of Q2 2023.

  • Bailard reported no remaining Investors Title Co position as of Q2 2023 after selling out during the quarter.
  • Bailard sold 1,760 Investors Title Co shares in Q2 2023, an estimated $266K.
  • Bailard first reported a position in Investors Title Co in Q4 2020 and held it in 9 quarters.
  • Bailard's Investors Title Co position peaked at $398K in Q1 2022.
  • 66 funds tracked by Wall St. Rank held Investors Title Co as of Q2 2023.

Based on Bailard's 13F filing for Q2 2023, filed 20 Jul 2023.