BWP
ITIC

Baldwin Wealth Partners’s Investors Title Co ITIC Stock Holding History

Baldwin Wealth Partners’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
2024
Q4 		– Sell
-1
Closed -$230 – 634
2024
Q3 		$230 Buy
+1
New +$210 ﹤0.01% 1057

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
TAM
Third Avenue Management New York $616M AUM 45.6% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Baldwin Wealth Partners's ITIC Position: Q4 2024 in Review

Baldwin Wealth Partners sold out of Investors Title Co (ITIC) in Q4 2024, closing a stake of 1 share — an estimated $230 sold.

Baldwin Wealth Partners first reported a position in ITIC in Q3 2024 and held it in 1 quarter. The position peaked at $230 in Q3 2024. 102 funds tracked by Wall St. Rank hold ITIC as of Q4 2024.

  • Baldwin Wealth Partners reported no remaining Investors Title Co position as of Q4 2024 after selling out during the quarter.
  • Baldwin Wealth Partners sold 1 Investors Title Co share in Q4 2024, an estimated $230.
  • Baldwin Wealth Partners first reported a position in Investors Title Co in Q3 2024 and held it in 1 quarter.
  • Baldwin Wealth Partners's Investors Title Co position peaked at $230 in Q3 2024.
  • 102 funds tracked by Wall St. Rank held Investors Title Co as of Q4 2024.

Based on Baldwin Wealth Partners's 13F filing for Q4 2024, filed 22 Jan 2025.