BPA
ITIC

Beacon Pointe Advisors’s Investors Title Co ITIC Stock Holding History

Beacon Pointe Advisors’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
Q3 		– Sell
-6,394
Closed -$1.15M – 1263
2024
Q2 		$1.15M Hold
6,394
– – 0.01% 603
2024
Q1 		$1.04M Hold
6,394
– – 0.01% 674
2023
Q4 		$1.04M Hold
6,394
– – 0.01% 653
2023
Q3 		$947K Hold
6,394
– – 0.01% 642
2023
Q2 		$934K Hold
6,394
– – 0.02% 543
2023
Q1 		$965K Hold
6,394
– – 0.02% 556
2022
Q4 		$943K Hold
6,394
– – 0.02% 520
2022
Q3 		$902K Hold
6,394
– – 0.02% 488
2022
Q2 		$1M Hold
6,394
– – 0.02% 468
2022
Q1 		$1.3M Hold
6,394
– – 0.02% 551
2021
Q4 		$1.26M Buy
+6,394
New +$1.33M 0.03% 331

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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Beacon Pointe Advisors's ITIC Position: Q3 2024 in Review

Beacon Pointe Advisors sold out of Investors Title Co (ITIC) in Q3 2024, closing a stake of 6,394 shares — an estimated $1.15M sold.

Beacon Pointe Advisors first reported a position in ITIC in Q4 2021 and held it in 11 quarters. The position peaked at $1.3M in Q1 2022. 94 funds tracked by Wall St. Rank hold ITIC as of Q3 2024.

  • Beacon Pointe Advisors reported no remaining Investors Title Co position as of Q3 2024 after selling out during the quarter.
  • Beacon Pointe Advisors sold 6,394 Investors Title Co shares in Q3 2024, an estimated $1.15M.
  • Beacon Pointe Advisors first reported a position in Investors Title Co in Q4 2021 and held it in 11 quarters.
  • Beacon Pointe Advisors's Investors Title Co position peaked at $1.3M in Q1 2022.
  • 94 funds tracked by Wall St. Rank held Investors Title Co as of Q3 2024.

Based on Beacon Pointe Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.