Caldwell Sutter Capital’s Investors Title Co ITIC Stock Holding History

Caldwell Sutter Capital’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	$883K	Sell	4,065 -150	-4%	-$36.2K	0.36%	75
2025 Q4	$1.05M	Hold	4,215	–	–	0.45%	55
2025 Q3	$1.13M	Sell	4,215 -25	-0.6%	-$5.81K	0.48%	54
2025 Q2	$896K	Hold	4,240	–	–	0.41%	64
2025 Q1	$1.02M	Sell	4,240 -53	-1%	-$12.3K	0.49%	53
2024 Q4	$1.02M	Sell	4,293 -100	-2%	-$25K	0.47%	55
2024 Q3	$1.01M	Hold	4,393	–	–	0.47%	55
2024 Q2	$791K	Hold	4,393	–	–	0.39%	71
2024 Q1	$717K	Buy	4,393 +1,100	+33%	+$177K	0.35%	81
2023 Q4	$534K	Buy	3,293 +70	+2%	+$10.4K	0.27%	101
2023 Q3	$477K	Buy	3,223 +300	+10%	+$45.1K	0.26%	102
2023 Q2	$427K	Buy	2,923 +2,404	+463%	+$340K	0.22%	110
2023 Q1	$78.4K	Buy	+519	New	+$79.8K	0.06%	208

Other funds holding ITIC

Markel Group Glen Allen, Virginia $11.9B AUM 10.84% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 New York $124B AUM 33.93% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Caldwell Sutter Capital's ITIC Position: Q1 2026 in Review

Caldwell Sutter Capital reduced its Investors Title Co (ITIC) stake by 3.6% in Q1 2026, selling an estimated $36.2K and leaving 4,065 shares worth $883K. The position accounts for 0.36% of the portfolio, ranked #75.

Caldwell Sutter Capital first reported a position in ITIC in Q1 2023 and has held it in 13 quarters since. The position peaked at $1.13M in Q3 2025. 119 funds tracked by Wall St. Rank hold ITIC as of Q1 2026.

Caldwell Sutter Capital held 4,065 shares of Investors Title Co worth $883K as of Q1 2026.
Caldwell Sutter Capital sold 150 Investors Title Co shares in Q1 2026, an estimated $36.2K.
Investors Title Co made up 0.36% of Caldwell Sutter Capital's portfolio in Q1 2026, its #75 holding.
Caldwell Sutter Capital first reported a position in Investors Title Co in Q1 2023 and has held it in 13 quarters since.
Caldwell Sutter Capital's Investors Title Co position peaked at $1.13M in Q3 2025.
119 funds tracked by Wall St. Rank held Investors Title Co as of Q1 2026.

Based on Caldwell Sutter Capital's 13F filing for Q1 2026, filed 6 May 2026.