Carson Wealth (CWM LLC)
ITIC

Carson Wealth (CWM LLC)’s Investors Title Co ITIC Stock Holding History

Carson Wealth (CWM LLC)’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 		$18.3K Hold
84
– – ﹤0.01% 4469
2025
Q4 		$21K Buy
84
+15
+22% +$3.94K ﹤0.01% 4145
2025
Q3 		$18K Buy
69
+20
+41% +$4.65K ﹤0.01% 4187
2025
Q2 		$10K Sell
49
-16
-25% -$3.59K ﹤0.01% 4293
2025
Q1 		$16K Sell
65
-18
-22% -$4.17K ﹤0.01% 3831
2024
Q4 		$20K Buy
83
+4
+5% +$1K ﹤0.01% 3433
2024
Q3 		$18K Buy
79
+35
+80% +$7.35K ﹤0.01% 3432
2024
Q2 		$8K Buy
44
+43
+4,300% +$7.11K ﹤0.01% 3668
2024
Q1 		$0 Buy
+1
New +$161 ﹤0.01% 4518

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

Carson Wealth (CWM LLC)'s ITIC Position: Q1 2026 in Review

Carson Wealth (CWM LLC) held its Investors Title Co (ITIC) position steady in Q1 2026 at 84 shares worth $18.3K. The position accounts for ﹤0.01% of the portfolio, ranked #4469.

Carson Wealth (CWM LLC) first reported a position in ITIC in Q1 2024 and has held it in 9 quarters since. The position peaked at $21K in Q4 2025. 119 funds tracked by Wall St. Rank hold ITIC as of Q1 2026.

  • Carson Wealth (CWM LLC) held 84 shares of Investors Title Co worth $18.3K as of Q1 2026.
  • Carson Wealth (CWM LLC) left its Investors Title Co share count unchanged in Q1 2026.
  • Investors Title Co made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4469 holding.
  • Carson Wealth (CWM LLC) first reported a position in Investors Title Co in Q1 2024 and has held it in 9 quarters since.
  • Carson Wealth (CWM LLC)'s Investors Title Co position peaked at $21K in Q4 2025.
  • 119 funds tracked by Wall St. Rank held Investors Title Co as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.