Creative Planning
ITIC

Creative Planning’s Investors Title Co ITIC Stock Holding History

Creative Planning’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 		$370K Buy
1,703
+282
+20% +$68K ﹤0.01% 3258
2025
Q4 		$355K Buy
1,421
+57
+4% +$15K ﹤0.01% 3126
2025
Q3 		$365K Buy
+1,364
New +$317K ﹤0.01% 2995
2025
Q1 		– Sell
-28
Closed -$6.63K – 3598
2024
Q4 		$6.63K Buy
+28
New +$7.01K ﹤0.01% 3402
2017
Q3 		– Sell
-200
Closed -$39K – 2796
2017
Q2 		$39K Buy
+200
New +$36.3K ﹤0.01% 2703

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

Creative Planning's ITIC Position: Q1 2026 in Review

Creative Planning increased its Investors Title Co (ITIC) stake by 20% in Q1 2026, buying an estimated $68K and bringing the position to 1,703 shares worth $370K. The position accounts for ﹤0.01% of the portfolio, ranked #3258.

Creative Planning first reported a position in ITIC in Q2 2017 and has held it in 5 quarters since. 119 funds tracked by Wall St. Rank hold ITIC as of Q1 2026.

  • Creative Planning held 1,703 shares of Investors Title Co worth $370K as of Q1 2026.
  • Creative Planning bought 282 Investors Title Co shares in Q1 2026, an estimated $68K.
  • Investors Title Co made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #3258 holding.
  • Creative Planning first reported a position in Investors Title Co in Q2 2017 and has held it in 5 quarters since.
  • 119 funds tracked by Wall St. Rank held Investors Title Co as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.