Envestnet Asset Management’s Investors Title Co ITIC Stock Holding History

Envestnet Asset Management’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
2025 Q1	–	Sell	-4,248	Closed	-$1.01M	–	4412
2024 Q4	$1.01M	Buy	4,248 +216	+5%	+$54.1K	﹤0.01%	3169
2024 Q3	$927K	Buy	+4,032	New	+$847K	﹤0.01%	3183
2024 Q1	–	Sell	-4,002	Closed	-$649K	–	4231
2023 Q4	$649K	Hold	4,002	–	–	﹤0.01%	3189
2023 Q3	$593K	Hold	4,002	–	–	﹤0.01%	3159
2023 Q2	$584K	Hold	4,002	–	–	﹤0.01%	3116
2023 Q1	$604K	Hold	4,002	–	–	﹤0.01%	3026
2022 Q4	$590K	Hold	4,002	–	–	﹤0.01%	3000
2022 Q3	$564K	Hold	4,002	–	–	﹤0.01%	2937
2022 Q2	$628K	Sell	4,002 -15	-0.4%	-$2.58K	﹤0.01%	2926
2022 Q1	$816K	Buy	4,017 +8	+0.2%	+$1.59K	﹤0.01%	2802
2021 Q4	$790K	Sell	4,009 -30	-0.7%	-$6.23K	﹤0.01%	2787
2021 Q3	$738K	Buy	4,039 +20	+0.5%	+$3.6K	﹤0.01%	2737
2021 Q2	$702K	Hold	4,019	–	–	﹤0.01%	2762
2021 Q1	$667K	Buy	+4,019	New	+$633K	﹤0.01%	2680
2015 Q1	–	Sell	-137	Closed	-$10K	–	2229
2014 Q4	$10K	Hold	137	–	–	﹤0.01%	1960
2014 Q3	$10K	Hold	137	–	–	﹤0.01%	2119
2014 Q2	$9K	Buy	137 +14	+11%	+$971	﹤0.01%	2085
2014 Q1	$9K	Hold	123	–	–	﹤0.01%	1922
2013 Q4	$10K	Hold	123	–	–	﹤0.01%	1743
2013 Q3	$9K	Hold	123	–	–	﹤0.01%	1740
2013 Q2	$9K	Buy	+123	New	+$8.67K	﹤0.01%	1703

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Envestnet Asset Management's ITIC Position: Q1 2025 in Review

Envestnet Asset Management sold out of Investors Title Co (ITIC) in Q1 2025, closing a stake of 4,248 shares — an estimated $1.01M sold.

Envestnet Asset Management first reported a position in ITIC in Q2 2013 and held it in 21 quarters. The position peaked at $1.01M in Q4 2024. 102 funds tracked by Wall St. Rank hold ITIC as of Q1 2025.

Envestnet Asset Management reported no remaining Investors Title Co position as of Q1 2025 after selling out during the quarter.
Envestnet Asset Management sold 4,248 Investors Title Co shares in Q1 2025, an estimated $1.01M.
Envestnet Asset Management first reported a position in Investors Title Co in Q2 2013 and held it in 21 quarters.
Envestnet Asset Management's Investors Title Co position peaked at $1.01M in Q4 2024.
102 funds tracked by Wall St. Rank held Investors Title Co as of Q1 2025.

Based on Envestnet Asset Management's 13F filing for Q1 2025, filed 29 Apr 2025.