OSAM
ITIC

O'Shaughnessy Asset Management’s Investors Title Co ITIC Stock Holding History

O'Shaughnessy 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
2026
Q1 		$433K Sell
1,992
-666
-25% -$161K ﹤0.01% 1599
2025
Q4 		$664K Buy
2,658
+92
+4% +$24.2K ﹤0.01% 1346
2025
Q3 		$687K Sell
2,566
-177
-6% -$41.1K ﹤0.01% 1314
2025
Q2 		$580K Sell
2,743
-1,413
-34% -$317K ﹤0.01% 1306
2025
Q1 		$1M Sell
4,156
-1,137
-21% -$263K 0.01% 989
2024
Q4 		$1.25M Sell
5,293
-552
-9% -$138K 0.01% 857
2024
Q3 		$1.35M Buy
5,845
+1,136
+24% +$239K 0.01% 798
2024
Q2 		$848K Buy
4,709
+1,149
+32% +$190K 0.01% 911
2024
Q1 		$581K Buy
3,560
+1,037
+41% +$166K 0.01% 1035
2023
Q4 		$409K Buy
2,523
+195
+8% +$29K 0.01% 1091
2023
Q3 		$345K Buy
2,328
+493
+27% +$74.1K 0.01% 1053
2023
Q2 		$268K Sell
1,835
-998
-35% -$141K ﹤0.01% 1095
2023
Q1 		$428K Buy
2,833
+453
+19% +$69.6K 0.01% 914
2022
Q4 		$351K Buy
+2,380
New +$346K 0.01% 913
2021
Q4 		– Sell
-750
Closed -$137K – 1847
2021
Q3 		$137K Sell
750
-461
-38% -$83.1K ﹤0.01% 1221
2021
Q2 		$212K Sell
1,211
-48
-4% -$8.36K ﹤0.01% 1006
2021
Q1 		$209K Buy
1,259
+236
+23% +$37.2K ﹤0.01% 913
2020
Q4 		$157K Buy
1,023
+418
+69% +$64.7K ﹤0.01% 920
2020
Q3 		$79K Sell
605
-14
-2% -$1.8K ﹤0.01% 972
2020
Q2 		$75K Buy
619
+616
+20,533% +$76.8K ﹤0.01% 919
2020
Q1 		$0 Buy
+3
New +$462 ﹤0.01% 1532
2018
Q2 		– Sell
-1,836
Closed -$361K – 941
2018
Q1 		$361K Sell
1,836
-1,817
-50% -$354K 0.01% 402
2017
Q4 		$705K Sell
3,653
-924
-20% -$178K 0.02% 327
2017
Q3 		$820K Sell
4,577
-1,190
-21% -$213K 0.02% 297
2017
Q2 		$1.1M Buy
5,767
+1,026
+22% +$186K 0.03% 273
2017
Q1 		$747K Buy
4,741
+2,311
+95% +$313K 0.02% 314
2016
Q4 		$380K Buy
2,430
+35
+1% +$4.33K 0.01% 410
2016
Q3 		$238K Buy
2,395
+574
+32% +$56.5K 0.01% 459
2016
Q2 		$173K Buy
1,821
+1,619
+801% +$152K ﹤0.01% 512
2016
Q1 		$19K Buy
202
+162
+405% +$14.3K ﹤0.01% 681
2015
Q4 		$4K Sell
40
-27
-40% -$2.25K ﹤0.01% 823
2015
Q3 		$5K Hold
67
– – ﹤0.01% 768
2015
Q2 		$5K Hold
67
– – ﹤0.01% 836
2015
Q1 		$5K Buy
67
+6
+10% +$434 ﹤0.01% 823
2014
Q4 		$4K Buy
61
+54
+771% +$3.89K ﹤0.01% 899
2014
Q3 		$1K Buy
+7
New +$495 ﹤0.01% 940

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

O'Shaughnessy Asset Management's ITIC Position: Q1 2026 in Review

O'Shaughnessy Asset Management reduced its Investors Title Co (ITIC) stake by 25% in Q1 2026, selling an estimated $161K and leaving 1,992 shares worth $433K. The position accounts for ﹤0.01% of the portfolio, ranked #1599.

O'Shaughnessy Asset Management first reported a position in ITIC in Q3 2014 and has held it in 36 quarters since. The position peaked at $1.35M in Q3 2024. 119 funds tracked by Wall St. Rank hold ITIC as of Q1 2026.

  • O'Shaughnessy Asset Management held 1,992 shares of Investors Title Co worth $433K as of Q1 2026.
  • O'Shaughnessy Asset Management sold 666 Investors Title Co shares in Q1 2026, an estimated $161K.
  • Investors Title Co made up ﹤0.01% of O'Shaughnessy Asset Management's portfolio in Q1 2026, its #1599 holding.
  • O'Shaughnessy Asset Management first reported a position in Investors Title Co in Q3 2014 and has held it in 36 quarters since.
  • O'Shaughnessy Asset Management's Investors Title Co position peaked at $1.35M in Q3 2024.
  • 119 funds tracked by Wall St. Rank held Investors Title Co as of Q1 2026.

Based on O'Shaughnessy Asset Management's 13F filing for Q1 2026, filed 13 May 2026.