SWM
ITIC

Sterling Wealth Management’s Investors Title Co ITIC Stock Holding History

Sterling Wealth 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
Q2 		$355K Hold
1,296
– – 0.09% 87
2026
Q1 		$282K Hold
1,296
– – 0.08% 91
2025
Q4 		$324K Hold
1,296
– – 0.09% 82
2025
Q3 		$347K Hold
1,296
– – 0.11% 77
2025
Q2 		$274K Buy
+1,296
New +$291K 0.09% 85
2024
Q4 		$307K Hold
1,296
– – 0.11% 87
2024
Q3 		$298K Hold
1,296
– – 0.11% 89
2024
Q2 		$233K Hold
1,296
– – 0.11% 93
2024
Q1 		$211K Hold
1,296
– – 0.11% 93
2023
Q4 		$210K Buy
+1,296
New +$193K 0.12% 90

Other funds holding ITIC

MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
TAM
Third Avenue Management New York $625M AUM 48.93% 1-Year Est. Return
AC
Aristides Capital Louisville, Kentucky $514M AUM 29.58% 1-Year Est. Return

Sterling Wealth Management's ITIC Position: Q2 2026 in Review

Sterling Wealth Management held its Investors Title Co (ITIC) position steady in Q2 2026 at 1,296 shares worth $355K. The position accounts for 0.09% of the portfolio, ranked #87.

Sterling Wealth Management first reported a position in ITIC in Q4 2023 and has held it in 10 quarters since. 123 funds tracked by Wall St. Rank hold ITIC as of Q2 2026.

  • Sterling Wealth Management held 1,296 shares of Investors Title Co worth $355K as of Q2 2026.
  • Sterling Wealth Management left its Investors Title Co share count unchanged in Q2 2026.
  • Investors Title Co made up 0.09% of Sterling Wealth Management's portfolio in Q2 2026, its #87 holding.
  • Sterling Wealth Management first reported a position in Investors Title Co in Q4 2023 and has held it in 10 quarters since.
  • 123 funds tracked by Wall St. Rank held Investors Title Co as of Q2 2026.

Based on Sterling Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.