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
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 $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

Sterling Wealth Management's ITIC Position: Q1 2026 in Review

Sterling Wealth Management held its Investors Title Co (ITIC) position steady in Q1 2026 at 1,296 shares worth $282K. The position accounts for 0.08% of the portfolio, ranked #91.

Sterling Wealth Management first reported a position in ITIC in Q4 2023 and has held it in 9 quarters since. The position peaked at $347K in Q3 2025. 119 funds tracked by Wall St. Rank hold ITIC as of Q1 2026.

  • Sterling Wealth Management held 1,296 shares of Investors Title Co worth $282K as of Q1 2026.
  • Sterling Wealth Management left its Investors Title Co share count unchanged in Q1 2026.
  • Investors Title Co made up 0.08% of Sterling Wealth Management's portfolio in Q1 2026, its #91 holding.
  • Sterling Wealth Management first reported a position in Investors Title Co in Q4 2023 and has held it in 9 quarters since.
  • Sterling Wealth Management's Investors Title Co position peaked at $347K in Q3 2025.
  • 119 funds tracked by Wall St. Rank held Investors Title Co as of Q1 2026.

Based on Sterling Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.