True Wealth Design’s Investors Title Co ITIC Stock Holding History

True Wealth Design’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 Q2	–	Sell	-1	Closed	-$242	–	2699
2025 Q1	$242	Buy	+1	New	+$232	﹤0.01%	1877

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

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 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

True Wealth Design's ITIC Position: Q2 2025 in Review

True Wealth Design sold out of Investors Title Co (ITIC) in Q2 2025, closing a stake of 1 share — an estimated $242 sold.

True Wealth Design first reported a position in ITIC in Q1 2025 and held it in 1 quarter. The position peaked at $242 in Q1 2025. 111 funds tracked by Wall St. Rank hold ITIC as of Q2 2025.

True Wealth Design reported no remaining Investors Title Co position as of Q2 2025 after selling out during the quarter.
True Wealth Design sold 1 Investors Title Co share in Q2 2025, an estimated $242.
True Wealth Design first reported a position in Investors Title Co in Q1 2025 and held it in 1 quarter.
True Wealth Design's Investors Title Co position peaked at $242 in Q1 2025.
111 funds tracked by Wall St. Rank held Investors Title Co as of Q2 2025.

Based on True Wealth Design's 13F filing for Q2 2025, filed 6 Aug 2025.