VWM
ITIC

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

Venturi 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
2025
Q1 		– Sell
-30
Closed -$7.1K – 1218
2024
Q4 		$7.1K Hold
30
– – ﹤0.01% 1536
2024
Q3 		$6.89K Buy
+30
New +$6.3K ﹤0.01% 1297

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
Vanguard Group
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Venturi Wealth Management's ITIC Position: Q1 2025 in Review

Venturi Wealth Management sold out of Investors Title Co (ITIC) in Q1 2025, closing a stake of 30 shares — an estimated $7.1K sold.

Venturi Wealth Management first reported a position in ITIC in Q3 2024 and held it in 2 quarters. The position peaked at $7.1K in Q4 2024. 102 funds tracked by Wall St. Rank hold ITIC as of Q1 2025.

  • Venturi Wealth Management reported no remaining Investors Title Co position as of Q1 2025 after selling out during the quarter.
  • Venturi Wealth Management sold 30 Investors Title Co shares in Q1 2025, an estimated $7.1K.
  • Venturi Wealth Management first reported a position in Investors Title Co in Q3 2024 and held it in 2 quarters.
  • Venturi Wealth Management's Investors Title Co position peaked at $7.1K in Q4 2024.
  • 102 funds tracked by Wall St. Rank held Investors Title Co as of Q1 2025.

Based on Venturi Wealth Management's 13F filing for Q1 2025, filed 6 May 2025.