Position in ITIC
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$354,689
+$73,017 QoQ
Shares Held
1,296
0.0% QoQ
Ownership
0.069%
of shares outstanding
% of Portfolio
0.63%
of 13F equity value
Holder Rank
#59
of 123 holders
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ITIC Over Time
Shares Held
Position Value (USD)
Position in Insurance - Specialty
Financial Services · as of Jun 30, 2026Sterling Wealth Management, Inc. holds $354,689 across 1 Insurance - Specialty name. ITIC ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ITIC |
Investors Title Co
This page
|
1,296 | $354,689 |
All Filings in ITIC
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $354,689 | 1,296 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $281,672 | 1,296 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $323,533 | 1,296 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $347,107 | 1,296 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $273,844 | 1,296 | Shares | Sole | 2025-08-14 | |
| 2024-12-31 | $306,840 | 1,296 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $297,820 | 1,296 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $233,448 | 1,296 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $211,494 | 1,296 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $210,133 | 1,296 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||