Position in ITIC
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$1,038,885
-$154,393 QoQ
Shares Held
4,780
0.0% QoQ
Ownership
0.253%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 30%
Shared 36%
None 35%
Common Shares in ITIC Over Time
Shares Held
Position Value (USD)
Position in Insurance - Specialty
Financial Services · as of Mar 31, 2026TRUIST FINANCIAL CORP holds $6,129,490 across 4 Insurance - Specialty names. ITIC ranks #2 (16.9% of the industry book) .
All Filings in ITIC
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,038,885 | 4,780 | Shares | Defined | 2026-04-27 | |
| 2025-12-31 | $1,193,278 | 4,780 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $1,146,311 | 4,280 | Shares | Defined | 2025-11-03 | |
| 2025-06-30 | $876,471 | 4,148 | Shares | Defined | 2025-07-18 | |
| 2025-03-31 | $999,998 | 4,148 | Shares | Defined | 2025-04-29 | |
| 2024-12-31 | $982,080 | 4,148 | Shares | Defined | 2025-01-31 | |
| 2024-09-30 | $977,109 | 4,252 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $451,045 | 2,504 | Shares | Defined | 2024-08-21 | |
| 2024-03-31 | $408,627 | 2,504 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $1,054,882 | 6,506 | Shares | Defined | 2024-02-02 | |
| 2023-09-30 | $963,473 | 6,506 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $949,876 | 6,506 | Shares | Defined | 2023-08-01 | |
| 2023-03-31 | $982,406 | 6,506 | Shares | Defined | 2023-05-05 | |
| 2022-12-31 | $959,960 | 6,506 | Shares | Defined | 2023-02-17 | |
| 2022-09-30 | $917,346 | 6,506 | Shares | Defined | 2022-10-26 | |
| 2022-06-30 | $1,020,726 | 6,506 | Shares | Defined | 2022-07-22 | |
| 2022-03-31 | $1,322,084 | 6,506 | Shares | Defined | 2022-04-22 | |
| 2021-12-31 | $1,282,657 | 6,506 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $1,187,995 | 6,506 | Shares | Defined | 2021-11-05 | |
| 2021-06-30 | $1,136,142 | 6,506 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $1,079,996 | 6,506 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $995,418 | 6,506 | Shares | Defined | 2021-11-19 | |
| 2020-09-30 | $846,170 | 6,506 | Shares | Defined | 2021-11-05 | |
| 2020-06-30 | $801,439 | 6,606 | Shares | Defined | 2021-11-16 | |
| 2020-03-31 | $832,768 | 6,506 | Shares | Defined | 2021-11-05 | |
| No filing history on record for this holder in this stock. | ||||||