Investors Title Company
US ˙ NasdaqGS ˙ US4618041069

SecurityITIC / Investors Title Company
InstitutionDimensional Fund Advisors Lp
Latest Disclosed Ownership94,330 shares
Ownership 5.00%
Dimensional Fund Advisors Lp ownership in ITIC / Investors Title Company

2021-02-12 - Dimensional Fund Advisors Lp has filed an SC 13G/A form with the Securities and Exchange Commission (SEC) disclosing ownership of 94,330 shares of Investors Title Company (US:ITIC). This represents 5.0 percent ownership of the company. In their previous filing dated 2020-02-12 , Dimensional Fund Advisors Lp had reported owning 129,674 shares, indicating a decrease of -27.26 percent.

Institutional Ownership: 13D/G Filings

This table shows a history of the 13D/G filings made by the investor and/or investor group. Note that the share values in this table are not directly comparable to any numbers shown in the 13F table (if any).

File
Date		Effective
Date		Form Prev
Shares		 Latest
Shares		 ΔShares
(Percent)		 Ownership
(Percent)		 ΔOwnership
(Percent)
2021-02-12 2021-02-12 13G/A 129,674 94,330 -27.26 5.00 -27.22
2020-02-12 2020-02-12 13G/A 149,402 129,674 -13.20 6.87 -13.26
2019-02-08 2019-02-08 13G/A 152,458 149,402 -2.00 7.92 -1.98
2018-02-09 2018-02-09 13G/A 153,828 152,458 -0.89 8.08 -0.98
2017-02-09 2017-02-09 13G/A 154,984 153,828 -0.75 8.16 2.77
2016-02-09 2016-02-09 13G/A 154,984 7.94
2015-02-05 2015-02-05 13G/A 153,010 7.54
2014-02-10 2014-02-10 13G/A 150,891 7.30
2013-02-11 2013-02-11 13G/A 151,098 7.33
2012-02-14 2012-02-14 13G/A 147,754 6.97

Important Note: One of the primary uses of the 13D/G filings is to evaluate the ability of a firm to control a company (ie, the "beneficial ownership"). To that end, firms are required to report not just direct holdings in companies, but indirect holdings that they control. For investment firms, these indirect holdings can include shares in funds they manage, advisory accounts, and in the case of activist campaigns, pledged votes. Therefore, share counts listed in 13D/G filings can differ significantly than share counts listed in 13F filings.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-07 2026-03-31 13F INVESTORS TITLE CO NC COM 461804106 73,065 178 0.24 15,881 -12.72 0.0007
2026-02-12 2025-12-31 13F INVESTORS TITLE CO NC COM 461804106 72,887 -2,354 -3.13 18,196 -9.70 0.0038
2025-11-12 2025-09-30 13F INVESTORS TITLE CO NC COM 461804106 75,241 -9,437 -11.14 20,151 12.61 0.0043
2025-08-12 2025-06-30 13F INVESTORS TITLE CO NC COM 461804106 84,678 -681 -0.80 17,893 -13.05 0.0041
2025-05-13 2025-03-31 13F INVESTORS TITLE CO NC COM 461804106 85,359 -3,412 -3.84 20,578 -2.09 0.0051
2025-02-13 2024-12-31 13F INVESTORS TITLE CO NC COM 461804106 88,771 -2,155 -2.37 21,018 0.59 0.0050
2024-11-07 2024-09-30 13F INVESTORS TITLE CO NC COM 461804106 90,926 -1,055 -1.15 20,895 26.11 0.0051
2024-08-09 2024-06-30 13F INVESTORS TITLE CO NC COM 461804106 91,981 145 0.16 16,568 10.56 0.0043
2024-05-10 2024-03-31 13F INVESTORS TITLE CO NC COM 461804106 91,836 -79 -0.09 14,987 0.56 0.0041
2024-02-07 2023-12-31 13F INVESTORS TITLE CO NC COM 461804106 91,915 483 0.53 14,903 10.07 0.0044
2023-11-09 2023-09-30 13F INVESTORS TITLE CO NC COM 461804106 91,432 -98 -0.11 13,540 1.33 0.0044
2023-08-09 2023-06-30 13F INVESTORS TITLE CO NC COM 461804106 91,530 404 0.44 13,363 -2.89 0.0043
2023-05-12 2023-03-31 13F INVESTORS TITLE CO NC COM 461804106 91,126 379 0.42 13,760 105,746.15 0.0046
2023-02-09 2022-12-31 13F INVESTORS TITLE CO NC COM 461804106 90,747 1,760 1.98 13 -99.90 0.0040
2022-11-10 2022-09-30 13F INVESTORS TITLE CO NC COM 461804106 88,987 1,011 1.15 12,547 -9.09 0.0048
2022-08-12 2022-06-30 13F INVESTORS TITLE CO NC COM 461804106 87,976 -275 -0.31 13,802 -23.04 0.0050
2022-05-13 2022-03-31 13F INVESTORS TITLE CO NC COM 461804106 88,251 -244 -0.28 17,934 2.79 0.0055
2022-02-09 2021-12-31 13F INVESTORS TITLE CO NC COM 461804106 88,495 -1,618 -1.80 17,447 6.03 0.0053
2021-11-12 2021-09-30 13F INVESTORS TITLE CO NC COM 461804106 90,113 -826 -0.91 16,455 3.62 0.0053
2021-08-12 2021-06-30 13F INVESTORS TITLE CO NC COM 461804106 90,939 -1,725 -1.86 15,880 3.24 0.0050
2021-05-14 2021-03-31 13F INVESTORS TITLE CO NC COM 461804106 92,664 -1,666 -1.77 15,382 6.58 0.0051
2021-03-08 2020-12-31 13F/A-2 INVESTORS TITLE CO NC COM 461804106 94,330 -7,294 -7.18 14,433 9.19 0.0052
2021-02-11 2020-12-31 13F INVESTORS TITLE CO NC COM 461804106 94,330 -7,294 14,433 5,212.4324
2020-11-12 2020-09-30 13F INVESTORS TITLE CO NC COM 461804106 101,624 -7,648 -7.00 13,218 -0.29 0.0056
2020-08-13 2020-06-30 13F INVESTORS TITLE COM 461804106 109,272 -10,775 -8.98 13,256 -13.73 0.0058
2020-05-14 2020-03-31 13F INVESTORS TITLE COM 461804106 120,047 -9,627 -7.42 15,366 -25.57 0.0080
2020-02-14 2019-12-31 13F INVESTORS TITLE COM 461804106 129,674 -10,959 -7.79 20,644 -8.31 0.0075
2019-11-12 2019-09-30 13F INVESTORS TITLE COM 461804106 140,633 -3,685 -2.55 22,515 -6.58 0.0087
2019-08-13 2019-06-30 13F INVESTORS TITLE COM 461804106 144,318 -5,259 -3.52 24,101 2.05 0.0094
2019-08-12 2019-03-31 13F/A-2 INVESTORS TITLE COM 461804106 149,577 175 0.12 23,618 -10.53 0.0094
2019-05-10 2019-03-31 13F INVESTORS TITLE COM 461804106 149,577 175 23,618
2019-02-26 2018-12-31 13F/A-1 INVESTORS TITLE COM 461804106 149,402 -669 -0.45 26,397 4.76 0.0120
2019-02-13 2018-12-31 13F INVESTORS TITLE COM 461804106 149,402 -669 26,397
2018-11-13 2018-09-30 13F INVESTORS TITLE COM 461804106 150,071 -653 -0.43 25,197 -9.47 0.0096
2018-08-10 2018-06-30 13F INVESTORS TITLE COM 461804106 150,724 -1,389 -0.91 27,833 -8.47 0.0111
2018-05-11 2018-03-31 13F INVESTORS TITLE COM 461804106 152,113 -345 -0.23 30,407 0.55 0.0127
2018-02-12 2017-12-31 13F INVESTORS TITLE COM 461804106 152,458 -815 -0.53 30,240 10.18 0.0125
2017-11-13 2017-09-30 13F INVESTORS TITLE COM 461804106 153,273 -1,185 -0.77 27,447 -8.14 0.0120
2017-08-11 2017-06-30 13F INVESTORS TITLE COM 461804106 154,458 180 0.12 29,878 22.46 0.0138
2017-05-12 2017-03-31 13F INVESTORS TITLE COM 461804106 154,278 450 0.29 24,399 0.27 0.0117
2017-02-09 2016-12-31 13F INVESTORS TITLE COM 461804106 153,828 -603 -0.39 24,333 58.36 0.0122
2016-11-10 2016-09-30 13F INVESTORS TITLE COM 461804106 154,431 -1,053 -0.68 15,366 3.75 0.0083
2016-08-09 2016-06-30 13F INVESTORS TITLE COM 461804106 155,484 0 0.00 14,810 4.59 0.0085
2016-05-13 2016-03-31 13F INVESTORS TITLE COM 461804106 155,484 500 0.32 14,160 -5.61 0.0085
2016-02-10 2015-12-31 13F INVESTORS TITLE COM 461804106 154,984 576 0.37 15,002 34.09 0.0094
2015-11-13 2015-09-30 13F INVESTORS TITLE COM 461804106 154,408 0 0.00 11,188 2.21 0.0073
2015-08-14 2015-06-30 13F INVESTORS TITLE COM 461804106 154,408 95 0.06 10,946 -4.17 0.0067
2015-05-14 2015-03-31 13F INVESTORS TITLE COM 461804106 154,313 1,303 0.85 11,422 3.16 0.0072
2015-02-06 2014-12-31 13F INVESTORS TITLE COM 461804106 153,010 816 0.54 11,072 -0.62 0.0073
2014-11-13 2014-09-30 13F INVESTORS TITLE COM 461804106 152,194 2 0.00 11,141 8.64 0.0079
2014-08-08 2014-06-30 13F INVESTORS TITLE COM 461804106 152,192 1,155 0.76 10,255 -10.55 0.0071
2014-05-14 2014-03-31 13F INVESTORS TITLE COM 461804106 151,037 146 0.10 11,464 -6.18 0.0086
2014-02-12 2013-12-31 13F INVESTORS TITLE COM 461804106 150,891 2,428 1.64 12,219 9.59 0.0095
2013-11-13 2013-09-30 13F INVESTORS TITLE COM 461804106 148,463 -2,881 -1.90 11,150 3.86 0.0097
2013-08-15 2013-06-30 13F INVESTORS TITLE COM 461804106 151,344 151,344 10,736 0.0101
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.