• INVESTORS TITLE CO Institutional Ownership

  • Ownership Breakdown: ITIC

    as of 8/21/08
    Large Block Holder Type Number  
    Institutions 28
     
    Total Number of Shares Held
    2.69 M
    % of Shares Owned by all Large Block Holders
    100.00%
    Mutual Fund 22
    Other Major 9
    Total Number of Large Block Holders 59
  • Top 10 Institutional Holders: ITIC

    Name Shares Estimated Value of Shares * Holdings Shares Outstanding Turnover Rating
    Markel-Gayner Asset Management Corp. 229,350 11.12 M 0.73% 8.53% Low
    Dimensional Fund Advisors, LP 126,204 6.12 M 0.01% 4.69% Low
    Bridgeway Capital Management, Inc. 56,432 2.74 M 0.05% 2.10% Medium
    The London Company of Virginia 51,774 2.51 M 0.37% 1.92% Low
    Vanguard Group, Inc. 14,383 697,576.00 0.00% 0.53% Low
    Baker Ellis Asset Management LLC 11,199 543,152.00 0.34% 0.42% Low
    Prospector Partners, LLC 9,657 468,365.00 0.02% 0.36% Low
    Fifth Third Asset Management Inc. 9,471 459,344.00 0.00% 0.35% Low
    Robeco Investment Management, Inc. 8,795 426,558.00 0.00% 0.33% Medium
    Pitcairn 8,617 417,925.00 0.07% 0.32% High

    Total % of Shares Owned by:

    Top 10 Holders
    19.55%
    Top 25 Holders
    21.75%
    Top 50 Holders
    21.76%


     

    * Value of shares is estimated based on the closing price of the month in which the shares were purchased.

  • Top 10 Mutual Fund Holders: ITIC

    Name Shares Estimated Value of Shares * Holdings Shares Outstanding Turnover Rating
    Bridgeway Ultra-Small Company Market Fund 56,432 2.77 M 0.34% 2.10% Low
    DFA U.S. Small Cap Value Series 29,302 1.43 M 0.02% 1.09% Low
    DFA U.S. Micro Cap Series 20,202 982,625.00 0.02% 0.75% Low
    Vanguard Total Stock Market Index Fund 10,524 515,676.00 0.00% 0.39% Low
    Tamarack MicroCap Value Fund 8,300 373,500.00 0.13% 0.31% Low
    Robeco Boston Partners Long/Short Equity Fund 4,380 212,430.00 0.44% 0.16% High
    Storebrand Global Indeks I 4,647 209,115.00 0.06% 0.17% Medium
    Boston Partners Long/Short Equity, L.P. 4,380 197,100.00 0.42% 0.16% High
    AFBA 5Star Small Cap Fund 3,500 169,750.00 0.44% 0.13% High
    DFA Tax-Managed U.S. Targeted Value Portfolio 3,804 144,514.00 0.01% 0.14% Low

    Total % of Shares Owned by:

    Top 10 Holders
    5.41%
    Top 25 Holders
    5.88%
    Top 50 Holders
    5.88%


     

    * Value of shares is estimated based on the closing price of the month in which the shares were purchased.

  • Top 10 Other Holders: ITIC

    Name Shares Estimated Value of Shares * Holdings Shares Outstanding Turnover Rating
    Fine (J Allen) 196,475 9.82 M 7.30% Low
    Fine (James A Jr) 178,416 8.92 M 6.63% Low
    Fine (William Morris) 84,064 4.20 M 3.13% Low
    Francis (David L) 44,666 2.17 M 1.66% Low
    King (H Joe Jr) 17,626 881,124.00 0.66% Low
    Morton (James R) 10,915 545,641.00 0.41% Low
    Parker (A Scott III) 9,160 416,780.00 0.34% Medium
    Hutson (Richard M II) 1,100 54,989.00 0.04%
    Johnson (R Horace) 400 19,996.00 0.01% Medium
    —%

    Total % of Shares Owned by:

    Top 10 Holders
    20.18%
    Top 25 Holders
    20.18%
    Top 50 Holders
    20.18%


     

    * Value of shares is estimated based on the closing price of the month in which the shares were purchased.