OakChart

Investors Title Co

ITICFinancial·Insurance - Specialty·USA·Small·NASD·Nov 11 • 3:59 PM ET

263.31-7.12 (-2.63%)
2026-11-11 22:59 CET
Market cap
510.57 USD m
Revenue, TTM
301.93 USD m
Net income, TTM
37.65 USD m
Free cash flow, TTM
23.28 USD m
EPS diluted, TTM
19.87
P/E
13.25
Compare

Price

ITIC against its 20, 50 and 200-day averages
2050200
240.00260.00280.00300.00114K228KVolumeMay 26Jun 26Jul 26Aug 26Sep 26Oct 26Nov 26ITICclose 263.3120-day 274.4350-day 285.71200-day 261.74263.3152w high

14.9% under the 52-week high of 309.55 on 28 Aug 2026. 52-week low 209.75 on 20 Mar 2026. Last 15 sessions, 17.3% high to low

Volume 0.69× normal · the line is the 50-bar volume average

Profile

ITIC
52-week range, 54% of the way up
209.75309.55

Investors Title Co. is a holding company, which engages in the issuance of residential and commercial title insurance. The firm provides tax-deferred real property exchange services and investment management and trust services to individuals, trusts and other entities through its subsidiaries. It operates through the following segments: Title Insurance and Exchange Services. The Title Insurance segment focuses on issuing title insurance policies through approved attorneys from underwriting offices and through independent issuing agents. The Exchange Services segment acts as an intermediary in tax-deferred exchanges of property held for productive use in a trade or business or for investments and serves as exchange accommodation titleholder, holding property for exchangers in reverse exchange transactions. The company was founded by James Allen Fine in 1972 and is headquartered in Chapel Hill, NC.

IndexRUT
Employees574
IPODec 03, 1986
Beta0.64
ATR, 14d9.88
Rel volume0.69
Short float7.02%
Insider own25.05%
Inst own54.49%

Snapshot

6 groups

Valuation

IndexRUT
Market Cap497.32M
Enterprise Value-
Income37.65M
Sales301.93M
Book/sh155.46
Cash/sh-
Dividend Est.-
Dividend TTM1.84 (0.70%)
Dividend Ex-DateDec 01, 2026
Dividend Gr. 3/5Y0.00% 0.89%
Payout9.91%
Employees574
IPODec 03, 1986

Ratios

P/E13.25
Forward P/E-
PEG-
P/S1.65
P/B1.69
P/C-
P/FCF21.36
EV/EBITDA-
EV/Sales-
Quick Ratio-
Current Ratio3.02
Debt/Eq0.03
LT Debt/Eq0.02
Option/ShortNo / Yes

Earnings

EPS (ttm)19.87
EPS next Y-
EPS next Q-
EPS this Y-
EPS next Y-
EPS next 5Y-
EPS past 3/5Y13.81% -2.24%
Sales past 3/5Y-1.27% 2.90%
EPS Y/Y TTM4.44%
Sales Y/Y TTM10.25%
EPS Q/Q-22.92%
Sales Q/Q12.15%
Earnings-
EPS/Sales Surpr.- -

Ownership

Insider Own25.05%
Insider Trans0.11%
Inst Own54.49%
Inst Trans3.43%
ROA9.94%
ROE13.17%
ROIC12.52%
Gross Margin-
Oper. Margin15.96%
Profit Margin12.47%
SMA20-4.05%
SMA50-7.84%
SMA2000.60%
Trades-

Technical

Shs Outstand1.89M
Shs Float1.42M
Short Float7.02%
Short Ratio1.66
Short Interest0.10M
52W High309.55 -14.94%
52W Low209.75 25.54%
Volatility5.14% 3.16%
ATR (14)9.88
RSI (14)40.32
Beta0.64
Rel Volume0.69
Avg Volume60.18K
Volume41,354

Performance

Perf Week-2.08%
Perf Month-9.63%
Perf Quarter-6.89%
Perf Half Y13.50%
Perf YTD5.48%
Perf Year-5.40%
Perf 3Y95.83%
Perf 5Y35.50%
Perf 10Y258.32%
Recom-
Target Price-
Prev Close270.43
Price263.31
Change %-2.63%

Peers

Mkt cap
TickerCompanyMkt cap
FAFFirst American Financial Corp6.84B
FNFFidelity National Financial Inc11.84B
STCStewart Information Services Corp1.35B
RDNRadian Group Inc4.71B
NMIHNMI Holdings Inc2.91B
ESNTEssent Group Ltd5.70B
AGOAssured Guaranty Ltd3.24B
ACTEnact Holdings Inc6.21B
MTGMGIC Investment Corp5.54B
RKTRocket Companies Inc40.98B

Insider trading

2 filings
InsiderRelationshipDateTransactionCostSharesValueTotal heldForm
Parker, Jr. Elton C.DirectorMay 13 '26Buy231.00538124,2783,750May 13 05:02 PM
Scott James EDirectorFeb 20 '26Buy220.71500110,355600Feb 24 10:47 AM

Held by

AUM
TickerCompanyAUM
VTIVanguard Morningstar Total Stock Market ETFAUM: 687.42B
IWMiShares Russell 2000 Index FundAUM: 77.38B
AVUVAvantis U.S. Small Cap Value ETFAUM: 32.39B
DFATU.S. Targeted Value Portfolio-ETF Class SharesAUM: 14.47B
VXFVanguard Extended Market Index ETFAUM: 30.47B
IWNiShares Russell 2000 Value ETFAUM: 14.10B
DFASU.S. Small Cap Portfolio-ETF Class SharesAUM: 15.51B
VTWOVanguard Russell 2000 Index ETFAUM: 16.75B
DFACU.S. Core Equity 2 Portfolio-ETF Class SharesAUM: 49.14B
FDMFirst Trust Dow Jones Select Microcap Index FundAUM: 267.52M

Quarterly earnings

actual against estimate
PeriodReportedEPS actEPS estEPS repSales actSales estAnalysts
2026Q12026-05-07--3.20364.01--
2025Q42026-02-17--3.96769.52--
2025Q32025-11-05--6.44973.02--
2025Q22025-08-06--6.48373.65--
2025Q12025-05-08--1.67356.57--
2024Q42025-02-13--4.41070.63--
2024Q32024-11-05--4.92168.83--
2024Q22024-08-06--4.70465.38--
2024Q12024-05-03--2.39553.46--
2023Q42024-02-13--3.08653.68--
2023Q32023-11-02--3.74661.41--
2023Q22023-08-07--4.00158.31--
2023Q12023-05-05--0.62351.34--
2022Q42023-02-14--3.96765.49--
2022Q32022-11-04--4.17178.00--
2022Q22022-08-05--1.20070.90--

Annual earnings

PeriodEPS actEPS estEPS repSales actSales est
2010FY2.7802.0802.78071.3155.00
2011FY3.200-3.200--

Estimate revisions

last 14 periods
PeriodTypeDateEstimatesUpDownMeanLowHigh
No estimate revisions.

Estimate history

EPS, annual13.55911.5416.59220.79135.27412.59411.45616.42318.56519.867
Period201720182019202020212022202320242025TTM
EPS, quarterly4.9214.411.6736.4836.4493.9673.2037.7264.971
PeriodQ3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26Q2 '26Q3 '26
Sales, annual161.627156.259183.502236.408329.498283.392224.75258.298272.755301.93
Period201720182019202020212022202320242025TTM
Sales, quarterly68.82970.62856.56573.64973.02369.51864.01386.50381.895
PeriodQ3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26Q2 '26Q3 '26
Shares, annual1.8861.8871.8891.8921.8951.8971.8911.8861.8881.889
Period201720182019202020212022202320242025MRQ
Shares, quarterly1.8841.8861.8861.8881.8881.8881.8881.8881.889
PeriodQ3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26Q2 '26Q3 '26

Income statement, annual

Currency USD, millions
MetricTTM2025FY2024FY2023FY2022FY2021FY2020FY2019FY2018FY
Total Revenue301.93272.75258.30224.75283.39329.50236.41183.50156.26
Losses, Claims & Reserves8.394.614.534.764.255.695.203.53-0.33
Selling, General and Administrative Incl. Other245.36223.60214.31193.76249.03238.88181.54140.15129.52
Operating Income before Interest Expense48.1744.5539.4626.2330.1184.9349.6639.8227.07
Interest Expense0.000.000.000.000.00---0.00
Net Income Before Taxes48.1744.5539.4626.2330.1184.9349.6639.8227.07
Income Taxes10.539.378.394.546.2117.9110.248.375.21
Consolidated Net Income37.6535.1831.0721.6923.9067.0239.4231.4621.86
Net Income From Continuing Operations37.6535.1831.0721.6923.9067.0239.4231.4621.89
Net Income37.6535.1831.0721.6923.9067.0239.4231.4621.89
EPS (Recurring)19.8518.5616.4211.4612.5935.2720.7916.5911.54
EPS (Basic, Before Extraordinaries)19.9418.6416.4811.4612.6035.3920.8416.6611.60
EPS (Diluted)19.8718.5616.4211.4612.5935.2720.7916.5911.54
Non-Operating Income (Expense)0.000.000.000.000.000.000.000.000.00
Other After Tax Adjustments0.000.000.000.000.000.000.000.000.00
Stock Option Compensation Expense0.620.430.310.340.290.220.170.190.26
Price To Earnings Ratio13.6113.6115.1812.117.134.925.987.1810.90
Price To Sales Ratio1.781.731.731.370.991.141.231.642.14
Operating Margin15.9616.3315.2811.6710.6225.7821.0121.7017.32
Net Margin12.4712.9012.039.658.4320.3416.6717.1414.01
Shares Outstanding1.891.891.891.891.901.901.891.891.89
Market Capitalization510.57510.57432.13282.45251.20328.60235.13224.93237.43
Operating Income after Interest Expense-44.5539.4626.2330.11---27.07
Reserves Increase (Decrease)-0.000.000.000.000.000.000.000.00

Income statement, quarterly

Currency USD, millions
Metric2026Q32026Q22026Q12025Q42025Q32025Q22025Q12024Q4
Total Revenue81.8986.5064.0169.5273.0273.6556.5670.63
Losses, Claims & Reserves4.142.780.470.991.212.080.321.05
Selling, General and Administrative Incl. Other66.3464.2755.8358.9256.7255.7752.1958.77
Operating Income before Interest Expense11.4119.457.719.6115.0915.804.0510.81
Interest Expense0.000.000.000.000.000.000.000.00
Operating Income after Interest Expense11.4119.457.719.6115.0915.804.0510.81
Net Income Before Taxes11.4119.457.719.6115.0915.804.0510.81
Income Taxes1.984.811.652.092.883.520.882.45
Consolidated Net Income9.4314.636.077.5212.2112.283.178.36
Net Income From Continuing Operations9.4314.636.077.5212.2112.283.178.36
Net Income9.4314.636.077.5212.2112.283.178.36
EPS (Recurring)4.977.733.203.976.456.481.674.41
EPS (Basic, Before Extraordinaries)4.997.753.213.986.476.511.684.44
EPS (Diluted)4.977.733.203.976.456.481.674.41
Non-Operating Income (Expense)0.000.000.000.000.000.000.000.00
Other After Tax Adjustments0.000.000.000.000.000.000.000.00
Stock Option Compensation Expense0.140.090.090.29-0.040.090.080.08
Price To Earnings Ratio13.6113.6111.7013.1314.8413.0314.2115.18
Price To Sales Ratio1.781.771.471.731.851.481.751.74
Operating Margin13.9322.4812.0513.8220.6721.457.1715.31
Net Margin11.5116.929.4810.8116.7316.675.6111.84
Shares Outstanding1.891.891.891.891.891.891.891.89
Market Capitalization510.57516.71410.24471.21489.74386.11440.46432.13

Balance sheet, annual

Currency USD, millions
Metric2025FY2024FY2023FY2022FY2021FY2020FY2019FY2018FY2017FY
Total Cash20.8424.6524.0335.3137.1713.7225.9518.6920.21
Investments243.62227.59223.11223.28214.18206.54186.78176.82179.93
Premium Balance Receivables - Insurance17.1316.0513.3419.0522.9519.4312.5212.1310.03
Net Property, Plant & Equipment37.1834.0930.1924.4918.2314.6914.2410.3010.17
Investment in Unconsolidated Affiliates8.184.955.564.428.696.756.085.856.59
Deferred Tax Assets6.536.406.436.135.424.724.773.453.75
Other Intangible Assets36.1926.2334.3333.2130.2621.7918.3120.4721.98
Total Assets369.67339.97336.99345.89336.91287.64268.66247.71252.66
Insurance Policy Liabilities - Insurance38.0937.0637.1537.1936.7533.5831.3331.7334.80
Total Debt8.056.366.456.845.333.674.500.000.00
Long Term Debt6.374.104.084.933.782.603.450.000.00
Provision for Risks Charges0.000.000.000.000.000.000.000.000.00
Deferred Tax Liabilities13.7110.499.9813.8018.5413.3111.817.6312.37
Other Liabilities41.5234.2931.8647.0547.2036.6629.6632.7227.57
Total Liabilities101.3788.2085.44104.88107.8287.2277.3072.0874.74
Non-Equity Reserves0.000.000.000.000.000.000.000.000.00
Preferred Stock - Carrying Value0.000.000.000.000.000.000.000.000.00
Common Equity268.30251.77251.55241.01229.09200.42191.36175.64177.84
Total Shareholders Equity268.30251.77251.55241.01229.09200.42191.36175.64177.84
Accumulated Minority Interest0.000.000.000.000.000.000.000.000.09
Total Equity268.30251.77251.55241.01229.09200.42191.36175.64177.92
Total Liabilities & Stockholders Equity369.67339.97336.99345.89336.91287.64268.66247.71252.66
Book Value Per Share142.11133.50133.03127.05120.89105.93101.3093.0894.29
Tangible Book Value Per Share126.09124.66123.64116.97112.02100.4095.5087.0088.27
Full-Time Employees574550571655562456402385383
Price to Book Ratio1.741.591.121.051.441.171.181.351.46
Return on Assets9.919.186.357.0021.4614.1712.188.7510.57
Return on Equity13.5312.358.8110.1731.2120.1217.1412.3915.45
Return on Invested Capital12.8112.148.489.7228.7819.4216.1512.4614.46
Current Ratio3.473.654.414.422.992.501.852.101.60

Cash flow, annual

Currency USD, millions
MetricTTM2025FY2024FY2023FY2022FY2021FY2020FY2019FY2018FY
Funds from Operations43.7437.9030.9816.2036.6756.4641.0626.6123.10
Extraordinary Item0.000.000.000.000.000.000.000.000.00
Changes in Working Capital-14.36-6.96-1.14-8.78-0.47-4.53-6.97-5.691.28
Cash from Operating Activities29.3830.9429.847.4336.2051.9334.0920.9224.39
Capital Expenditures-1.56-5.56-7.42-9.19-5.68-6.53-3.20-1.49-1.86
Net Assets From Acquisitions-4.54-4.540.000.00-4.930.000.000.00-0.05
Sale of Fixed Assets and Businesses0.190.520.280.530.036.740.090.300.06
Purchase or Sale of Investments-2.44-5.258.901.96-18.197.90-11.515.67-1.01
Purchase of Investments-151.29-179.50-199.36-210.06-119.85-45.32-51.73-133.82-110.28
Sale Or Maturity of Investments148.84174.25208.25212.01101.6653.2240.22139.49109.27
Other Uses0.000.000.000.000.000.000.000.000.00
Other Sources0.000.000.000.000.030.960.020.000.01
Cash from Investing Activities-8.35-14.821.75-6.70-28.759.07-14.604.49-2.86
Cash Dividends Paid-19.93-19.93-29.86-11.05-9.18-37.55-31.72-18.13-23.02
Change in Capital Stock0.000.00-1.10-0.96-0.13-0.00-0.01-0.02-0.03
Repurchase of Common Pref Stock0.000.00-1.10-0.96-0.130.00-0.01-0.02-0.03
Sale of Common Pref Stock0.000.000.000.00-0.00-0.000.000.000.00
Proceedsfrom Stock Options0.000.000.000.000.000.000.000.000.00
Issuance or Reduction of Debt, Net0.000.000.000.000.000.000.000.000.00
Change in Long Term Debt0.000.000.000.000.000.000.000.000.00
Issuance of Long Term Debt0.000.000.000.000.000.000.000.000.00
Reduction of Long Term Debt0.000.000.000.000.000.000.000.000.00
Net Financing Active Other Cash Flow0.000.000.000.000.000.000.000.000.00
Other Financing Activities Uses0.000.000.000.000.000.000.000.000.00
Cash from Financing Activities-19.93-19.93-30.96-12.01-9.31-37.55-31.72-18.15-23.05
Net Change in Cash1.09-3.820.62-11.28-1.8623.45-12.237.25-1.52
Free Cash Flow23.2825.3822.42-1.7630.5245.4030.8919.4322.53
Preferred Dividends (Cash Flow)-0.000.000.000.000.000.000.000.00
Price to Free Cash Flow160.2086.79--13.1247.75-232.37-

Balance sheet, quarterly

Currency USD, millions
Metric2026Q32026Q22026Q12025Q42025Q32025Q2
Total Cash23.8520.4626.700.6322.7629.68
Investments273.05263.36244.74243.62262.25236.65
Net Property, Plant & Equipment40.0938.9137.9637.1836.3236.26
Investment in Unconsolidated Affiliates0.000.000.008.180.000.00
Deferred Tax Assets---6.53--
Other Intangible Assets38.3137.9934.6536.7325.4626.25
Total Assets393.94380.12361.54369.67363.32345.82
Insurance Policy Liabilities - Insurance41.0639.1037.8938.0938.2038.05
Total Debt9.088.728.698.057.628.01
Long Term Debt7.146.796.886.376.037.08
Provision for Risks Charges0.000.000.000.000.000.00
Deferred Tax Liabilities6.407.436.2813.716.633.79
Other Liabilities43.7538.3035.7941.5232.8529.79
Total Liabilities100.2893.5588.65101.3785.3179.65
Non-Equity Reserves0.000.000.000.000.000.00
Preferred Stock - Carrying Value0.000.000.000.000.000.00
Common Equity293.66286.57272.89268.30278.01266.18
Total Shareholders Equity293.66286.57272.89268.30278.01266.18
Accumulated Minority Interest0.000.000.000.000.000.00
Total Equity293.66286.57272.89268.30278.01266.18
Total Liabilities & Stockholders Equity393.94380.12361.54369.67363.32345.82
Book Value Per Share155.46151.79144.54142.11147.25140.98
Tangible Book Value Per Share139.12135.28128.45126.09138.10131.76
Full-Time Employees---574--
Price to Book Ratio1.741.891.531.701.841.52
Return on Assets9.9411.1410.959.9110.079.66
Return on Equity13.1714.6314.4413.5313.1212.55
Return on Invested Capital3.134.992.172.744.304.49
Current Ratio3.023.053.452.984.053.99

Cash flow, quarterly

Currency USD, millions
Metric2026Q32026Q22026Q12025Q42025Q32025Q2
Funds from Operations14.5213.566.539.1214.0410.76
Extraordinary Item0.000.000.000.000.000.00
Changes in Working Capital0.11-5.43-4.91-4.133.12-1.90
Cash from Operating Activities14.638.131.625.0017.168.86
Capital Expenditures-1.85-1.86-1.053.21-1.35-6.09
Net Assets From Acquisitions0.000.000.00-4.540.000.00
Sale of Fixed Assets and Businesses0.060.070.010.040.010.46
Purchase or Sale of Investments-8.59-11.706.1511.69-21.88-0.28
Purchase of Investments-32.42-50.95-25.68-42.24-67.73-45.62
Sale Or Maturity of Investments23.8339.2531.8353.9345.8645.33
Other Uses0.000.000.000.000.000.00
Other Sources0.000.000.000.000.000.00
Cash from Investing Activities-10.38-13.505.1110.41-23.21-5.91
Cash Dividends Paid-0.87-0.87-0.87-17.33-0.87-0.87
Preferred Dividends (Cash Flow)0.000.000.000.000.000.00
Change in Capital Stock0.000.000.000.000.000.00
Repurchase of Common Pref Stock0.000.000.000.000.000.00
Sale of Common Pref Stock0.000.000.000.000.000.00
Proceedsfrom Stock Options0.000.000.000.000.000.00
Issuance or Reduction of Debt, Net0.000.000.000.000.000.00
Change in Long Term Debt0.000.000.000.000.000.00
Issuance of Long Term Debt0.000.000.000.000.000.00
Reduction of Long Term Debt0.000.000.000.000.000.00
Net Financing Active Other Cash Flow0.000.000.000.000.000.00
Other Financing Activities Uses0.000.000.000.000.000.00
Cash from Financing Activities-0.87-0.87-0.87-17.33-0.87-0.87
Net Change in Cash3.39-6.245.87-1.92-6.922.08
Free Cash Flow12.786.260.573.6715.817.30
Price to Free Cash Flow160.2081.2055.4386.79191.93-

Revenue breakdown

United States2024: 258.30M 2025: 272.76M
Consolidation, Policy2024: -21.11M 2025: -18.20M
Exchange services2024: 11.10M 2025: 14.01M
Other Operating2024: 12.97M 2025: 13.92M
Title Insurance2024: 255.33M 2025: 263.03M

Short interest

shares short against float, oldest to newest
SettlementOf floatShares shortFloatAvg volume
2026-10-307.02%0.1M1.4M64.12K
2026-10-155.80%0.1M1.4M58.17K
2026-09-305.86%0.1M1.4M62.73K
2026-09-156.06%0.1M1.4M63.27K
2026-08-316.25%0.1M1.4M57.19K
2026-08-145.25%0.1M1.4M49.01K
2026-07-315.62%0.1M1.4M40.70K
2026-07-155.36%0.1M1.4M39.65K
2026-06-304.28%0.1M1.4M33.01K
2026-06-153.98%0.1M1.4M24.80K
2026-05-293.42%0.0M1.4M22.04K
2026-05-153.31%0.0M1.4M18.63K
2026-04-303.16%0.0M1.4M17.36K
2026-04-153.25%0.0M1.4M17.20K
2026-03-313.61%0.0M1.4M15.85K
2026-03-133.56%0.0M1.4M16.38K
2026-02-273.68%0.1M1.4M16.73K
2026-02-134.09%0.1M1.4M17.73K
2026-01-303.94%0.1M1.4M19.76K
2026-01-153.24%0.0M1.4M20.89K

Option chain

expiry 2026-11-11
TypeStrikeBidAskLastIVOpen intVolumeDeltaThetaVega
No option chain for this symbol.

Latest SEC filings

30
FiledFormDescriptionPeriodLink
2026-11-0910-QQuarterly report pursuant to Section 13 or 15(d)2026-09-30SEC
2026-11-058-KCurrent report2026-11-05SEC
2026-08-314Statement of changes in beneficial ownership of securities2026-08-27SEC
2026-08-134Statement of changes in beneficial ownership of securities2026-08-12SEC
2026-08-1010-QQuarterly report pursuant to Section 13 or 15(d)2026-06-30SEC
2026-08-068-KCurrent report2026-08-06SEC
2026-05-214Statement of changes in beneficial ownership of securities2026-05-20SEC
2026-05-214Statement of changes in beneficial ownership of securities2026-05-20SEC
2026-05-214Statement of changes in beneficial ownership of securities2026-05-20SEC
2026-05-214Statement of changes in beneficial ownership of securities2026-05-20SEC
2026-05-214Statement of changes in beneficial ownership of securities2026-05-20SEC
2026-05-214Statement of changes in beneficial ownership of securities2026-05-20SEC
2026-05-208-KCurrent report2026-05-20SEC
2026-05-134Statement of changes in beneficial ownership of securities2026-05-13SEC
2026-05-1110-QQuarterly report pursuant to Section 13 or 15(d)2026-03-31SEC
2026-05-078-KCurrent report2026-05-07SEC
2026-04-13ARSAnnual report to security holders. 2025-12-31SEC
2026-04-13DEF 14AProxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 19342026-05-20SEC
2026-03-194Statement of changes in beneficial ownership of securities2026-03-18SEC
2026-03-194Statement of changes in beneficial ownership of securities2026-03-18SEC
2026-03-1610-KAnnual report pursuant to Section 13 or 15(d)2025-12-31SEC
2026-02-244Statement of changes in beneficial ownership of securities2026-02-20SEC
2026-02-178-KCurrent report2026-02-17SEC
2025-11-0710-QQuarterly report pursuant to Section 13 or 15(d)2025-09-30SEC
2025-11-058-KCurrent report2025-11-05SEC
2025-08-0810-QQuarterly report pursuant to Section 13 or 15(d)2025-06-30SEC
2025-08-068-KCurrent report2025-08-06SEC
2025-05-224Statement of changes in beneficial ownership of securities2025-05-21SEC
2025-05-223Initial statement of beneficial ownership of securities2025-05-21SEC
2025-05-224/A2025-05-21SEC

Insider activity by month

MonthBoughtBuysSoldSells
2026-110000
2026-100000
2026-090000
2026-080000
2026-070000
2026-060000
2026-05124.28K100
2026-040000
2026-030000
2026-02110.36K100
2026-010000
2025-120000
2025-110000

Institutional holders

Manager% owned
MARKEL GROUP INC.11.30%
BlackRock, Inc.6.21%
DIMENSIONAL FUND ADVISORS LP4.08%
VANGUARD CAPITAL MANAGEMENT LLC3.21%
TWO SIGMA INVESTMENTS, LP2.88%
GEODE CAPITAL MANAGEMENT, LLC2.08%
STATE STREET CORP1.61%
GOLDMAN SACHS GROUP INC1.53%
THIRD AVENUE MANAGEMENT LLC1.16%
Aristides Capital LLC1.08%

Funds

Fund% owned
VANGUARD TOTAL STOCK MARKET INDEX FUND2.20%
iShares Russell 2000 ETF1.98%
Third Avenue Small-Cap Value Fund1.20%
Avantis U.S. Small Cap Value ETF1.05%
VANGUARD EXTENDED MARKET INDEX FUND0.94%
Fidelity Small Cap Index Fund0.84%
iShares Russell 2000 Value ETF0.76%
U.S. Targeted Value Portfolio0.73%
Dimensional U.S. Targeted Value ETF0.59%
U.S. SMALL CAP PORTFOLIO0.46%

OakChart. ITIC. Cached 15 minutes.

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