A&I Financial Services’s Old Republic International ORI Stock Holding History

A&I Financial Services’s Portfolio ORI Stock Details ORI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-17,404	Closed	-$694K	–	81
2026 Q1	$694K	Sell	17,404 -329	-2%	-$13.5K	0.33%	39
2025 Q4	$809K	Buy	17,733 +1,068	+6%	+$46.4K	0.38%	30
2025 Q3	$713K	Buy	16,665 +6	+0%	+$231	0.35%	34
2025 Q2	$640K	Buy	16,659 +878	+6%	+$33K	0.36%	33
2025 Q1	$619K	Buy	15,781 +2,046	+15%	+$75K	0.42%	33
2024 Q4	$497K	Buy	+13,735	New	+$501K	0.48%	34

Other funds holding ORI

Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return

Paradiem Covington, Louisiana $464M AUM 45.56% 1-Year Est. Return

Viking Fund Management Minot, North Dakota $1.12B AUM 44.65% 1-Year Est. Return

Bank & Trust Company Litchfield, Illinois $158M AUM 35.48% 1-Year Est. Return

Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return

Midway Capital Research & Management Chicago, Illinois $126M AUM

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Harrell Investment Partners Austin, Texas $461M AUM 31.07% 1-Year Est. Return