AWM
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Accel Wealth Management’s Old Republic International ORI Stock Holding History

Accel Wealth Management’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
2023
Q2 		– Sell
-545
Closed -$13.6K – 645
2023
Q1 		$13.6K Buy
545
+6
+1% +$151 0.01% 809
2022
Q4 		$13K Buy
539
+239
+80% +$5.61K 0.01% 648
2022
Q3 		$7K Sell
300
-300
-50% -$6.75K ﹤0.01% 803
2022
Q2 		$13K Hold
600
– – 0.01% 646
2022
Q1 		$16K Sell
600
-277
-32% -$7.14K 0.01% 607
2021
Q4 		$22K Hold
877
– – 0.01% 552
2021
Q3 		$20K Buy
877
+300
+52% +$7.42K 0.01% 505
2021
Q2 		$14K Buy
577
+1
+0.2% +$25 0.01% 627
2021
Q1 		$13K Hold
576
– – 0.01% 606
2020
Q4 		$11K Buy
+576
New +$10.1K 0.01% 603

Other funds holding ORI

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM