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Advisor Group’s Old Republic International ORI Stock Holding History

Advisor Group’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
2019
Q4 		$791K Sell
35,353
-6,280
-15% -$143K 0.01% 1357
2019
Q3 		$982K Buy
41,633
+4,921
+13% +$112K 0.01% 1152
2019
Q2 		$822K Sell
36,712
-19,384
-35% -$427K 0.01% 1258
2019
Q1 		$1.17M Buy
56,096
+2,399
+4% +$49.9K 0.01% 992
2018
Q4 		$1.1M Buy
53,697
+4,288
+9% +$91.9K 0.01% 900
2018
Q3 		$1.11M Buy
49,409
+857
+2% +$18.5K 0.01% 923
2018
Q2 		$967K Sell
48,552
-1,027
-2% -$21.5K 0.01% 877
2018
Q1 		$1.06M Sell
49,579
-572
-1% -$11.9K 0.01% 828
2017
Q4 		$1.07M Buy
50,151
+3,073
+7% +$62.8K 0.01% 844
2017
Q3 		$927K Buy
47,078
+2,280
+5% +$44.2K 0.01% 842
2017
Q2 		$874K Buy
44,798
+3,578
+9% +$71.3K 0.02% 816
2017
Q1 		$844K Sell
41,220
-2,344
-5% -$47.3K 0.02% 792
2016
Q4 		$827K Buy
43,564
+3,496
+9% +$62.9K 0.02% 743
2016
Q3 		$706K Buy
40,068
+6,953
+21% +$132K 0.02% 796
2016
Q2 		$636K Buy
+33,115
New +$619K 0.02% 801

Other funds holding ORI

BlackRock
BlackRock New York $5.72T 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Advisor Group's ORI Position: Q4 2019 in Review

Advisor Group reduced its Old Republic International (ORI) stake by 15% in Q4 2019, selling an estimated $143K and leaving 35,353 shares worth $791K. The position accounts for 0.01% of the portfolio, ranked #1357.

Advisor Group first reported a position in ORI in Q2 2016 and has held it in 15 quarters since. The position peaked at $1.17M in Q1 2019. 429 funds tracked by Wall St. Rank hold ORI as of Q4 2019.

  • Advisor Group held 35,353 shares of Old Republic International worth $791K as of Q4 2019.
  • Advisor Group sold 6,280 Old Republic International shares in Q4 2019, an estimated $143K.
  • Old Republic International made up 0.01% of Advisor Group's portfolio in Q4 2019, its #1357 holding.
  • Advisor Group first reported a position in Old Republic International in Q2 2016 and has held it in 15 quarters since.
  • Advisor Group's Old Republic International position peaked at $1.17M in Q1 2019.
  • 429 funds tracked by Wall St. Rank held Old Republic International as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.