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AE Wealth Management’s Old Republic International ORI Stock Holding History

AE 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
2026
Q2 		$25.1M Buy
613,239
+600,797
+4,829% +$23.8M 0.12% 188
2026
Q1 		$496K Sell
12,442
-366,569
-97% -$15.1M ﹤0.01% 1117
2025
Q4 		$17.3M Buy
379,011
+5,233
+1% +$227K 0.1% 211
2025
Q3 		$15.9M Sell
373,778
-2,497
-0.7% -$96.3K 0.1% 209
2025
Q2 		$14.5M Buy
376,275
+344,583
+1,087% +$13M 0.11% 205
2025
Q1 		$1.24M Buy
31,692
+24,033
+314% +$881K 0.01% 658
2024
Q4 		$277K Sell
7,659
-941
-11% -$34.3K ﹤0.01% 1135
2024
Q3 		$305K Sell
8,600
-2,640
-23% -$89.3K ﹤0.01% 1026
2024
Q2 		$347K Sell
11,240
-356
-3% -$10.9K ﹤0.01% 985
2024
Q1 		$356K Sell
11,596
-129,013
-92% -$3.75M ﹤0.01% 911
2023
Q4 		$3.94M Sell
140,609
-19,585
-12% -$551K 0.02% 672
2023
Q3 		$4.32M Buy
160,194
+28,097
+21% +$758K 0.03% 587
2023
Q2 		$3.32M Buy
132,097
+112,126
+561% +$2.81M 0.02% 675
2023
Q1 		$499K Buy
19,971
+2,101
+12% +$52.9K ﹤0.01% 1357
2022
Q4 		$432K Buy
17,870
+5,314
+42% +$125K ﹤0.01% 1369
2022
Q3 		$263K Buy
12,556
+2,838
+29% +$63.9K ﹤0.01% 1521
2022
Q2 		$217K Sell
9,718
-18,071
-65% -$418K ﹤0.01% 1571
2022
Q1 		$719K Buy
27,789
+19,650
+241% +$507K ﹤0.01% 1060
2021
Q4 		$200K Buy
+8,139
New +$202K ﹤0.01% 1607
2020
Q1 		– Sell
-13,404
Closed -$300K – 1236
2019
Q4 		$300K Buy
13,404
+3,173
+31% +$72.2K 0.01% 900
2019
Q3 		$241K Buy
10,231
+923
+10% +$21.1K 0.01% 862
2019
Q2 		$208K Buy
+9,308
New +$205K 0.01% 889
2018
Q4 		– Sell
-9,346
Closed -$209K – 563
2018
Q3 		$209K Buy
+9,346
New +$202K 0.01% 553
2018
Q2 		– Sell
-9,696
Closed -$208K – 494
2018
Q1 		$208K Buy
+9,696
New +$201K 0.02% 404

Other funds holding ORI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

AE Wealth Management's ORI Position: Q2 2026 in Review

AE Wealth Management increased its Old Republic International (ORI) stake by 4,829% in Q2 2026, buying an estimated $23.8M and bringing the position to 613,239 shares worth $25.1M. The position accounts for 0.12% of the portfolio, ranked #188.

AE Wealth Management first reported a position in ORI in Q1 2018 and has held it in 24 quarters since. 652 funds tracked by Wall St. Rank hold ORI as of Q2 2026.

  • AE Wealth Management held 613,239 shares of Old Republic International worth $25.1M as of Q2 2026.
  • AE Wealth Management bought 600,797 Old Republic International shares in Q2 2026, an estimated $23.8M.
  • Old Republic International made up 0.12% of AE Wealth Management's portfolio in Q2 2026, its #188 holding.
  • AE Wealth Management first reported a position in Old Republic International in Q1 2018 and has held it in 24 quarters since.
  • 652 funds tracked by Wall St. Rank held Old Republic International as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.