Alan B. Lancz & Associates’s Old Republic International ORI Stock Holding History

Alan B. Lancz & Associates’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	$460K	Hold	11,250	–	–	0.4%	67
2026 Q1	$449K	Sell	11,250 -1,300	-10%	-$53.4K	0.44%	64
2025 Q4	$573K	Hold	12,550	–	–	0.5%	51
2025 Q3	$533K	Hold	12,550	–	–	0.48%	51
2025 Q2	$482K	Hold	12,550	–	–	0.48%	51
2025 Q1	$492K	Hold	12,550	–	–	0.52%	52
2024 Q4	$454K	Hold	12,550	–	–	0.46%	53
2024 Q3	$445K	Sell	12,550 -500	-4%	-$16.9K	0.41%	66
2024 Q2	$403K	Buy	+13,050	New	+$400K	0.4%	66
2023 Q4	$384K	Sell	13,050 -400	-3%	-$11.3K	0.4%	72
2023 Q3	$362K	Sell	13,450 -2,000	-13%	-$54K	0.41%	72
2023 Q2	$389K	Hold	15,450	–	–	0.42%	77
2023 Q1	$386K	Hold	15,450	–	–	0.4%	78
2022 Q4	$377K	Hold	15,450	–	–	0.38%	84
2022 Q3	$323K	Hold	15,450	–	–	0.38%	83
2022 Q2	$360K	Sell	15,450 -1,300	-8%	-$30.1K	0.36%	84
2022 Q1	$433K	Hold	16,750	–	–	0.38%	77
2021 Q4	$412K	Buy	+16,750	New	+$416K	0.36%	78

Other funds holding ORI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Alan B. Lancz & Associates's ORI Position: Q2 2026 in Review

Alan B. Lancz & Associates held its Old Republic International (ORI) position steady in Q2 2026 at 11,250 shares worth $460K. The position accounts for 0.4% of the portfolio, ranked #67.

Alan B. Lancz & Associates first reported a position in ORI in Q4 2021 and has held it in 18 quarters since. The position peaked at $573K in Q4 2025. 652 funds tracked by Wall St. Rank hold ORI as of Q2 2026.

Alan B. Lancz & Associates held 11,250 shares of Old Republic International worth $460K as of Q2 2026.
Alan B. Lancz & Associates left its Old Republic International share count unchanged in Q2 2026.
Old Republic International made up 0.4% of Alan B. Lancz & Associates's portfolio in Q2 2026, its #67 holding.
Alan B. Lancz & Associates first reported a position in Old Republic International in Q4 2021 and has held it in 18 quarters since.
Alan B. Lancz & Associates's Old Republic International position peaked at $573K in Q4 2025.
652 funds tracked by Wall St. Rank held Old Republic International as of Q2 2026.

Based on Alan B. Lancz & Associates's 13F filing for Q2 2026, filed 11 Aug 2026.