AMJ Financial Wealth Management’s Old Republic International ORI Stock Holding History

AMJ Financial 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
2025 Q3	–	Sell	-12,793	Closed	-$492K	–	97
2025 Q2	$492K	Sell	12,793 -560	-4%	-$21.1K	0.12%	65
2025 Q1	$524K	Hold	13,353	–	–	0.15%	66
2024 Q4	$483K	Sell	13,353 -947	-7%	-$34.5K	0.13%	72
2024 Q3	$507K	Sell	14,300 -76	-0.5%	-$2.57K	0.15%	67
2024 Q2	$444K	Buy	+14,376	New	+$440K	0.14%	61

Other funds holding ORI

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

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

HCM

Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return

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

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

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

AMJ Financial Wealth Management's ORI Position: Q3 2025 in Review

AMJ Financial Wealth Management sold out of Old Republic International (ORI) in Q3 2025, closing a stake of 12,793 shares — an estimated $492K sold.

AMJ Financial Wealth Management first reported a position in ORI in Q2 2024 and held it in 5 quarters. The position peaked at $524K in Q1 2025. 655 funds tracked by Wall St. Rank hold ORI as of Q3 2025.

AMJ Financial Wealth Management reported no remaining Old Republic International position as of Q3 2025 after selling out during the quarter.
AMJ Financial Wealth Management sold 12,793 Old Republic International shares in Q3 2025, an estimated $492K.
AMJ Financial Wealth Management first reported a position in Old Republic International in Q2 2024 and held it in 5 quarters.
AMJ Financial Wealth Management's Old Republic International position peaked at $524K in Q1 2025.
655 funds tracked by Wall St. Rank held Old Republic International as of Q3 2025.

Based on AMJ Financial Wealth Management's 13F filing for Q3 2025, filed 10 Nov 2025.