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Arete Wealth Advisors’s Old Republic International ORI Stock Holding History

Arete Wealth Advisors’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
Q1 		– Sell
-8,946
Closed -$408K – 611
2025
Q4 		$408K Sell
8,946
-1,977
-18% -$85.8K 0.02% 497
2025
Q3 		$464K Sell
10,923
-355
-3% -$13.7K 0.03% 465
2025
Q2 		$434K Buy
11,278
+2,576
+30% +$96.9K 0.03% 454
2025
Q1 		$341K Buy
8,702
+3
+0% +$110 0.03% 493
2024
Q4 		$314K Buy
8,699
+103
+1% +$3.76K 0.02% 538
2024
Q3 		$303K Sell
8,596
-2,728
-24% -$92.3K 0.03% 520
2024
Q2 		$349K Buy
+11,324
New +$347K 0.03% 496
2024
Q1 		– Sell
-9,554
Closed -$281K – 627
2023
Q4 		$281K Buy
9,554
+193
+2% +$5.43K 0.02% 576
2023
Q3 		$252K Buy
+9,361
New +$253K 0.04% 386

Other funds holding ORI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Arete Wealth Advisors's ORI Position: Q1 2026 in Review

Arete Wealth Advisors sold out of Old Republic International (ORI) in Q1 2026, closing a stake of 8,946 shares — an estimated $408K sold.

Arete Wealth Advisors first reported a position in ORI in Q3 2023 and held it in 9 quarters. The position peaked at $464K in Q3 2025. 653 funds tracked by Wall St. Rank hold ORI as of Q1 2026.

  • Arete Wealth Advisors reported no remaining Old Republic International position as of Q1 2026 after selling out during the quarter.
  • Arete Wealth Advisors sold 8,946 Old Republic International shares in Q1 2026, an estimated $408K.
  • Arete Wealth Advisors first reported a position in Old Republic International in Q3 2023 and held it in 9 quarters.
  • Arete Wealth Advisors's Old Republic International position peaked at $464K in Q3 2025.
  • 653 funds tracked by Wall St. Rank held Old Republic International as of Q1 2026.

Based on Arete Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.