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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
2025
Q4 		– Sell
-10,923
Closed -$464K – 637
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Arete Wealth Advisors's ORI Position: Q4 2025 in Review

Arete Wealth Advisors sold out of Old Republic International (ORI) in Q4 2025, closing a stake of 10,923 shares — an estimated $464K sold.

Arete Wealth Advisors first reported a position in ORI in Q3 2023 and held it in 8 quarters. The position peaked at $464K in Q3 2025. 686 funds tracked by Wall St. Rank hold ORI as of Q4 2025.

  • Arete Wealth Advisors reported no remaining Old Republic International position as of Q4 2025 after selling out during the quarter.
  • Arete Wealth Advisors sold 10,923 Old Republic International shares in Q4 2025, an estimated $464K.
  • Arete Wealth Advisors first reported a position in Old Republic International in Q3 2023 and held it in 8 quarters.
  • Arete Wealth Advisors's Old Republic International position peaked at $464K in Q3 2025.
  • 686 funds tracked by Wall St. Rank held Old Republic International as of Q4 2025.

Based on Arete Wealth Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.