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Avantax Advisory Services’s Old Republic International ORI Stock Holding History

Avantax Advisory Services’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
Q2 		$251K Buy
6,538
+295
+5% +$11.1K ﹤0.01% 2050
2025
Q1 		$245K Buy
6,243
+171
+3% +$6.27K ﹤0.01% 1969
2024
Q4 		$220K Buy
+6,072
New +$222K ﹤0.01% 1996

Other funds holding ORI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Avantax Advisory Services's ORI Position: Q2 2025 in Review

Avantax Advisory Services increased its Old Republic International (ORI) stake by 4.7% in Q2 2025, buying an estimated $11.1K and bringing the position to 6,538 shares worth $251K. The position accounts for ﹤0.01% of the portfolio, ranked #2050.

Avantax Advisory Services first reported a position in ORI in Q4 2024 and has held it in 3 quarters since. 648 funds tracked by Wall St. Rank hold ORI as of Q2 2025.

  • Avantax Advisory Services held 6,538 shares of Old Republic International worth $251K as of Q2 2025.
  • Avantax Advisory Services bought 295 Old Republic International shares in Q2 2025, an estimated $11.1K.
  • Old Republic International made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #2050 holding.
  • Avantax Advisory Services first reported a position in Old Republic International in Q4 2024 and has held it in 3 quarters since.
  • 648 funds tracked by Wall St. Rank held Old Republic International as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.