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Avantax Planning Partners’s Old Republic International ORI Stock Holding History

Avantax Planning Partners’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 		$284K Buy
6,934
+1,575
+29% +$62.4K 0.01% 376
2026
Q1 		$214K Sell
5,359
-500
-9% -$20.6K 0.01% 404
2025
Q4 		$267K Sell
5,859
-1,317
-18% -$57.2K 0.01% 368
2025
Q3 		$305K Buy
7,176
+75
+1% +$2.89K 0.01% 350
2025
Q2 		$273K Buy
7,101
+1,611
+29% +$60.6K 0.01% 372
2025
Q1 		$215K Buy
+5,490
New +$201K 0.01% 397
2024
Q3 		– Sell
-9,736
Closed -$301K – 475
2024
Q2 		$301K Buy
9,736
+1,278
+15% +$39.1K 0.01% 358
2024
Q1 		$260K Sell
8,458
-1,021
-11% -$29.7K 0.01% 389
2023
Q4 		$279K Sell
9,479
-209
-2% -$5.88K 0.01% 307
2023
Q3 		$261K Buy
9,688
+463
+5% +$12.5K 0.01% 304
2023
Q2 		$232K Buy
9,225
+484
+6% +$12.1K 0.01% 334
2023
Q1 		$218K Buy
+8,741
New +$220K 0.01% 343
2019
Q4 		– Sell
-8,601
Closed -$203K – 316
2019
Q3 		$203K Buy
+8,601
New +$196K 0.01% 295
2018
Q4 		– Sell
-1,021
Closed -$23K – 920
2018
Q3 		$23K Buy
+1,021
New +$22K ﹤0.01% 667
2018
Q2 		– Sell
-10,584
Closed -$227K – 1086
2018
Q1 		$227K Sell
10,584
-843
-7% -$17.5K 0.02% 275
2017
Q4 		$244K Sell
11,427
-847
-7% -$17.3K 0.02% 262
2017
Q3 		$242K Sell
12,274
-154
-1% -$2.98K 0.02% 330
2017
Q2 		$243K Buy
12,428
+346
+3% +$6.9K 0.02% 298
2017
Q1 		$247K Hold
12,082
– – 0.02% 270
2016
Q4 		$230K Buy
+12,082
New +$217K 0.02% 275

Other funds holding ORI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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

Avantax Planning Partners's ORI Position: Q2 2026 in Review

Avantax Planning Partners increased its Old Republic International (ORI) stake by 29% in Q2 2026, buying an estimated $62.4K and bringing the position to 6,934 shares worth $284K. The position accounts for 0.01% of the portfolio, ranked #376.

Avantax Planning Partners first reported a position in ORI in Q4 2016 and has held it in 20 quarters since. The position peaked at $305K in Q3 2025. 652 funds tracked by Wall St. Rank hold ORI as of Q2 2026.

  • Avantax Planning Partners held 6,934 shares of Old Republic International worth $284K as of Q2 2026.
  • Avantax Planning Partners bought 1,575 Old Republic International shares in Q2 2026, an estimated $62.4K.
  • Old Republic International made up 0.01% of Avantax Planning Partners's portfolio in Q2 2026, its #376 holding.
  • Avantax Planning Partners first reported a position in Old Republic International in Q4 2016 and has held it in 20 quarters since.
  • Avantax Planning Partners's Old Republic International position peaked at $305K in Q3 2025.
  • 652 funds tracked by Wall St. Rank held Old Republic International as of Q2 2026.

Based on Avantax Planning Partners's 13F filing for Q2 2026, filed 28 Jul 2026.