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Avidian Wealth Enterprises’s Old Republic International ORI Stock Holding History

Avidian Wealth Enterprises’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
Q3 		$804K Buy
21,562
+300
+1% +$12.5K 0.02% 375
2026
Q2 		$870K Sell
21,262
-2,171
-9% -$86K 0.02% 352
2026
Q1 		$935K Buy
23,433
+1,908
+9% +$78.4K 0.03% 299
2025
Q4 		$982K Buy
21,525
+4,121
+24% +$179K 0.04% 229
2025
Q3 		$739K Buy
17,404
+6,408
+58% +$247K 0.03% 281
2025
Q2 		$423K Buy
10,996
+374
+4% +$14.1K 0.02% 373
2025
Q1 		$417K Buy
10,622
+142
+1% +$5.21K 0.02% 348
2024
Q4 		$379K Sell
10,480
-2,581
-20% -$94.2K 0.02% 351
2024
Q3 		$463K Hold
13,061
– – 0.02% 308
2024
Q2 		$404K Hold
13,061
– – 0.02% 327
2024
Q1 		$401K Sell
13,061
-150
-1% -$4.36K 0.02% 302
2023
Q4 		$388K Hold
13,211
– – 0.02% 302
2023
Q3 		$356K Hold
13,211
– – 0.03% 305
2023
Q2 		$333K Buy
13,211
+4,976
+60% +$125K 0.02% 325
2023
Q1 		$206K Buy
+8,235
New +$207K 0.01% 447
2022
Q3 		– Sell
-9,019
Closed -$202K – 452
2022
Q2 		$202K Sell
9,019
-1,414
-14% -$32.7K 0.01% 421
2022
Q1 		$270K Buy
10,433
+1
+0% +$26 0.02% 411
2021
Q4 		$256K Buy
+10,432
New +$259K 0.02% 443
2016
Q3 		– Sell
-19,967
Closed -$385K – 91
2016
Q2 		$385K Buy
+19,967
New +$373K 0.14% 36

Other funds holding ORI

HCM
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
DFG
Dupree Financial Group Lexington, Kentucky $277M AUM 22.51% 1-Year Est. Return
BTC
Bank & Trust Company Litchfield, Illinois $159M AUM 30.15% 1-Year Est. Return
IWS
Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return
ACL
Applied Capital LLC Hollywood, Florida $252M AUM 11.35% 1-Year Est. Return
RI
Ridgewood Investments Springfield, New Jersey $271M AUM
ANBT
American National Bank & Trust Wichita Falls, Texas $1.09B AUM 26.59% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Avidian Wealth Enterprises's ORI Position: Q3 2026 in Review

Avidian Wealth Enterprises increased its Old Republic International (ORI) stake by 1.4% in Q3 2026, buying an estimated $12.5K and bringing the position to 21,562 shares worth $804K. The position accounts for 0.02% of the portfolio, ranked #375.

Avidian Wealth Enterprises first reported a position in ORI in Q2 2016 and has held it in 19 quarters since. The position peaked at $982K in Q4 2025. 26 funds tracked by Wall St. Rank hold ORI as of Q3 2026.

  • Avidian Wealth Enterprises held 21,562 shares of Old Republic International worth $804K as of Q3 2026.
  • Avidian Wealth Enterprises bought 300 Old Republic International shares in Q3 2026, an estimated $12.5K.
  • Old Republic International made up 0.02% of Avidian Wealth Enterprises's portfolio in Q3 2026, its #375 holding.
  • Avidian Wealth Enterprises first reported a position in Old Republic International in Q2 2016 and has held it in 19 quarters since.
  • Avidian Wealth Enterprises's Old Republic International position peaked at $982K in Q4 2025.
  • 26 funds tracked by Wall St. Rank held Old Republic International as of Q3 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2026, filed 8 Oct 2026.