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Avion Wealth’s Old Republic International ORI Stock Holding History

Avion Wealth’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 		$3K Sell
74
-39
-35% -$1.55K ﹤0.01% 973
2026
Q1 		$4K Hold
113
– – ﹤0.01% 719
2025
Q4 		$5K Buy
113
+13
+13% +$564 ﹤0.01% 663
2025
Q3 		$4K Sell
100
-26
-21% -$1K ﹤0.01% 703
2025
Q2 		$4K Buy
126
+44
+54% +$1.66K ﹤0.01% 681
2025
Q1 		$2K Hold
82
– – ﹤0.01% 754
2024
Q4 		$2K Buy
82
+22
+37% +$803 ﹤0.01% 751
2024
Q3 		$2K Hold
60
– – ﹤0.01% 705
2024
Q2 		$1K Hold
60
– – ﹤0.01% 787
2024
Q1 		$2K Sell
60
-20
-25% -$581 ﹤0.01% 738
2023
Q4 		$2K Buy
80
+18
+29% +$506 ﹤0.01% 600
2023
Q3 		$1K Hold
62
– – ﹤0.01% 694
2023
Q2 		$1K Buy
+62
New +$1.55K ﹤0.01% 626

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

Avion Wealth's ORI Position: Q2 2026 in Review

Avion Wealth reduced its Old Republic International (ORI) stake by 35% in Q2 2026, selling an estimated $1.55K and leaving 74 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #973.

Avion Wealth first reported a position in ORI in Q2 2023 and has held it in 13 quarters since. The position peaked at $5K in Q4 2025. 654 funds tracked by Wall St. Rank hold ORI as of Q2 2026.

  • Avion Wealth held 74 shares of Old Republic International worth $3K as of Q2 2026.
  • Avion Wealth sold 39 Old Republic International shares in Q2 2026, an estimated $1.55K.
  • Old Republic International made up ﹤0.01% of Avion Wealth's portfolio in Q2 2026, its #973 holding.
  • Avion Wealth first reported a position in Old Republic International in Q2 2023 and has held it in 13 quarters since.
  • Avion Wealth's Old Republic International position peaked at $5K in Q4 2025.
  • 654 funds tracked by Wall St. Rank held Old Republic International as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.