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 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 New York $5.7T AUM 30.48% 1-Year Est. Return

Bank of New York Mellon

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Victory Capital Management

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 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