AWM
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Avior Wealth Management’s Old Republic International ORI Stock Holding History

Avior Wealth Management’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
Q1 		– Sell
-156
Closed -$5.64K – 1835
2024
Q4 		$5.64K Hold
156
– – ﹤0.01% 1824
2024
Q3 		$5.53K Hold
156
– – ﹤0.01% 1742
2024
Q2 		$4.82K Buy
156
+130
+500% +$3.98K ﹤0.01% 1734
2024
Q1 		$798 Sell
26
-108
-81% -$3.14K ﹤0.01% 2452
2023
Q4 		$3.94K Hold
134
– – ﹤0.01% 1213
2023
Q3 		$3.61K Hold
134
– – ﹤0.01% 1286
2023
Q2 		$3.37K Hold
134
– – ﹤0.01% 1281
2023
Q1 		$3.35K Buy
+134
New +$3.37K ﹤0.01% 1316
2021
Q1 		– Sell
-54
Closed -$1K – 1110
2020
Q4 		$1K Buy
+54
New +$948 ﹤0.01% 934

Other funds holding ORI

BlackRock
BlackRock New York $5.7T 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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return