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	–	1833
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	–	1105
2020 Q4	$1K	Buy	+54	New	+$948	﹤0.01%	934

Other funds holding ORI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

HCM

Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Avior Wealth Management's ORI Position: Q1 2025 in Review

Avior Wealth Management sold out of Old Republic International (ORI) in Q1 2025, closing a stake of 156 shares — an estimated $5.64K sold.

Avior Wealth Management first reported a position in ORI in Q4 2020 and held it in 9 quarters. The position peaked at $5.64K in Q4 2024. 607 funds tracked by Wall St. Rank hold ORI as of Q1 2025.

Avior Wealth Management reported no remaining Old Republic International position as of Q1 2025 after selling out during the quarter.
Avior Wealth Management sold 156 Old Republic International shares in Q1 2025, an estimated $5.64K.
Avior Wealth Management first reported a position in Old Republic International in Q4 2020 and held it in 9 quarters.
Avior Wealth Management's Old Republic International position peaked at $5.64K in Q4 2024.
607 funds tracked by Wall St. Rank held Old Republic International as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.