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Axxcess Wealth Management’s Old Republic International ORI Stock Holding History

Axxcess 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
-15,761
Closed -$570K – 911
2024
Q4 		$570K Buy
15,761
+960
+6% +$35K 0.01% 519
2024
Q3 		$524K Buy
+14,801
New +$501K 0.01% 540

Other funds holding ORI

BlackRock
BlackRock New York $5.72T 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

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

Axxcess Wealth Management sold out of Old Republic International (ORI) in Q1 2025, closing a stake of 15,761 shares — an estimated $570K sold.

Axxcess Wealth Management first reported a position in ORI in Q3 2024 and held it in 2 quarters. The position peaked at $570K in Q4 2024. 606 funds tracked by Wall St. Rank hold ORI as of Q1 2025.

  • Axxcess Wealth Management reported no remaining Old Republic International position as of Q1 2025 after selling out during the quarter.
  • Axxcess Wealth Management sold 15,761 Old Republic International shares in Q1 2025, an estimated $570K.
  • Axxcess Wealth Management first reported a position in Old Republic International in Q3 2024 and held it in 2 quarters.
  • Axxcess Wealth Management's Old Republic International position peaked at $570K in Q4 2024.
  • 606 funds tracked by Wall St. Rank held Old Republic International as of Q1 2025.

Based on Axxcess Wealth Management's 13F filing for Q1 2025, filed 30 Apr 2025.