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Ballentine Partners’s Old Republic International ORI Stock Holding History

Ballentine Partners’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 		– Sell
-4,400
Closed -$201K – 1072
2025
Q4 		$201K Buy
+4,400
New +$191K ﹤0.01% 928

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 $3.38T AUM 44.17% 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
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Ballentine Partners's ORI Position: Q1 2026 in Review

Ballentine Partners sold out of Old Republic International (ORI) in Q1 2026, closing a stake of 4,400 shares — an estimated $201K sold.

Ballentine Partners first reported a position in ORI in Q4 2025 and held it in 1 quarter. The position peaked at $201K in Q4 2025. 660 funds tracked by Wall St. Rank hold ORI as of Q1 2026.

  • Ballentine Partners reported no remaining Old Republic International position as of Q1 2026 after selling out during the quarter.
  • Ballentine Partners sold 4,400 Old Republic International shares in Q1 2026, an estimated $201K.
  • Ballentine Partners first reported a position in Old Republic International in Q4 2025 and held it in 1 quarter.
  • Ballentine Partners's Old Republic International position peaked at $201K in Q4 2025.
  • 660 funds tracked by Wall St. Rank held Old Republic International as of Q1 2026.

Based on Ballentine Partners's 13F filing for Q1 2026, filed 14 May 2026.