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Barrett & Company’s Old Republic International ORI Stock Holding History

Barrett & Company’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 		$522K Sell
13,076
-162
-1% -$6.66K 0.18% 80
2025
Q4 		$604K Buy
13,238
+13
+0.1% +$564 0.2% 74
2025
Q3 		$562K Buy
13,225
+25
+0.2% +$964 0.19% 77
2025
Q2 		$507K Buy
13,200
+27
+0.2% +$1.02K 0.19% 82
2025
Q1 		$517K Sell
13,173
-3,043
-19% -$112K 0.22% 74
2024
Q4 		$587K Buy
16,216
+23
+0.1% +$839 0.25% 69
2024
Q3 		$574K Sell
16,193
-1,962
-11% -$66.4K 0.25% 71
2024
Q2 		$561K Buy
18,155
+43
+0.2% +$1.32K 0.25% 68
2024
Q1 		$556K Sell
18,112
-1,757
-9% -$51.1K 0.26% 66
2023
Q4 		$584K Buy
19,869
+41
+0.2% +$1.15K 0.32% 62
2023
Q3 		$534K Buy
19,828
+42
+0.2% +$1.13K 0.31% 63
2023
Q2 		$498K Sell
19,786
-2,277
-10% -$57K 0.29% 68
2023
Q1 		$551K Sell
22,063
-70
-0.3% -$1.76K 0.35% 63
2022
Q4 		$535K Hold
22,133
– – 0.35% 61
2022
Q3 		$535K Buy
+22,133
New +$498K 0.35% 61

Other funds holding ORI

BlackRock
BlackRock New York $5.72T 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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
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
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

Barrett & Company's ORI Position: Q1 2026 in Review

Barrett & Company reduced its Old Republic International (ORI) stake by 1.2% in Q1 2026, selling an estimated $6.66K and leaving 13,076 shares worth $522K. The position accounts for 0.18% of the portfolio, ranked #80.

Barrett & Company first reported a position in ORI in Q3 2022 and has held it in 15 quarters since. The position peaked at $604K in Q4 2025. 653 funds tracked by Wall St. Rank hold ORI as of Q1 2026.

  • Barrett & Company held 13,076 shares of Old Republic International worth $522K as of Q1 2026.
  • Barrett & Company sold 162 Old Republic International shares in Q1 2026, an estimated $6.66K.
  • Old Republic International made up 0.18% of Barrett & Company's portfolio in Q1 2026, its #80 holding.
  • Barrett & Company first reported a position in Old Republic International in Q3 2022 and has held it in 15 quarters since.
  • Barrett & Company's Old Republic International position peaked at $604K in Q4 2025.
  • 653 funds tracked by Wall St. Rank held Old Republic International as of Q1 2026.

Based on Barrett & Company's 13F filing for Q1 2026, filed 4 May 2026.