BBR Partners’s Old Republic International ORI Stock Holding History

BBR 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
2023 Q4	–	Sell	-10,700	Closed	-$288K	–	215
2023 Q3	$288K	Buy	+10,700	New	+$289K	0.03%	149

Other funds holding ORI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

HCM

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

BBR Partners's ORI Position: Q4 2023 in Review

BBR Partners sold out of Old Republic International (ORI) in Q4 2023, closing a stake of 10,700 shares — an estimated $288K sold.

BBR Partners first reported a position in ORI in Q3 2023 and held it in 1 quarter. The position peaked at $288K in Q3 2023. 539 funds tracked by Wall St. Rank hold ORI as of Q4 2023.

BBR Partners reported no remaining Old Republic International position as of Q4 2023 after selling out during the quarter.
BBR Partners sold 10,700 Old Republic International shares in Q4 2023, an estimated $288K.
BBR Partners first reported a position in Old Republic International in Q3 2023 and held it in 1 quarter.
BBR Partners's Old Republic International position peaked at $288K in Q3 2023.
539 funds tracked by Wall St. Rank held Old Republic International as of Q4 2023.

Based on BBR Partners's 13F filing for Q4 2023, filed 13 Feb 2024.