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Belpointe Asset Management’s Old Republic International ORI Stock Holding History

Belpointe Asset 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
2026
Q1 		– Sell
-5,402
Closed -$247K – 1157
2025
Q4 		$247K Buy
+5,402
New +$234K 0.01% 887
2023
Q2 		– Sell
-1,676
Closed -$41.9K – 2466
2023
Q1 		$41.9K Buy
1,676
+510
+44% +$12.8K ﹤0.01% 1811
2022
Q4 		$28.2K Buy
+1,166
New +$27.3K ﹤0.01% 1950

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

Belpointe Asset Management's ORI Position: Q1 2026 in Review

Belpointe Asset Management sold out of Old Republic International (ORI) in Q1 2026, closing a stake of 5,402 shares — an estimated $247K sold.

Belpointe Asset Management first reported a position in ORI in Q4 2022 and held it in 3 quarters. The position peaked at $247K in Q4 2025. 660 funds tracked by Wall St. Rank hold ORI as of Q1 2026.

  • Belpointe Asset Management reported no remaining Old Republic International position as of Q1 2026 after selling out during the quarter.
  • Belpointe Asset Management sold 5,402 Old Republic International shares in Q1 2026, an estimated $247K.
  • Belpointe Asset Management first reported a position in Old Republic International in Q4 2022 and held it in 3 quarters.
  • Belpointe Asset Management's Old Republic International position peaked at $247K in Q4 2025.
  • 660 funds tracked by Wall St. Rank held Old Republic International as of Q1 2026.

Based on Belpointe Asset Management's 13F filing for Q1 2026, filed 28 Apr 2026.