BWM
ORI icon

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

BerganKDV 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
2023
Q2 		$2.14K Sell
85
-102
-55% -$2.56K ﹤0.01% 681
2023
Q1 		$4.67K Sell
187
-199
-52% -$5.01K ﹤0.01% 701
2022
Q4 		$9.33K Sell
386
-11
-3% -$258 ﹤0.01% 588
2022
Q3 		$8K Sell
397
-1
-0.3% -$23 ﹤0.01% 611
2022
Q2 		$9K Buy
398
+1
+0.3% +$23 ﹤0.01% 610
2022
Q1 		$10K Hold
397
– – ﹤0.01% 615
2021
Q4 		$10K Buy
397
+1
+0.3% +$25 ﹤0.01% 663
2021
Q3 		$9K Buy
396
+1
+0.3% +$25 ﹤0.01% 659
2021
Q2 		$10K Hold
395
– – ﹤0.01% 610
2021
Q1 		$9K Buy
395
+1
+0.3% +$20 ﹤0.01% 594
2020
Q4 		$8K Sell
394
-225
-36% -$3.95K ﹤0.01% 601
2020
Q3 		$9K Hold
619
– – ﹤0.01% 517
2020
Q2 		$10K Buy
619
+98
+19% +$1.55K ﹤0.01% 543
2020
Q1 		$8K Hold
521
– – ﹤0.01% 519
2019
Q4 		$12K Sell
521
-604
-54% -$13.7K ﹤0.01% 511
2019
Q3 		$27K Hold
1,125
– – 0.01% 392
2019
Q2 		$25K Sell
1,125
-24
-2% -$528 ﹤0.01% 400
2019
Q1 		$24K Sell
1,149
-1,659
-59% -$34.5K ﹤0.01% 415
2018
Q4 		$58K Sell
2,808
-79,736
-97% -$1.71M 0.01% 289
2018
Q3 		$1.85M Buy
82,544
+1,295
+2% +$27.9K 0.4% 50
2018
Q2 		$1.62M Sell
81,249
-1,559
-2% -$32.6K 0.36% 54
2018
Q1 		$1.78M Buy
82,808
+1,533
+2% +$31.8K 0.49% 37
2017
Q4 		$1.74M Sell
81,275
-1,439
-2% -$29.4K 0.41% 42
2017
Q3 		$1.63M Sell
82,714
-2,201
-3% -$42.7K 0.41% 45
2017
Q2 		$1.66M Buy
84,915
+2,852
+3% +$56.9K 0.47% 33
2017
Q1 		$1.68M Buy
82,063
+7,575
+10% +$153K 0.5% 30
2016
Q4 		$1.42M Sell
74,488
-7,023
-9% -$126K 0.47% 39
2016
Q3 		$1.44M Buy
81,511
+2,464
+3% +$46.9K 0.5% 40
2016
Q2 		$1.52M Buy
79,047
+16,017
+25% +$299K 0.65% 35
2016
Q1 		$1.15M Buy
+63,030
New +$1.14M 0.69% 41

Other funds holding ORI

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

BerganKDV Wealth Management's ORI Position: Q2 2023 in Review

BerganKDV Wealth Management reduced its Old Republic International (ORI) stake by 55% in Q2 2023, selling an estimated $2.56K and leaving 85 shares worth $2.14K. The position accounts for ﹤0.01% of the portfolio, ranked #681.

BerganKDV Wealth Management first reported a position in ORI in Q1 2016 and has held it in 30 quarters since. The position peaked at $1.85M in Q3 2018. 488 funds tracked by Wall St. Rank hold ORI as of Q2 2023.

  • BerganKDV Wealth Management held 85 shares of Old Republic International worth $2.14K as of Q2 2023.
  • BerganKDV Wealth Management sold 102 Old Republic International shares in Q2 2023, an estimated $2.56K.
  • Old Republic International made up ﹤0.01% of BerganKDV Wealth Management's portfolio in Q2 2023, its #681 holding.
  • BerganKDV Wealth Management first reported a position in Old Republic International in Q1 2016 and has held it in 30 quarters since.
  • BerganKDV Wealth Management's Old Republic International position peaked at $1.85M in Q3 2018.
  • 488 funds tracked by Wall St. Rank held Old Republic International as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.