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Bogart Wealth LLC’s Old Republic International ORI Stock Holding History

Bogart Wealth LLC’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
Q2 		$10.2M Buy
248,473
+43,016
+21% +$1.7M 0.35% 67
2026
Q1 		$8.2M Buy
205,457
+5,155
+3% +$212K 0.32% 74
2025
Q4 		$9.14M Sell
200,302
-5,638
-3% -$245K 0.37% 64
2025
Q3 		$8.75M Sell
205,940
-5,235
-2% -$202K 0.35% 68
2025
Q2 		$8.12M Buy
211,175
+2,278
+1% +$85.7K 0.35% 65
2025
Q1 		$8.19M Buy
208,897
+2,378
+1% +$87.2K 0.39% 62
2024
Q4 		$7.47M Sell
206,519
-2,118
-1% -$77.3K 0.35% 68
2024
Q3 		$7.39M Sell
208,637
-2,724
-1% -$92.2K 0.35% 65
2024
Q2 		$6.53M Sell
211,361
-75,578
-26% -$2.31M 0.33% 70
2024
Q1 		$8.81M Sell
286,939
-261
-0.1% -$7.59K 0.45% 55
2023
Q4 		$8.44M Sell
287,200
-56,153
-16% -$1.58M 0.48% 48
2023
Q3 		$9.25M Sell
343,353
-5,567
-2% -$150K 0.57% 38
2023
Q2 		$8.78M Sell
348,920
-953
-0.3% -$23.9K 0.56% 37
2023
Q1 		$8.74M Buy
349,873
+25,261
+8% +$636K 0.58% 34
2022
Q4 		$7.84M Buy
324,612
+16,987
+6% +$398K 0.55% 37
2022
Q3 		$6.44M Buy
307,625
+50,078
+19% +$1.13M 0.54% 42
2022
Q2 		$5.76M Buy
257,547
+50,710
+25% +$1.17M 0.51% 43
2022
Q1 		$5.35M Buy
+206,837
New +$5.34M 0.46% 46

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 $3.37T AUM 44.26% 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
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
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Bogart Wealth LLC's ORI Position: Q2 2026 in Review

Bogart Wealth LLC increased its Old Republic International (ORI) stake by 21% in Q2 2026, buying an estimated $1.7M and bringing the position to 248,473 shares worth $10.2M. The position accounts for 0.35% of the portfolio, ranked #67.

Bogart Wealth LLC first reported a position in ORI in Q1 2022 and has held it in 18 quarters since. 654 funds tracked by Wall St. Rank hold ORI as of Q2 2026.

  • Bogart Wealth LLC held 248,473 shares of Old Republic International worth $10.2M as of Q2 2026.
  • Bogart Wealth LLC bought 43,016 Old Republic International shares in Q2 2026, an estimated $1.7M.
  • Old Republic International made up 0.35% of Bogart Wealth LLC's portfolio in Q2 2026, its #67 holding.
  • Bogart Wealth LLC first reported a position in Old Republic International in Q1 2022 and has held it in 18 quarters since.
  • 654 funds tracked by Wall St. Rank held Old Republic International as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.