Boston Financial Management’s Old Republic International ORI Stock Holding History

Boston Financial 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
2024 Q4	$28.4M	Buy	785,190 +9,011	+1%	+$329K	0.86%	35
2024 Q3	$27.5M	Sell	776,179 -2,237	-0.3%	-$75.7K	0.82%	37
2024 Q2	$24.1M	Sell	778,416 -6,556	-0.8%	-$201K	0.77%	43
2024 Q1	$24.1M	Buy	784,972 +5,162	+0.7%	+$150K	0.77%	42
2023 Q4	$22.9M	Buy	779,810 +2,682	+0.3%	+$75.4K	0.78%	39
2023 Q3	$20.9M	Buy	777,128 +680,146	+701%	+$18.3M	0.78%	41
2023 Q2	$2.44M	Sell	96,982 -885	-0.9%	-$22.2K	0.09%	127
2023 Q1	$2.44M	Buy	97,867 +10,485	+12%	+$264K	0.1%	127
2022 Q4	$2.11M	Buy	87,382 +5,754	+7%	+$135K	0.08%	131
2022 Q3	$1.71M	Buy	81,628 +14,561	+22%	+$328K	0.07%	139
2022 Q2	$1.5M	Buy	67,067 +3,645	+6%	+$84.4K	0.06%	135
2022 Q1	$1.64M	Buy	+63,422	New	+$1.64M	0.06%	136

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

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

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

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

HCM

Hamlin Capital Management New York $4.45B AUM 22.95% 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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Boston Financial Management's ORI Position: Q4 2024 in Review

Boston Financial Management increased its Old Republic International (ORI) stake by 1.2% in Q4 2024, buying an estimated $329K and bringing the position to 785,190 shares worth $28.4M. The position accounts for 0.86% of the portfolio, ranked #35.

Boston Financial Management first reported a position in ORI in Q1 2022 and has held it in 12 quarters since. 586 funds tracked by Wall St. Rank hold ORI as of Q4 2024.

Boston Financial Management held 785,190 shares of Old Republic International worth $28.4M as of Q4 2024.
Boston Financial Management bought 9,011 Old Republic International shares in Q4 2024, an estimated $329K.
Old Republic International made up 0.86% of Boston Financial Management's portfolio in Q4 2024, its #35 holding.
Boston Financial Management first reported a position in Old Republic International in Q1 2022 and has held it in 12 quarters since.
586 funds tracked by Wall St. Rank held Old Republic International as of Q4 2024.

Based on Boston Financial Management's 13F filing for Q4 2024, filed 3 Feb 2025.