Burns Matteson Capital Management’s Old Republic International ORI Stock Holding History

Burns Matteson Capital 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	-13,500	Closed	-$616K	–	222
2025 Q4	$616K	Buy	+13,500	New	+$586K	0.22%	71
2025 Q3	–	Sell	-12,325	Closed	-$474K	–	228
2025 Q2	$474K	Buy	+12,325	New	+$464K	0.23%	78
2023 Q1	–	Sell	-26,602	Closed	-$642K	–	171
2022 Q4	$642K	Buy	+26,602	New	+$624K	0.43%	65
2022 Q2	–	Sell	-20,277	Closed	-$525K	–	144
2022 Q1	$525K	Sell	20,277 -6,139	-23%	-$158K	0.37%	50
2021 Q4	$649K	Buy	26,416 +7,000	+36%	+$174K	0.44%	72
2021 Q3	$449K	Buy	19,416 +2,028	+12%	+$50.2K	0.34%	67
2021 Q2	$433K	Buy	+17,388	New	+$437K	0.34%	54

Other funds holding ORI

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

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Burns Matteson Capital Management's ORI Position: Q1 2026 in Review

Burns Matteson Capital Management sold out of Old Republic International (ORI) in Q1 2026, closing a stake of 13,500 shares — an estimated $616K sold.

Burns Matteson Capital Management first reported a position in ORI in Q2 2021 and held it in 7 quarters. The position peaked at $649K in Q4 2021. 653 funds tracked by Wall St. Rank hold ORI as of Q1 2026.

Burns Matteson Capital Management reported no remaining Old Republic International position as of Q1 2026 after selling out during the quarter.
Burns Matteson Capital Management sold 13,500 Old Republic International shares in Q1 2026, an estimated $616K.
Burns Matteson Capital Management first reported a position in Old Republic International in Q2 2021 and held it in 7 quarters.
Burns Matteson Capital Management's Old Republic International position peaked at $649K in Q4 2021.
653 funds tracked by Wall St. Rank held Old Republic International as of Q1 2026.

Based on Burns Matteson Capital Management's 13F filing for Q1 2026, filed 15 May 2026.