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Caerus Investment Advisors’s Old Republic International ORI Stock Holding History

Caerus Investment Advisors’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
-8,835
Closed -$403K – 351
2025
Q4 		$403K Buy
8,835
+408
+5% +$17.7K 0.13% 173
2025
Q3 		$358K Buy
+8,427
New +$325K 0.15% 165

Other funds holding ORI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of New York Mellon
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
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Caerus Investment Advisors's ORI Position: Q1 2026 in Review

Caerus Investment Advisors sold out of Old Republic International (ORI) in Q1 2026, closing a stake of 8,835 shares — an estimated $403K sold.

Caerus Investment Advisors first reported a position in ORI in Q3 2025 and held it in 2 quarters. The position peaked at $403K in Q4 2025. 654 funds tracked by Wall St. Rank hold ORI as of Q1 2026.

  • Caerus Investment Advisors reported no remaining Old Republic International position as of Q1 2026 after selling out during the quarter.
  • Caerus Investment Advisors sold 8,835 Old Republic International shares in Q1 2026, an estimated $403K.
  • Caerus Investment Advisors first reported a position in Old Republic International in Q3 2025 and held it in 2 quarters.
  • Caerus Investment Advisors's Old Republic International position peaked at $403K in Q4 2025.
  • 654 funds tracked by Wall St. Rank held Old Republic International as of Q1 2026.

Based on Caerus Investment Advisors's 13F filing for Q1 2026, filed 1 Jun 2026.