Capstone Investment Advisors
ORI icon

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

Capstone 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
Q2 		– Sell
-29,548
Closed -$1.18M – 1847
2026
Q1 		$1.18M Buy
+29,548
New +$1.21M ﹤0.01% 803
2024
Q4 		– Sell
-7,703
Closed -$273K – 1971
2024
Q3 		$273K Buy
+7,703
New +$261K ﹤0.01% 1455
2023
Q4 		– Sell
-33,598
Closed -$905K – 2319
2023
Q3 		$905K Buy
+33,598
New +$906K ﹤0.01% 1020
2017
Q3 		– Sell
-107,508
Closed -$2.1M – 688
2017
Q2 		$2.1M Sell
107,508
-92,065
-46% -$1.84M 0.06% 243
2017
Q1 		$4.09M Buy
+199,573
New +$4.03M 0.1% 169
2016
Q4 		– Sell
-152,696
Closed -$2.69M – 1061
2016
Q3 		$2.69M Buy
152,696
+123,296
+419% +$2.35M 0.06% 216
2016
Q2 		$567K Sell
29,400
-95,510
-76% -$1.78M 0.01% 459
2016
Q1 		$2.28M Buy
+124,910
New +$2.25M 0.07% 172

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

Capstone Investment Advisors's ORI Position: Q2 2026 in Review

Capstone Investment Advisors sold out of Old Republic International (ORI) in Q2 2026, closing a stake of 29,548 shares — an estimated $1.18M sold.

Capstone Investment Advisors first reported a position in ORI in Q1 2016 and held it in 8 quarters. The position peaked at $4.09M in Q1 2017. 652 funds tracked by Wall St. Rank hold ORI as of Q2 2026.

  • Capstone Investment Advisors reported no remaining Old Republic International position as of Q2 2026 after selling out during the quarter.
  • Capstone Investment Advisors sold 29,548 Old Republic International shares in Q2 2026, an estimated $1.18M.
  • Capstone Investment Advisors first reported a position in Old Republic International in Q1 2016 and held it in 8 quarters.
  • Capstone Investment Advisors's Old Republic International position peaked at $4.09M in Q1 2017.
  • 652 funds tracked by Wall St. Rank held Old Republic International as of Q2 2026.

Based on Capstone Investment Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.