Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Old Republic International ORI Stock Holding History

Carson Wealth (CWM 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
Q1 		$5.72M Sell
143,391
-38,004
-21% -$1.56M 0.02% 748
2025
Q4 		$8.28M Buy
181,395
+7,135
+4% +$310K 0.02% 587
2025
Q3 		$7.4M Buy
174,260
+81,281
+87% +$3.14M 0.02% 572
2025
Q2 		$3.57M Buy
92,979
+46,442
+100% +$1.75M 0.01% 701
2025
Q1 		$1.82M Buy
46,537
+32,264
+226% +$1.18M 0.01% 859
2024
Q4 		$517K Buy
14,273
+8,953
+168% +$327K ﹤0.01% 1364
2024
Q3 		$188K Sell
5,320
-641
-11% -$21.7K ﹤0.01% 1787
2024
Q2 		$184K Buy
5,961
+2,403
+68% +$73.6K ﹤0.01% 1628
2024
Q1 		$109K Sell
3,558
-11,477
-76% -$334K ﹤0.01% 1828
2023
Q4 		$442K Sell
15,035
-1,170
-7% -$32.9K ﹤0.01% 1107
2023
Q3 		$437K Buy
16,205
+691
+4% +$18.6K ﹤0.01% 1025
2023
Q2 		$390K Sell
15,514
-357
-2% -$8.94K ﹤0.01% 1019
2023
Q1 		$396K Buy
15,871
+349
+2% +$8.79K ﹤0.01% 960
2022
Q4 		$375K Buy
15,522
+1,166
+8% +$27.3K ﹤0.01% 892
2022
Q3 		$300K Buy
14,356
+716
+5% +$16.1K ﹤0.01% 914
2022
Q2 		$305K Sell
13,640
-428
-3% -$9.91K ﹤0.01% 888
2022
Q1 		$364K Buy
14,068
+4,589
+48% +$118K ﹤0.01% 818
2021
Q4 		$233K Buy
+9,479
New +$235K ﹤0.01% 962
2021
Q2 		$57K Hold
2,285
– – ﹤0.01% 1342
2021
Q1 		$57K Hold
2,285
– – ﹤0.01% 1342
2020
Q4 		$57K Hold
2,285
– – ﹤0.01% 1342
2020
Q3 		$57K Hold
2,285
– – ﹤0.01% 1342
2020
Q2 		$57K Hold
2,285
– – ﹤0.01% 1342
2020
Q1 		$57K Hold
2,285
– – ﹤0.01% 1342
2019
Q4 		$57K Hold
2,285
– – ﹤0.01% 1342
2019
Q3 		$57K Hold
2,285
– – ﹤0.01% 1342
2019
Q2 		$57K Hold
2,285
– – ﹤0.01% 1342
2019
Q1 		$57K Buy
2,285
+1,788
+360% +$37.2K ﹤0.01% 1342
2018
Q4 		$10K Sell
497
-401
-45% -$8.59K ﹤0.01% 1336
2018
Q3 		$20K Buy
+898
New +$19.4K ﹤0.01% 955
2016
Q4 		– Sell
-380
Closed -$7K – 1156
2016
Q3 		$7K Buy
+380
New +$7.23K ﹤0.01% 779

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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VCM
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
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 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 $552B AUM 44.19% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Carson Wealth (CWM LLC)'s ORI Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its Old Republic International (ORI) stake by 21% in Q1 2026, selling an estimated $1.56M and leaving 143,391 shares worth $5.72M. The position accounts for 0.02% of the portfolio, ranked #748.

Carson Wealth (CWM LLC) first reported a position in ORI in Q3 2016 and has held it in 31 quarters since. The position peaked at $8.28M in Q4 2025. 658 funds tracked by Wall St. Rank hold ORI as of Q1 2026.

  • Carson Wealth (CWM LLC) held 143,391 shares of Old Republic International worth $5.72M as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 38,004 Old Republic International shares in Q1 2026, an estimated $1.56M.
  • Old Republic International made up 0.02% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #748 holding.
  • Carson Wealth (CWM LLC) first reported a position in Old Republic International in Q3 2016 and has held it in 31 quarters since.
  • Carson Wealth (CWM LLC)'s Old Republic International position peaked at $8.28M in Q4 2025.
  • 658 funds tracked by Wall St. Rank held Old Republic International as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.