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Clearstead Advisors’s Old Republic International ORI Stock Holding History

Clearstead 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 		$259K Sell
6,325
-3,005
-32% -$119K ﹤0.01% 981
2026
Q1 		$372K Sell
9,330
-800
-8% -$32.9K ﹤0.01% 795
2025
Q4 		$462K Buy
10,130
+2,121
+26% +$92.1K 0.01% 675
2025
Q3 		$340K Buy
8,009
+608
+8% +$23.5K ﹤0.01% 748
2025
Q2 		$284K Buy
7,401
+4,251
+135% +$160K ﹤0.01% 783
2025
Q1 		$124K Buy
3,150
+2,096
+199% +$76.9K ﹤0.01% 937
2024
Q4 		$38.1K Sell
1,054
-137
-12% -$5K ﹤0.01% 1224
2024
Q3 		$42.2K Buy
1,191
+1
+0.1% +$34 ﹤0.01% 1239
2024
Q2 		$36.8K Buy
1,190
+144
+14% +$4.41K ﹤0.01% 1234
2024
Q1 		$32.6K Hold
1,046
– – ﹤0.01% 857
2023
Q4 		$30.8K Hold
1,046
– – ﹤0.01% 865
2023
Q3 		$28.2K Hold
1,046
– – ﹤0.01% 833
2023
Q2 		$26.3K Hold
1,046
– – ﹤0.01% 854
2023
Q1 		$26.1K Hold
1,046
– – ﹤0.01% 802
2022
Q4 		$25.3K Hold
1,046
– – ﹤0.01% 757
2022
Q3 		$22K Hold
1,046
– – ﹤0.01% 758
2022
Q2 		$23K Hold
1,046
– – ﹤0.01% 769
2022
Q1 		$27K Hold
1,046
– – ﹤0.01% 801
2021
Q4 		$26K Hold
1,046
– – ﹤0.01% 766
2021
Q3 		$24K Hold
1,046
– – ﹤0.01% 755
2021
Q2 		$26K Hold
1,046
– – ﹤0.01% 663
2021
Q1 		$23K Hold
1,046
– – ﹤0.01% 655
2020
Q4 		$21K Buy
+1,046
New +$18.4K ﹤0.01% 624

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

Clearstead Advisors's ORI Position: Q2 2026 in Review

Clearstead Advisors reduced its Old Republic International (ORI) stake by 32% in Q2 2026, selling an estimated $119K and leaving 6,325 shares worth $259K. The position accounts for ﹤0.01% of the portfolio, ranked #981.

Clearstead Advisors first reported a position in ORI in Q4 2020 and has held it in 23 quarters since. The position peaked at $462K in Q4 2025. 654 funds tracked by Wall St. Rank hold ORI as of Q2 2026.

  • Clearstead Advisors held 6,325 shares of Old Republic International worth $259K as of Q2 2026.
  • Clearstead Advisors sold 3,005 Old Republic International shares in Q2 2026, an estimated $119K.
  • Old Republic International made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #981 holding.
  • Clearstead Advisors first reported a position in Old Republic International in Q4 2020 and has held it in 23 quarters since.
  • Clearstead Advisors's Old Republic International position peaked at $462K in Q4 2025.
  • 654 funds tracked by Wall St. Rank held Old Republic International as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.