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Congress Wealth Management’s Old Republic International ORI Stock Holding History

Congress Wealth 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
2025
Q2 		$233K Buy
+6,052
New +$228K ﹤0.01% 1116
2023
Q4 		– Sell
-10,900
Closed -$294K – 651
2023
Q3 		$294K Buy
+10,900
New +$294K 0.01% 527

Other funds holding ORI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 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 $287B AUM 42.33% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Congress Wealth Management's ORI Position: Q2 2025 in Review

Congress Wealth Management opened a new position in Old Republic International (ORI) in Q2 2025: 6,052 shares worth $233K. The stake represents ﹤0.01% of the portfolio and ranks #1116 among its holdings. This is a return to the name: Congress Wealth Management previously reported a position in ORI as recently as Q3 2023.

Congress Wealth Management first reported a position in ORI in Q3 2023 and has held it in 2 quarters since. The position peaked at $294K in Q3 2023. 647 funds tracked by Wall St. Rank hold ORI as of Q2 2025.

  • Congress Wealth Management held 6,052 shares of Old Republic International worth $233K as of Q2 2025.
  • Old Republic International was a new Congress Wealth Management position in Q2 2025.
  • Old Republic International made up ﹤0.01% of Congress Wealth Management's portfolio in Q2 2025, its #1116 holding.
  • Congress Wealth Management first reported a position in Old Republic International in Q3 2023 and has held it in 2 quarters since.
  • Congress Wealth Management's Old Republic International position peaked at $294K in Q3 2023.
  • 647 funds tracked by Wall St. Rank held Old Republic International as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.