Cornerstone Planning Group’s Old Republic International ORI Stock Holding History

Cornerstone Planning Group’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 Q3	–	Sell	-25	Closed	-$1.04K	–	1213
2026 Q2	$1.04K	Hold	25	–	–	﹤0.01%	1486
2026 Q1	$982	Hold	25	–	–	﹤0.01%	1470
2025 Q4	$976	Sell	25 -243	-91%	-$10.5K	﹤0.01%	1349
2025 Q3	$32.5K	Buy	268 +243	+972%	+$9.37K	0.01%	443
2025 Q2	$915	Buy	+25	New	+$941	﹤0.01%	1135
2023 Q4	–	Sell	-34	Closed	-$916	–	1002
2023 Q3	$916	Buy	+34	New	+$917	﹤0.01%	805

Other funds holding ORI

Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Viking Fund Management Minot, North Dakota $1.14B AUM 32.65% 1-Year Est. Return

Ellsworth Advisors Hudson, Ohio $620M AUM 38.17% 1-Year Est. Return

Dupree Financial Group Lexington, Kentucky $277M AUM 22.51% 1-Year Est. Return

Orca Wealth Management New Port Richey, Florida $168M AUM 51.16% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

BTC

Bank & Trust Company Litchfield, Illinois $159M AUM 30.15% 1-Year Est. Return

Burney Company Reston, Virginia $3.66B AUM 27.59% 1-Year Est. Return

Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return

Cornerstone Planning Group's ORI Position: Q3 2026 in Review

Cornerstone Planning Group sold out of Old Republic International (ORI) in Q3 2026, closing a stake of 25 shares — an estimated $1.04K sold.

Cornerstone Planning Group first reported a position in ORI in Q3 2023 and held it in 6 quarters. The position peaked at $32.5K in Q3 2025. 101 funds tracked by Wall St. Rank hold ORI as of Q3 2026.

Cornerstone Planning Group reported no remaining Old Republic International position as of Q3 2026 after selling out during the quarter.
Cornerstone Planning Group sold 25 Old Republic International shares in Q3 2026, an estimated $1.04K.
Cornerstone Planning Group first reported a position in Old Republic International in Q3 2023 and held it in 6 quarters.
Cornerstone Planning Group's Old Republic International position peaked at $32.5K in Q3 2025.
101 funds tracked by Wall St. Rank held Old Republic International as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.