Covestor’s Old Republic International ORI Stock Holding History

Covestor’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	$15K	Sell	397 -154	-28%	-$6.33K	0.01%	1237
2025 Q4	$25K	Sell	551 -175	-24%	-$7.6K	0.01%	1187
2025 Q3	$31K	Buy	726 +102	+16%	+$3.93K	0.02%	1112
2025 Q2	$24K	Sell	624 -906	-59%	-$34.1K	0.01%	1191
2025 Q1	$60K	Buy	1,530 +747	+95%	+$27.4K	0.04%	770
2024 Q4	$28K	Buy	783 +16	+2%	+$584	0.02%	1068
2024 Q3	$27K	Sell	767 -914	-54%	-$30.9K	0.02%	1107
2024 Q2	$52K	Sell	1,681 -256	-13%	-$7.84K	0.03%	837
2024 Q1	$59K	Buy	1,937 +362	+23%	+$10.5K	0.04%	821
2023 Q4	$46K	Sell	1,575 -21	-1%	-$591	0.03%	890
2023 Q3	$43K	Sell	1,596 -943	-37%	-$25.4K	0.03%	830
2023 Q2	$64K	Sell	2,539 -4,109	-62%	-$103K	0.05%	675
2023 Q1	$166K	Buy	6,648 +633	+11%	+$15.9K	0.14%	168
2022 Q4	$145K	Sell	6,015 -1,012	-14%	-$23.7K	0.12%	231
2022 Q3	$147K	Sell	7,027 -929	-12%	-$20.9K	0.13%	169
2022 Q2	$178K	Buy	7,956 +547	+7%	+$12.7K	0.15%	141
2022 Q1	$192K	Buy	7,409 +3,518	+90%	+$90.7K	0.13%	166
2021 Q4	$96K	Buy	+3,891	New	+$96.6K	0.13%	178

Other funds holding ORI

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Bank of New York Mellon

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Victory Capital Management

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

AQR Capital Management

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return