Creative Planning
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Creative Planning’s Old Republic International ORI Stock Holding History

Creative Planning’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 		$5.54M Sell
138,869
-34,009
-20% -$1.4M ﹤0.01% 1115
2025
Q4 		$7.89M Buy
172,878
+46,587
+37% +$2.02M 0.01% 726
2025
Q3 		$5.36M Buy
126,291
+34,573
+38% +$1.33M ﹤0.01% 830
2025
Q2 		$3.53M Buy
91,718
+3,984
+5% +$150K ﹤0.01% 940
2025
Q1 		$3.44M Buy
87,734
+19,531
+29% +$716K ﹤0.01% 869
2024
Q4 		$2.47M Buy
68,203
+2,356
+4% +$85.9K ﹤0.01% 1012
2024
Q3 		$2.33M Buy
65,847
+6,726
+11% +$228K ﹤0.01% 984
2024
Q2 		$1.83M Sell
59,121
-430
-0.7% -$13.2K ﹤0.01% 1036
2024
Q1 		$1.83M Buy
59,551
+3,069
+5% +$89.2K ﹤0.01% 1001
2023
Q4 		$1.66M Buy
56,482
+17,968
+47% +$505K ﹤0.01% 989
2023
Q3 		$1.04M Buy
38,514
+3,703
+11% +$99.9K ﹤0.01% 1143
2023
Q2 		$876K Sell
34,811
-421
-1% -$10.5K ﹤0.01% 1204
2023
Q1 		$880K Buy
35,232
+2,921
+9% +$73.5K ﹤0.01% 1144
2022
Q4 		$780K Buy
32,311
+5,108
+19% +$120K ﹤0.01% 1161
2022
Q3 		$569K Buy
27,203
+1,528
+6% +$34.4K ﹤0.01% 1253
2022
Q2 		$574K Buy
25,675
+4,747
+23% +$110K ﹤0.01% 1242
2022
Q1 		$541K Buy
20,928
+2,231
+12% +$57.5K ﹤0.01% 1283
2021
Q4 		$460K Buy
18,697
+220
+1% +$5.46K ﹤0.01% 1357
2021
Q3 		$427K Buy
18,477
+408
+2% +$10.1K ﹤0.01% 1375
2021
Q2 		$450K Sell
18,069
-2,621
-13% -$65.8K ﹤0.01% 1343
2021
Q1 		$452K Sell
20,690
-1,657
-7% -$33.2K ﹤0.01% 1501
2020
Q4 		$440K Buy
22,347
+2,942
+15% +$51.7K ﹤0.01% 1391
2020
Q3 		$286K Buy
19,405
+7,639
+65% +$122K ﹤0.01% 1444
2020
Q2 		$192K Sell
11,766
-636
-5% -$10K ﹤0.01% 1542
2020
Q1 		$189K Sell
12,402
-687
-5% -$14.1K ﹤0.01% 1405
2019
Q4 		$293K Sell
13,089
-169
-1% -$3.85K ﹤0.01% 1414
2019
Q3 		$312K Sell
13,258
-618
-4% -$14.1K ﹤0.01% 1337
2019
Q2 		$311K Buy
13,876
+1,010
+8% +$22.2K ﹤0.01% 1343
2019
Q1 		$269K Buy
+12,866
New +$267K ﹤0.01% 1392
2018
Q4 		– Sell
-9,404
Closed -$210K – 2063
2018
Q3 		$210K Sell
9,404
-1,666
-15% -$35.9K ﹤0.01% 1645
2018
Q2 		$220K Sell
11,070
-269
-2% -$5.63K ﹤0.01% 1581
2018
Q1 		$243K Sell
11,339
-875
-7% -$18.2K ﹤0.01% 1479
2017
Q4 		$261K Buy
12,214
+814
+7% +$16.6K ﹤0.01% 1431
2017
Q3 		$224K Buy
11,400
+904
+9% +$17.5K ﹤0.01% 1517
2017
Q2 		$205K Sell
10,496
-7,216
-41% -$144K ﹤0.01% 1506
2017
Q1 		$363K Buy
17,712
+9,571
+118% +$193K ﹤0.01% 1154
2016
Q4 		$155K Buy
8,141
+1,547
+23% +$27.8K ﹤0.01% 1559
2016
Q3 		$116K Buy
6,594
+625
+10% +$11.9K ﹤0.01% 1750
2016
Q2 		$115K Buy
5,969
+1,564
+36% +$29.2K ﹤0.01% 1581
2016
Q1 		$81K Buy
4,405
+333
+8% +$6K ﹤0.01% 1760
2015
Q4 		$76K Buy
4,072
+1,141
+39% +$20.5K ﹤0.01% 1800
2015
Q3 		$46K Buy
+2,931
New +$47K ﹤0.01% 2101
2015
Q2 		– Sell
-3,137
Closed -$47K – 2408
2015
Q1 		$47K Sell
3,137
-7,879
-72% -$116K ﹤0.01% 2071
2014
Q4 		$161K Buy
11,016
+4,275
+63% +$62.4K ﹤0.01% 1271
2014
Q3 		$96K Buy
6,741
+703
+12% +$10.7K ﹤0.01% 1502
2014
Q2 		$100K Buy
6,038
+4,961
+461% +$82.8K ﹤0.01% 1427
2014
Q1 		$18K Buy
1,077
+181
+20% +$2.88K ﹤0.01% 2447
2013
Q4 		$15K Buy
896
+99
+12% +$1.63K ﹤0.01% 2357
2013
Q3 		$12K Buy
797
+712
+838% +$10.2K ﹤0.01% 2357
2013
Q2 		$1K Buy
+85
New +$1.13K ﹤0.01% 2960

Other funds holding ORI

BlackRock
BlackRock New York $5.72T 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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
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
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

Creative Planning's ORI Position: Q1 2026 in Review

Creative Planning reduced its Old Republic International (ORI) stake by 20% in Q1 2026, selling an estimated $1.4M and leaving 138,869 shares worth $5.54M. The position accounts for ﹤0.01% of the portfolio, ranked #1115.

Creative Planning first reported a position in ORI in Q2 2013 and has held it in 50 quarters since. The position peaked at $7.89M in Q4 2025. 653 funds tracked by Wall St. Rank hold ORI as of Q1 2026.

  • Creative Planning held 138,869 shares of Old Republic International worth $5.54M as of Q1 2026.
  • Creative Planning sold 34,009 Old Republic International shares in Q1 2026, an estimated $1.4M.
  • Old Republic International made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #1115 holding.
  • Creative Planning first reported a position in Old Republic International in Q2 2013 and has held it in 50 quarters since.
  • Creative Planning's Old Republic International position peaked at $7.89M in Q4 2025.
  • 653 funds tracked by Wall St. Rank held Old Republic International as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.