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Crestwood Advisors Group’s Old Republic International ORI Stock Holding History

Crestwood Advisors 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
Q2 		$240K Buy
+5,870
New +$233K ﹤0.01% 772
2026
Q1 		– Sell
-5,195
Closed -$237K – 792
2025
Q4 		$237K Buy
+5,195
New +$225K ﹤0.01% 607

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

Crestwood Advisors Group's ORI Position: Q2 2026 in Review

Crestwood Advisors Group opened a new position in Old Republic International (ORI) in Q2 2026: 5,870 shares worth $240K. The stake represents ﹤0.01% of the portfolio and ranks #772 among its holdings. This is a return to the name: Crestwood Advisors Group previously reported a position in ORI as recently as Q4 2025.

Crestwood Advisors Group first reported a position in ORI in Q4 2025 and has held it in 2 quarters since. 654 funds tracked by Wall St. Rank hold ORI as of Q2 2026.

  • Crestwood Advisors Group held 5,870 shares of Old Republic International worth $240K as of Q2 2026.
  • Old Republic International was a new Crestwood Advisors Group position in Q2 2026.
  • Old Republic International made up ﹤0.01% of Crestwood Advisors Group's portfolio in Q2 2026, its #772 holding.
  • Crestwood Advisors Group first reported a position in Old Republic International in Q4 2025 and has held it in 2 quarters since.
  • 654 funds tracked by Wall St. Rank held Old Republic International as of Q2 2026.

Based on Crestwood Advisors Group's 13F filing for Q2 2026, filed 3 Aug 2026.