CX Institutional’s Old Republic International ORI Stock Holding History

CX Institutional’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	$383K	Buy	10,260 +2,535	+33%	+$105K	0.01%	538
2026 Q2	$316K	Buy	7,725 +439	+6%	+$17.4K	0.01%	608
2026 Q1	$291K	Buy	7,286 +7,203	+8,678%	+$296K	0.01%	613
2025 Q4	$4K	Buy	+83	New	+$3.6K	﹤0.01%	1298
2019 Q4	–	Sell	-178	Closed	-$4K	–	759
2019 Q3	$4K	Sell	178 -3,726	-95%	-$85K	﹤0.01%	634
2019 Q2	$87K	Hold	3,904	–	–	0.01%	286
2019 Q1	$82K	Sell	3,904 -202,923	-98%	-$4.22M	0.01%	292
2018 Q4	$4.25M	Buy	206,827 +83,649	+68%	+$1.79M	0.9%	37
2018 Q3	$2.76M	Buy	123,178 +1,286	+1%	+$27.7K	0.91%	39
2018 Q2	$2.43M	Buy	+121,892	New	+$2.55M	0.9%	39

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

Vest Financial Mclean, Virginia $9.5B AUM 22.78% 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

CX Institutional's ORI Position: Q3 2026 in Review

CX Institutional increased its Old Republic International (ORI) stake by 33% in Q3 2026, buying an estimated $105K and bringing the position to 10,260 shares worth $383K. The position accounts for 0.01% of the portfolio, ranked #538.

CX Institutional first reported a position in ORI in Q2 2018 and has held it in 10 quarters since. The position peaked at $4.25M in Q4 2018. 111 funds tracked by Wall St. Rank hold ORI as of Q3 2026.

CX Institutional held 10,260 shares of Old Republic International worth $383K as of Q3 2026.
CX Institutional bought 2,535 Old Republic International shares in Q3 2026, an estimated $105K.
Old Republic International made up 0.01% of CX Institutional's portfolio in Q3 2026, its #538 holding.
CX Institutional first reported a position in Old Republic International in Q2 2018 and has held it in 10 quarters since.
CX Institutional's Old Republic International position peaked at $4.25M in Q4 2018.
111 funds tracked by Wall St. Rank held Old Republic International as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.