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Cyndeo Wealth Partners’s Old Republic International ORI Stock Holding History

Cyndeo Wealth Partners’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 		– Sell
-220,721
Closed -$10.1M – 511
2025
Q4 		$10.1M Buy
220,721
+6,435
+3% +$279K 0.54% 48
2025
Q3 		$9.1M Sell
214,286
-1,317
-0.6% -$50.8K 0.51% 50
2025
Q2 		$8.29M Buy
215,603
+10,568
+5% +$398K 0.49% 56
2025
Q1 		$8.04M Buy
205,035
+13,976
+7% +$513K 0.53% 57
2024
Q4 		$6.91M Buy
191,059
+7,278
+4% +$266K 0.47% 67
2024
Q3 		$6.51M Sell
183,781
-5,792
-3% -$196K 0.45% 70
2024
Q2 		$5.86M Buy
189,573
+10,416
+6% +$319K 0.46% 63
2024
Q1 		$5.5M Buy
+179,157
New +$5.21M 0.46% 66

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
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Cyndeo Wealth Partners's ORI Position: Q1 2026 in Review

Cyndeo Wealth Partners sold out of Old Republic International (ORI) in Q1 2026, closing a stake of 220,721 shares — an estimated $10.1M sold.

Cyndeo Wealth Partners first reported a position in ORI in Q1 2024 and held it in 8 quarters. The position peaked at $10.1M in Q4 2025. 659 funds tracked by Wall St. Rank hold ORI as of Q1 2026.

  • Cyndeo Wealth Partners reported no remaining Old Republic International position as of Q1 2026 after selling out during the quarter.
  • Cyndeo Wealth Partners sold 220,721 Old Republic International shares in Q1 2026, an estimated $10.1M.
  • Cyndeo Wealth Partners first reported a position in Old Republic International in Q1 2024 and held it in 8 quarters.
  • Cyndeo Wealth Partners's Old Republic International position peaked at $10.1M in Q4 2025.
  • 659 funds tracked by Wall St. Rank held Old Republic International as of Q1 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q1 2026, filed 13 Apr 2026.