DiNuzzo Private Wealth’s Old Republic International ORI Stock Holding History

DiNuzzo Private Wealth’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	$2.78K	Hold	68	–	–	﹤0.01%	564
2026 Q1	$2.71K	Hold	68	–	–	﹤0.01%	543
2025 Q4	$3.1K	Hold	68	–	–	﹤0.01%	497
2025 Q3	$2.72K	Sell	68 -2	-3%	-$77	﹤0.01%	540
2025 Q2	$2.69K	Sell	70 -1	-1%	-$38	﹤0.01%	522
2025 Q1	$2.79K	Buy	71 +2	+3%	+$73	﹤0.01%	490
2024 Q4	$2.5K	Hold	69	–	–	﹤0.01%	517
2024 Q3	$2.44K	Hold	69	–	–	﹤0.01%	536
2024 Q2	$2.13K	Buy	69 +10	+17%	+$306	﹤0.01%	502
2024 Q1	$1.81K	Sell	59 -1	-2%	-$29	﹤0.01%	506
2023 Q4	$1.76K	Buy	+60	New	+$1.69K	﹤0.01%	491

Other funds holding ORI

Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return

Viking Fund Management Minot, North Dakota $1.12B AUM 44.65% 1-Year Est. Return

Bank & Trust Company Litchfield, Illinois $158M AUM 35.48% 1-Year Est. Return

Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return

Midway Capital Research & Management Chicago, Illinois $126M AUM

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Harrell Investment Partners Austin, Texas $461M AUM 31.07% 1-Year Est. Return

Everhart Financial Group Dublin, Ohio $1.56B AUM 34.29% 1-Year Est. Return