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Dupree Financial Group’s Old Republic International ORI Stock Holding History

Dupree Financial 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
Q3 		$6.56M Buy
175,928
+2,562
+1% +$106K 2.37% 15
2026
Q2 		$7.09M Buy
173,366
+4,892
+3% +$194K 2.66% 11
2026
Q1 		$6.72M Buy
168,474
+1,940
+1% +$79.7K 2.71% 13
2025
Q4 		$7.6M Buy
166,534
+1,422
+0.9% +$61.7K 2.77% 13
2025
Q3 		$7.01M Sell
165,112
-46,594
-22% -$1.8M 2.66% 14
2025
Q2 		$8.14M Buy
211,706
+2,264
+1% +$85.2K 3.21% 8
2025
Q1 		$8.21M Buy
209,442
+1,058
+0.5% +$38.8K 3.34% 9
2024
Q4 		$7.54M Buy
208,384
+1,679
+0.8% +$61.3K 3.44% 8
2024
Q3 		$7.32M Sell
206,705
-720
-0.3% -$24.4K 2.93% 10
2024
Q2 		$6.41M Sell
207,425
-51,217
-20% -$1.57M 2.91% 12
2024
Q1 		$7.95M Buy
258,642
+290
+0.1% +$8.43K 3.54% 8
2023
Q4 		$7.6M Buy
+258,352
New +$7.27M 3.72% 9

Other funds holding ORI

HCM
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
BTC
Bank & Trust Company Litchfield, Illinois $159M AUM 30.15% 1-Year Est. Return
IWS
Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return
ACL
Applied Capital LLC Hollywood, Florida $252M AUM 11.35% 1-Year Est. Return
RI
Ridgewood Investments Springfield, New Jersey $271M AUM
ANBT
American National Bank & Trust Wichita Falls, Texas $1.09B AUM 26.59% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Dupree Financial Group's ORI Position: Q3 2026 in Review

Dupree Financial Group increased its Old Republic International (ORI) stake by 1.5% in Q3 2026, buying an estimated $106K and bringing the position to 175,928 shares worth $6.56M. The position accounts for 2.37% of the portfolio, ranked #15.

Dupree Financial Group first reported a position in ORI in Q4 2023 and has held it in 12 quarters since. The position peaked at $8.21M in Q1 2025. 26 funds tracked by Wall St. Rank hold ORI as of Q3 2026.

  • Dupree Financial Group held 175,928 shares of Old Republic International worth $6.56M as of Q3 2026.
  • Dupree Financial Group bought 2,562 Old Republic International shares in Q3 2026, an estimated $106K.
  • Old Republic International made up 2.37% of Dupree Financial Group's portfolio in Q3 2026, its #15 holding.
  • Dupree Financial Group first reported a position in Old Republic International in Q4 2023 and has held it in 12 quarters since.
  • Dupree Financial Group's Old Republic International position peaked at $8.21M in Q1 2025.
  • 26 funds tracked by Wall St. Rank held Old Republic International as of Q3 2026.

Based on Dupree Financial Group's 13F filing for Q3 2026, filed 9 Oct 2026.