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

Elevation 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
Q3 		$31.3K Buy
839
+439
+110% +$18.2K 0.01% 524
2026
Q2 		$16.4K Buy
400
+312
+355% +$12.4K ﹤0.01% 653
2026
Q1 		$3.51K Buy
88
+61
+226% +$2.51K ﹤0.01% 800
2025
Q4 		$1.23K Buy
27
+20
+286% +$868 ﹤0.01% 841
2025
Q3 		$298 Buy
+7
New +$270 ﹤0.01% 841

Other funds holding ORI

HCM
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
DFG
Dupree Financial Group Lexington, Kentucky $277M AUM 22.51% 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

Elevation Wealth Partners's ORI Position: Q3 2026 in Review

Elevation Wealth Partners increased its Old Republic International (ORI) stake by 110% in Q3 2026, buying an estimated $18.2K and bringing the position to 839 shares worth $31.3K. The position accounts for 0.01% of the portfolio, ranked #524.

Elevation Wealth Partners first reported a position in ORI in Q3 2025 and has held it in 5 quarters since. 26 funds tracked by Wall St. Rank hold ORI as of Q3 2026.

  • Elevation Wealth Partners held 839 shares of Old Republic International worth $31.3K as of Q3 2026.
  • Elevation Wealth Partners bought 439 Old Republic International shares in Q3 2026, an estimated $18.2K.
  • Old Republic International made up 0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #524 holding.
  • Elevation Wealth Partners first reported a position in Old Republic International in Q3 2025 and has held it in 5 quarters since.
  • 26 funds tracked by Wall St. Rank held Old Republic International as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.