Ellsworth Advisors’s Old Republic International ORI Stock Holding History

Ellsworth Advisors’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	$6.73M	Buy	180,280 +8,653	+5%	+$359K	1.08%	34
2026 Q2	$6.92M	Buy	171,627 +12,309	+8%	+$488K	1.14%	34
2026 Q1	$6.36M	Buy	159,318 +10,898	+7%	+$448K	1.19%	36
2025 Q4	$6.43M	Buy	148,420 +8,237	+6%	+$358K	1.27%	28
2025 Q3	$6M	Buy	+140,183	New	+$5.41M	1.28%	24

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

VFM

Viking Fund Management Minot, North Dakota $1.14B AUM 32.65% 1-Year Est. Return

DFG

Dupree Financial Group Lexington, Kentucky $277M AUM 22.51% 1-Year Est. Return

OWM

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

IWS

Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return

ACIML

ASK CAPITAL INVESTMENT MANAGERS, LLC Amarillo, Texas $97.1M AUM

Ellsworth Advisors's ORI Position: Q3 2026 in Review

Ellsworth Advisors increased its Old Republic International (ORI) stake by 5% in Q3 2026, buying an estimated $359K and bringing the position to 180,280 shares worth $6.73M. The position accounts for 1.08% of the portfolio, ranked #34.

Ellsworth Advisors first reported a position in ORI in Q3 2025 and has held it in 5 quarters since. The position peaked at $6.92M in Q2 2026. 68 funds tracked by Wall St. Rank hold ORI as of Q3 2026.

Ellsworth Advisors held 180,280 shares of Old Republic International worth $6.73M as of Q3 2026.
Ellsworth Advisors bought 8,653 Old Republic International shares in Q3 2026, an estimated $359K.
Old Republic International made up 1.08% of Ellsworth Advisors's portfolio in Q3 2026, its #34 holding.
Ellsworth Advisors first reported a position in Old Republic International in Q3 2025 and has held it in 5 quarters since.
Ellsworth Advisors's Old Republic International position peaked at $6.92M in Q2 2026.
68 funds tracked by Wall St. Rank held Old Republic International as of Q3 2026.

Based on Ellsworth Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.