Empirical Wealth Management
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Empirical Wealth Management’s Old Republic International ORI Stock Holding History

Empirical Wealth Management’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 		$1.4M Sell
37,399
-5,566
-13% -$231K 0.02% 383
2026
Q2 		$1.76M Buy
42,965
+2,319
+6% +$91.9K 0.03% 294
2026
Q1 		$1.62M Buy
40,646
+9,323
+30% +$383K 0.03% 278
2025
Q4 		$1.43M Buy
31,323
+9,746
+45% +$423K 0.03% 282
2025
Q3 		$916K Buy
21,577
+11,097
+106% +$428K 0.02% 340
2025
Q2 		$403K Sell
10,480
-3,714
-26% -$140K 0.01% 463
2025
Q1 		$557K Buy
14,194
+3,646
+35% +$134K 0.01% 390
2024
Q4 		$382K Buy
10,548
+39
+0.4% +$1.42K 0.01% 448
2024
Q3 		$372K Buy
10,509
+317
+3% +$10.7K 0.01% 428
2024
Q2 		$315K Sell
10,192
-613
-6% -$18.8K 0.01% 449
2024
Q1 		$332K Buy
10,805
+2,927
+37% +$85.1K 0.01% 418
2023
Q4 		$232K Sell
7,878
-2,617
-25% -$73.6K 0.01% 444
2023
Q3 		$283K Sell
10,495
-826
-7% -$22.3K 0.01% 380
2023
Q2 		$285K Sell
11,321
-50,252
-82% -$1.26M 0.01% 375
2023
Q1 		$1.54M Buy
61,573
+3,639
+6% +$91.6K 0.07% 166
2022
Q4 		$1.4M Sell
57,934
-514
-0.9% -$12.1K 0.07% 170
2022
Q3 		$1.22M Sell
58,448
-6,483
-10% -$146K 0.06% 177
2022
Q2 		$1.45M Sell
64,931
-80,417
-55% -$1.86M 0.08% 165
2022
Q1 		$3.76M Buy
145,348
+64,083
+79% +$1.65M 0.19% 84
2021
Q4 		$2M Buy
+81,265
New +$2.02M 0.1% 132

Other funds holding ORI

Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Hamlin Capital Management
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $67.2B AUM 18.61% 1-Year Est. Return

Empirical Wealth Management's ORI Position: Q3 2026 in Review

Empirical Wealth Management reduced its Old Republic International (ORI) stake by 13% in Q3 2026, selling an estimated $231K and leaving 37,399 shares worth $1.4M. The position accounts for 0.02% of the portfolio, ranked #383.

Empirical Wealth Management first reported a position in ORI in Q4 2021 and has held it in 20 quarters since. The position peaked at $3.76M in Q1 2022. 502 funds tracked by Wall St. Rank hold ORI as of Q3 2026.

  • Empirical Wealth Management held 37,399 shares of Old Republic International worth $1.4M as of Q3 2026.
  • Empirical Wealth Management sold 5,566 Old Republic International shares in Q3 2026, an estimated $231K.
  • Old Republic International made up 0.02% of Empirical Wealth Management's portfolio in Q3 2026, its #383 holding.
  • Empirical Wealth Management first reported a position in Old Republic International in Q4 2021 and has held it in 20 quarters since.
  • Empirical Wealth Management's Old Republic International position peaked at $3.76M in Q1 2022.
  • 502 funds tracked by Wall St. Rank held Old Republic International as of Q3 2026.

Based on Empirical Wealth Management's 13F filing for Q3 2026, filed 27 Oct 2026.