EP Wealth Advisors’s Old Republic International ORI Stock Holding History

EP Wealth 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 Q2	$495K	Buy	12,103 +492	+4%	+$19.5K	﹤0.01%	1038
2026 Q1	$463K	Sell	11,611 -3,113	-21%	-$128K	﹤0.01%	930
2025 Q4	$672K	Buy	+14,724	New	+$639K	﹤0.01%	743
2025 Q2	$339K	Sell	8,827 -6,193	-41%	-$233K	﹤0.01%	947
2025 Q1	$589K	Buy	15,020 +203	+1%	+$7.45K	﹤0.01%	647
2024 Q4	$536K	Buy	14,817 +1,756	+13%	+$64.1K	﹤0.01%	672
2024 Q3	$463K	Buy	13,061 +3,394	+35%	+$115K	﹤0.01%	715
2024 Q2	$299K	Buy	9,667 +1,905	+25%	+$58.3K	﹤0.01%	656
2024 Q1	$238K	Buy	7,762 +387	+5%	+$11.2K	﹤0.01%	691
2023 Q4	$217K	Buy	+7,375	New	+$207K	﹤0.01%	695

Other funds holding ORI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

EP Wealth Advisors's ORI Position: Q2 2026 in Review

EP Wealth Advisors increased its Old Republic International (ORI) stake by 4.2% in Q2 2026, buying an estimated $19.5K and bringing the position to 12,103 shares worth $495K. The position accounts for ﹤0.01% of the portfolio, ranked #1038.

EP Wealth Advisors first reported a position in ORI in Q4 2023 and has held it in 10 quarters since. The position peaked at $672K in Q4 2025. 652 funds tracked by Wall St. Rank hold ORI as of Q2 2026.

EP Wealth Advisors held 12,103 shares of Old Republic International worth $495K as of Q2 2026.
EP Wealth Advisors bought 492 Old Republic International shares in Q2 2026, an estimated $19.5K.
Old Republic International made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1038 holding.
EP Wealth Advisors first reported a position in Old Republic International in Q4 2023 and has held it in 10 quarters since.
EP Wealth Advisors's Old Republic International position peaked at $672K in Q4 2025.
652 funds tracked by Wall St. Rank held Old Republic International as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.