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Essential Partners’s Old Republic International ORI Stock Holding History

Essential 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
Q2 		$26.2K Sell
641
-18,258
-97% -$724K 0.01% 806
2026
Q1 		$754K Sell
18,899
-5,129
-21% -$211K 0.25% 100
2025
Q4 		$1.1M Buy
24,028
+329
+1% +$14.3K 0.34% 75
2025
Q3 		$1.01M Buy
23,699
+852
+4% +$32.9K 0.33% 82
2025
Q2 		$878K Buy
+22,847
New +$860K 0.35% 85

Other funds holding ORI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Essential Partners's ORI Position: Q2 2026 in Review

Essential Partners reduced its Old Republic International (ORI) stake by 97% in Q2 2026, selling an estimated $724K and leaving 641 shares worth $26.2K. The position accounts for 0.01% of the portfolio, ranked #806.

Essential Partners first reported a position in ORI in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.1M in Q4 2025. 653 funds tracked by Wall St. Rank hold ORI as of Q2 2026.

  • Essential Partners held 641 shares of Old Republic International worth $26.2K as of Q2 2026.
  • Essential Partners sold 18,258 Old Republic International shares in Q2 2026, an estimated $724K.
  • Old Republic International made up 0.01% of Essential Partners's portfolio in Q2 2026, its #806 holding.
  • Essential Partners first reported a position in Old Republic International in Q2 2025 and has held it in 5 quarters since.
  • Essential Partners's Old Republic International position peaked at $1.1M in Q4 2025.
  • 653 funds tracked by Wall St. Rank held Old Republic International as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.