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 Q3	$23.2K	Sell	622 -19	-3%	-$789	0.01%	857
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

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

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

Ellsworth Advisors Hudson, Ohio $620M AUM 38.17% 1-Year Est. Return

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

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

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

Essential Partners's ORI Position: Q3 2026 in Review

Essential Partners reduced its Old Republic International (ORI) stake by 3% in Q3 2026, selling an estimated $789 and leaving 622 shares worth $23.2K. The position accounts for 0.01% of the portfolio, ranked #857.

Essential Partners first reported a position in ORI in Q2 2025 and has held it in 6 quarters since. The position peaked at $1.1M in Q4 2025. 101 funds tracked by Wall St. Rank hold ORI as of Q3 2026.

Essential Partners held 622 shares of Old Republic International worth $23.2K as of Q3 2026.
Essential Partners sold 19 Old Republic International shares in Q3 2026, an estimated $789.
Old Republic International made up 0.01% of Essential Partners's portfolio in Q3 2026, its #857 holding.
Essential Partners first reported a position in Old Republic International in Q2 2025 and has held it in 6 quarters since.
Essential Partners's Old Republic International position peaked at $1.1M in Q4 2025.
101 funds tracked by Wall St. Rank held Old Republic International as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.