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

Etesian 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 		$993K Sell
24,272
-156
-0.6% -$6.18K 0.29% 70
2026
Q1 		$975K Hold
24,428
– – 0.31% 72
2025
Q4 		$1.11M Sell
24,428
-358
-1% -$15.5K 0.35% 69
2025
Q3 		$1.05M Sell
24,786
-809
-3% -$31.2K 0.35% 68
2025
Q2 		$984K Sell
25,595
-2,489
-9% -$93.7K 0.37% 67
2025
Q1 		$1.1M Sell
28,084
-1,684
-6% -$61.8K 0.47% 62
2024
Q4 		$1.08M Sell
29,768
-1,925
-6% -$70.2K 0.48% 63
2024
Q3 		$1.12M Sell
31,693
-9,898
-24% -$335K 0.51% 60
2024
Q2 		$1.29M Sell
41,591
-6,670
-14% -$204K 0.72% 44
2024
Q1 		$1.48M Sell
48,261
-1,259
-3% -$36.6K 0.85% 37
2023
Q4 		$1.46M Buy
49,520
+808
+2% +$22.7K 0.88% 38
2023
Q3 		$1.31M Sell
48,712
-3,204
-6% -$86.4K 0.88% 40
2023
Q2 		$1.31M Sell
51,916
-109
-0.2% -$2.73K 0.85% 44
2023
Q1 		$1.3M Sell
52,025
-279
-0.5% -$7.02K 0.86% 41
2022
Q4 		$1.26M Buy
+52,304
New +$1.23M 0.92% 40

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

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

Etesian Wealth Advisors reduced its Old Republic International (ORI) stake by 0.64% in Q2 2026, selling an estimated $6.18K and leaving 24,272 shares worth $993K. The position accounts for 0.29% of the portfolio, ranked #70.

Etesian Wealth Advisors first reported a position in ORI in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.48M in Q1 2024. 654 funds tracked by Wall St. Rank hold ORI as of Q2 2026.

  • Etesian Wealth Advisors held 24,272 shares of Old Republic International worth $993K as of Q2 2026.
  • Etesian Wealth Advisors sold 156 Old Republic International shares in Q2 2026, an estimated $6.18K.
  • Old Republic International made up 0.29% of Etesian Wealth Advisors's portfolio in Q2 2026, its #70 holding.
  • Etesian Wealth Advisors first reported a position in Old Republic International in Q4 2022 and has held it in 15 quarters since.
  • Etesian Wealth Advisors's Old Republic International position peaked at $1.48M in Q1 2024.
  • 654 funds tracked by Wall St. Rank held Old Republic International as of Q2 2026.

Based on Etesian Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.