Ethic Inc’s Old Republic International ORI Stock Holding History

Ethic Inc’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 Q1	$1.35M	Sell	33,825 -6,896	-17%	-$283K	0.02%	569
2025 Q4	$1.86M	Buy	40,721 +24,144	+146%	+$1.05M	0.03%	478
2025 Q3	$704K	Sell	16,577 -597	-3%	-$23K	0.01%	735
2025 Q2	$655K	Buy	17,174 +60	+0.4%	+$2.26K	0.01%	734
2025 Q1	$678K	Buy	17,114 +1,229	+8%	+$45.1K	0.01%	691
2024 Q4	$575K	Buy	15,885 +1,879	+13%	+$68.5K	0.01%	753
2024 Q3	$430K	Sell	14,006 -879	-6%	-$29.7K	0.01%	796
2024 Q2	$460K	Buy	14,885 +879	+6%	+$26.9K	0.01%	785
2024 Q1	$430K	Sell	14,006 -1,293	-8%	-$37.6K	0.01%	795
2023 Q4	$450K	Sell	15,299 -2,149	-12%	-$60.5K	0.01%	768
2023 Q3	$470K	Sell	17,448 -14,207	-45%	-$383K	0.02%	700
2023 Q2	$797K	Sell	31,655 -2,021	-6%	-$50.6K	0.03%	509
2023 Q1	$841K	Sell	33,676 -223	-0.7%	-$5.61K	0.03%	491
2022 Q4	$819K	Buy	+33,899	New	+$795K	0.04%	422
2022 Q3	–	Sell	-10,311	Closed	-$231K	–	827
2022 Q2	$231K	Buy	+10,311	New	+$239K	0.02%	680

Other funds holding ORI

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Bank of New York Mellon

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Victory Capital Management

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

AQR Capital Management

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return