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Evergreen Capital Management’s Old Republic International ORI Stock Holding History

Evergreen Capital Management’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 		$811K Sell
19,808
-3,719
-16% -$147K 0.01% 635
2026
Q1 		$939K Sell
23,527
-628
-3% -$25.8K 0.02% 511
2025
Q4 		$1.1M Sell
24,155
-2,354
-9% -$102K 0.02% 444
2025
Q3 		$1.13M Buy
26,509
+4,624
+21% +$178K 0.03% 376
2025
Q2 		$841K Sell
21,885
-3,926
-15% -$148K 0.03% 403
2025
Q1 		$1.01M Buy
25,811
+1,238
+5% +$45.4K 0.03% 334
2024
Q4 		$889K Buy
24,573
+20
+0.1% +$730 0.03% 361
2024
Q3 		$870K Buy
24,553
+769
+3% +$26K 0.03% 351
2024
Q2 		$735K Buy
23,784
+6,242
+36% +$191K 0.03% 364
2024
Q1 		$539K Buy
17,542
+302
+2% +$8.78K 0.02% 432
2023
Q4 		$507K Buy
17,240
+10
+0.1% +$281 0.02% 421
2023
Q3 		$464K Buy
17,230
+58
+0.3% +$1.56K 0.02% 416
2023
Q2 		$432K Buy
17,172
+7,797
+83% +$195K 0.02% 429
2023
Q1 		$234K Buy
+9,375
New +$236K 0.01% 607
2022
Q4 		– Sell
-10,473
Closed -$219K – 702
2022
Q3 		$219K Buy
+10,473
New +$236K 0.01% 529

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

Evergreen Capital Management's ORI Position: Q2 2026 in Review

Evergreen Capital Management reduced its Old Republic International (ORI) stake by 16% in Q2 2026, selling an estimated $147K and leaving 19,808 shares worth $811K. The position accounts for 0.01% of the portfolio, ranked #635.

Evergreen Capital Management first reported a position in ORI in Q3 2022 and has held it in 15 quarters since. The position peaked at $1.13M in Q3 2025. 652 funds tracked by Wall St. Rank hold ORI as of Q2 2026.

  • Evergreen Capital Management held 19,808 shares of Old Republic International worth $811K as of Q2 2026.
  • Evergreen Capital Management sold 3,719 Old Republic International shares in Q2 2026, an estimated $147K.
  • Old Republic International made up 0.01% of Evergreen Capital Management's portfolio in Q2 2026, its #635 holding.
  • Evergreen Capital Management first reported a position in Old Republic International in Q3 2022 and has held it in 15 quarters since.
  • Evergreen Capital Management's Old Republic International position peaked at $1.13M in Q3 2025.
  • 652 funds tracked by Wall St. Rank held Old Republic International as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.