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Everhart Financial Group’s Old Republic International ORI Stock Holding History

Everhart Financial Group’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 		$890K Buy
23,849
+28
+0.1% +$1.16K 0.05% 196
2026
Q2 		$975K Sell
23,821
-2,929
-11% -$116K 0.06% 178
2026
Q1 		$1.07M Buy
26,750
+1,756
+7% +$72.2K 0.09% 157
2025
Q4 		$1.14M Buy
24,994
+1,116
+5% +$48.4K 0.11% 135
2025
Q3 		$1.01M Buy
23,878
+2,185
+10% +$84.3K 0.1% 139
2025
Q2 		$834K Buy
21,693
+3,193
+17% +$120K 0.1% 148
2025
Q1 		$726K Buy
18,500
+1,667
+10% +$61.1K 0.1% 146
2024
Q4 		$609K Buy
16,833
+620
+4% +$22.6K 0.13% 159
2024
Q3 		$574K Buy
16,213
+2,516
+18% +$85.1K 0.13% 178
2024
Q2 		$423K Buy
13,697
+2,073
+18% +$63.5K 0.11% 184
2024
Q1 		$357K Buy
11,624
+953
+9% +$27.7K 0.1% 196
2023
Q4 		$314K Buy
10,671
+3,052
+40% +$85.9K 0.11% 172
2023
Q3 		$205K Buy
+7,619
New +$206K 0.09% 205

Other funds holding ORI

HCM
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
DFG
Dupree Financial Group Lexington, Kentucky $277M AUM 22.51% 1-Year Est. Return
BTC
Bank & Trust Company Litchfield, Illinois $159M AUM 30.15% 1-Year Est. Return
IWS
Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return
ACL
Applied Capital LLC Hollywood, Florida $252M AUM 11.35% 1-Year Est. Return
RI
Ridgewood Investments Springfield, New Jersey $271M AUM
ANBT
American National Bank & Trust Wichita Falls, Texas $1.09B AUM 26.59% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Everhart Financial Group's ORI Position: Q3 2026 in Review

Everhart Financial Group increased its Old Republic International (ORI) stake by 0.12% in Q3 2026, buying an estimated $1.16K and bringing the position to 23,849 shares worth $890K. The position accounts for 0.05% of the portfolio, ranked #196.

Everhart Financial Group first reported a position in ORI in Q3 2023 and has held it in 13 quarters since. The position peaked at $1.14M in Q4 2025. 26 funds tracked by Wall St. Rank hold ORI as of Q3 2026.

  • Everhart Financial Group held 23,849 shares of Old Republic International worth $890K as of Q3 2026.
  • Everhart Financial Group bought 28 Old Republic International shares in Q3 2026, an estimated $1.16K.
  • Old Republic International made up 0.05% of Everhart Financial Group's portfolio in Q3 2026, its #196 holding.
  • Everhart Financial Group first reported a position in Old Republic International in Q3 2023 and has held it in 13 quarters since.
  • Everhart Financial Group's Old Republic International position peaked at $1.14M in Q4 2025.
  • 26 funds tracked by Wall St. Rank held Old Republic International as of Q3 2026.

Based on Everhart Financial Group's 13F filing for Q3 2026, filed 8 Oct 2026.