EFG
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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
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 $4.45B AUM 22.95% 1-Year Est. Return
VFM
Viking Fund Management Minot, North Dakota $1.12B AUM 44.65% 1-Year Est. Return
BTC
Bank & Trust Company Litchfield, Illinois $158M AUM 35.48% 1-Year Est. Return
IWS
Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
HIP
Harrell Investment Partners Austin, Texas $461M AUM 31.07% 1-Year Est. Return
FIM
Fruth Investment Management Houston, Texas $421M AUM 35.14% 1-Year Est. Return
CWA
Centennial Wealth Advisory Traverse City, Michigan $463M AUM 19.66% 1-Year Est. Return