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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

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

Everhart Financial Group's ORI Position: Q2 2026 in Review

Everhart Financial Group reduced its Old Republic International (ORI) stake by 11% in Q2 2026, selling an estimated $116K and leaving 23,821 shares worth $975K. The position accounts for 0.06% of the portfolio, ranked #178.

Everhart Financial Group first reported a position in ORI in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.14M in Q4 2025. 653 funds tracked by Wall St. Rank hold ORI as of Q2 2026.

  • Everhart Financial Group held 23,821 shares of Old Republic International worth $975K as of Q2 2026.
  • Everhart Financial Group sold 2,929 Old Republic International shares in Q2 2026, an estimated $116K.
  • Old Republic International made up 0.06% of Everhart Financial Group's portfolio in Q2 2026, its #178 holding.
  • Everhart Financial Group first reported a position in Old Republic International in Q3 2023 and has held it in 12 quarters since.
  • Everhart Financial Group's Old Republic International position peaked at $1.14M in Q4 2025.
  • 653 funds tracked by Wall St. Rank held Old Republic International as of Q2 2026.

Based on Everhart Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.