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EverSource Wealth Advisors’s Old Republic International ORI Stock Holding History

EverSource Wealth Advisors’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 		$249K Sell
6,097
-5,854
-49% -$232K 0.01% 903
2026
Q1 		$477K Sell
11,951
-159
-1% -$6.54K 0.01% 623
2025
Q4 		$553K Buy
12,110
+172
+1% +$7.47K 0.02% 503
2025
Q3 		$507K Buy
11,938
+411
+4% +$15.9K 0.02% 499
2025
Q2 		$443K Buy
11,527
+6,845
+146% +$258K 0.02% 505
2025
Q1 		$184K Buy
4,682
+693
+17% +$25.4K 0.01% 691
2024
Q4 		$144K Buy
3,989
+592
+17% +$21.6K 0.01% 789
2024
Q3 		$120K Sell
3,397
-882
-21% -$29.8K 0.01% 734
2024
Q2 		$148K Buy
4,279
+217
+5% +$6.64K 0.01% 665
2024
Q1 		$121K Buy
4,062
+58
+1% +$1.69K 0.01% 638
2023
Q4 		$118K Buy
4,004
+27
+0.7% +$760 0.01% 582
2023
Q3 		$107K Hold
3,977
– – 0.01% 550
2023
Q2 		$100K Buy
3,977
+1,236
+45% +$31K 0.01% 580
2023
Q1 		$68.4K Buy
2,741
+118
+4% +$2.97K 0.01% 673
2022
Q4 		$63.3K Sell
2,623
-1,533
-37% -$35.9K 0.01% 656
2022
Q3 		$87K Buy
4,156
+1,145
+38% +$25.8K 0.02% 463
2022
Q2 		$67K Buy
+3,011
New +$69.7K 0.02% 516

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 $3.38T AUM 44.17% 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

EverSource Wealth Advisors's ORI Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Old Republic International (ORI) stake by 49% in Q2 2026, selling an estimated $232K and leaving 6,097 shares worth $249K. The position accounts for 0.01% of the portfolio, ranked #903.

EverSource Wealth Advisors first reported a position in ORI in Q2 2022 and has held it in 17 quarters since. The position peaked at $553K in Q4 2025. 657 funds tracked by Wall St. Rank hold ORI as of Q2 2026.

  • EverSource Wealth Advisors held 6,097 shares of Old Republic International worth $249K as of Q2 2026.
  • EverSource Wealth Advisors sold 5,854 Old Republic International shares in Q2 2026, an estimated $232K.
  • Old Republic International made up 0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #903 holding.
  • EverSource Wealth Advisors first reported a position in Old Republic International in Q2 2022 and has held it in 17 quarters since.
  • EverSource Wealth Advisors's Old Republic International position peaked at $553K in Q4 2025.
  • 657 funds tracked by Wall St. Rank held Old Republic International as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.