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Evolve Private Wealth’s Old Republic International ORI Stock Holding History

Evolve Private Wealth’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 		$3.9M Sell
95,368
-8,633
-8% -$342K 0.24% 80
2026
Q1 		$4.15M Sell
104,001
-4,843
-4% -$199K 0.22% 76
2025
Q4 		$4.97M Buy
+108,844
New +$4.72M 0.29% 58

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

Evolve Private Wealth's ORI Position: Q2 2026 in Review

Evolve Private Wealth reduced its Old Republic International (ORI) stake by 8.3% in Q2 2026, selling an estimated $342K and leaving 95,368 shares worth $3.9M. The position accounts for 0.24% of the portfolio, ranked #80.

Evolve Private Wealth first reported a position in ORI in Q4 2025 and has held it in 3 quarters since. The position peaked at $4.97M in Q4 2025. 657 funds tracked by Wall St. Rank hold ORI as of Q2 2026.

  • Evolve Private Wealth held 95,368 shares of Old Republic International worth $3.9M as of Q2 2026.
  • Evolve Private Wealth sold 8,633 Old Republic International shares in Q2 2026, an estimated $342K.
  • Old Republic International made up 0.24% of Evolve Private Wealth's portfolio in Q2 2026, its #80 holding.
  • Evolve Private Wealth first reported a position in Old Republic International in Q4 2025 and has held it in 3 quarters since.
  • Evolve Private Wealth's Old Republic International position peaked at $4.97M in Q4 2025.
  • 657 funds tracked by Wall St. Rank held Old Republic International as of Q2 2026.

Based on Evolve Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.