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Family Management’s Old Republic International ORI Stock Holding History

Family Management’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 		$540K Buy
13,198
+897
+7% +$35.5K 0.06% 164
2026
Q1 		$491K Buy
12,301
+1,322
+12% +$54.3K 0.06% 157
2025
Q4 		$501K Buy
10,979
+4,141
+61% +$180K 0.06% 140
2025
Q3 		$290K Buy
+6,838
New +$264K 0.04% 166

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

Family Management's ORI Position: Q2 2026 in Review

Family Management increased its Old Republic International (ORI) stake by 7.3% in Q2 2026, buying an estimated $35.5K and bringing the position to 13,198 shares worth $540K. The position accounts for 0.06% of the portfolio, ranked #164.

Family Management first reported a position in ORI in Q3 2025 and has held it in 4 quarters since. 653 funds tracked by Wall St. Rank hold ORI as of Q2 2026.

  • Family Management held 13,198 shares of Old Republic International worth $540K as of Q2 2026.
  • Family Management bought 897 Old Republic International shares in Q2 2026, an estimated $35.5K.
  • Old Republic International made up 0.06% of Family Management's portfolio in Q2 2026, its #164 holding.
  • Family Management first reported a position in Old Republic International in Q3 2025 and has held it in 4 quarters since.
  • 653 funds tracked by Wall St. Rank held Old Republic International as of Q2 2026.

Based on Family Management's 13F filing for Q2 2026, filed 14 Aug 2026.