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Financial Perspectives’s Old Republic International ORI Stock Holding History

Financial Perspectives’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 		$25.2K Buy
616
+5
+0.8% +$198 0.01% 429
2026
Q1 		$24.4K Buy
611
+38
+7% +$1.56K 0.01% 417
2025
Q4 		$26.1K Buy
573
+4
+0.7% +$174 0.01% 400
2025
Q3 		$24.2K Buy
569
+4
+0.7% +$154 0.01% 404
2025
Q2 		$21.7K Buy
565
+4
+0.7% +$151 0.01% 407
2025
Q1 		$22K Buy
561
+35
+7% +$1.28K 0.01% 401
2024
Q4 		$19K Buy
526
+4
+0.8% +$146 0.01% 412
2024
Q3 		$18.5K Buy
522
+4
+0.8% +$135 0.01% 399
2024
Q2 		$16K Buy
518
+4
+0.8% +$122 0.01% 406
2024
Q1 		$15.8K Buy
514
+5
+1% +$145 0.01% 407
2023
Q4 		$15K Buy
509
+4
+0.8% +$113 0.01% 415
2023
Q3 		$13.6K Buy
505
+5
+1% +$135 0.01% 408
2023
Q2 		$12.6K Buy
500
+5
+1% +$125 0.01% 427
2023
Q1 		$12.4K Buy
495
+5
+1% +$126 0.01% 424
2022
Q4 		$11.8K Buy
490
+4
+0.8% +$94 0.01% 420
2022
Q3 		$10.2K Buy
486
+26
+6% +$585 0.01% 436
2022
Q2 		$10.3K Buy
460
+4
+0.9% +$93 0.01% 439
2022
Q1 		$11.8K Buy
456
+4
+0.9% +$103 0.01% 441
2021
Q4 		$11.1K Buy
452
+31
+7% +$770 0.01% 432
2021
Q3 		$9.74K Buy
421
+4
+1% +$99 ﹤0.01% 443
2021
Q2 		$10.4K Buy
417
+3
+0.7% +$75 0.01% 459
2021
Q1 		$9.04K Buy
414
+25
+6% +$501 ﹤0.01% 449
2020
Q4 		$7.66K Buy
389
+4
+1% +$70 ﹤0.01% 428
2020
Q3 		$5.67K Buy
385
+6
+2% +$96 ﹤0.01% 409
2020
Q2 		$6.19K Buy
379
+4
+1% +$63 ﹤0.01% 392
2020
Q1 		$5.71K Buy
375
+5
+1% +$103 ﹤0.01% 374
2019
Q4 		$8.27K Buy
+370
New +$8.42K 0.01% 355

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

Financial Perspectives's ORI Position: Q2 2026 in Review

Financial Perspectives increased its Old Republic International (ORI) stake by 0.82% in Q2 2026, buying an estimated $198 and bringing the position to 616 shares worth $25.2K. The position accounts for 0.01% of the portfolio, ranked #429.

Financial Perspectives first reported a position in ORI in Q4 2019 and has held it in 27 quarters since. The position peaked at $26.1K in Q4 2025. 654 funds tracked by Wall St. Rank hold ORI as of Q2 2026.

  • Financial Perspectives held 616 shares of Old Republic International worth $25.2K as of Q2 2026.
  • Financial Perspectives bought 5 Old Republic International shares in Q2 2026, an estimated $198.
  • Old Republic International made up 0.01% of Financial Perspectives's portfolio in Q2 2026, its #429 holding.
  • Financial Perspectives first reported a position in Old Republic International in Q4 2019 and has held it in 27 quarters since.
  • Financial Perspectives's Old Republic International position peaked at $26.1K in Q4 2025.
  • 654 funds tracked by Wall St. Rank held Old Republic International as of Q2 2026.

Based on Financial Perspectives's 13F filing for Q2 2026, filed 24 Jul 2026.