Forum Financial Management’s Old Republic International ORI Stock Holding History

Forum Financial 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 Q1	–	Sell	-9,349	Closed	-$427K	–	784
2025 Q4	$427K	Hold	9,349	–	–	0.01%	557
2025 Q3	$397K	Buy	9,349 +331	+4%	+$12.8K	0.01%	580
2025 Q2	$347K	Buy	9,018 +10	+0.1%	+$376	0.01%	581
2025 Q1	$353K	Buy	9,008 +4	+0%	+$147	0.01%	507
2024 Q4	$326K	Hold	9,004	–	–	0.01%	567
2024 Q3	$319K	Sell	9,004 -12	-0.1%	-$406	0.01%	488
2024 Q2	$279K	Sell	9,016 -1,972	-18%	-$60.4K	0.01%	513
2024 Q1	$338K	Buy	10,988 +2,100	+24%	+$61K	0.01%	452
2023 Q4	$261K	Sell	8,888 -2,000	-18%	-$56.3K	﹤0.01%	521
2023 Q3	$293K	Hold	10,888	–	–	0.01%	428
2023 Q2	$274K	Hold	10,888	–	–	0.01%	468
2023 Q1	$272K	Hold	10,888	–	–	0.01%	438
2022 Q4	$263K	Hold	10,888	–	–	0.01%	431
2022 Q3	$228K	Hold	10,888	–	–	0.01%	450
2022 Q2	$243K	Hold	10,888	–	–	0.01%	441
2022 Q1	$281K	Hold	10,888	–	–	0.01%	420
2021 Q4	$268K	Buy	+10,888	New	+$270K	0.01%	469

Other funds holding ORI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Forum Financial Management's ORI Position: Q1 2026 in Review

Forum Financial Management sold out of Old Republic International (ORI) in Q1 2026, closing a stake of 9,349 shares — an estimated $427K sold.

Forum Financial Management first reported a position in ORI in Q4 2021 and held it in 17 quarters. The position peaked at $427K in Q4 2025. 659 funds tracked by Wall St. Rank hold ORI as of Q1 2026.

Forum Financial Management reported no remaining Old Republic International position as of Q1 2026 after selling out during the quarter.
Forum Financial Management sold 9,349 Old Republic International shares in Q1 2026, an estimated $427K.
Forum Financial Management first reported a position in Old Republic International in Q4 2021 and held it in 17 quarters.
Forum Financial Management's Old Republic International position peaked at $427K in Q4 2025.
659 funds tracked by Wall St. Rank held Old Republic International as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.