BFC Planning, Inc.’s Old Republic International ORI Stock Holding History

BFC Planning, Inc.’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 Q3	$717K	Buy	19,221 +752	+4%	+$31.2K	0.03%	488
2026 Q2	$756K	Buy	18,469 +107	+0.6%	+$4.24K	0.03%	473
2026 Q1	$733K	Buy	18,362 +771	+4%	+$31.7K	0.03%	448
2025 Q4	$803K	Buy	17,591 +11,708	+199%	+$508K	0.04%	420
2025 Q3	$250K	Sell	5,883 -547	-9%	-$21.1K	0.02%	594
2025 Q2	$247K	Sell	6,430 -1,223	-16%	-$46K	0.02%	559
2025 Q1	$300K	Buy	7,653 +24	+0.3%	+$880	0.03%	475
2024 Q4	$276K	Buy	7,629 +3	+0%	+$109	0.02%	498
2024 Q3	$270K	Buy	+7,626	New	+$258K	0.02%	516

Other funds holding ORI

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return

BFC Planning, Inc.'s ORI Position: Q3 2026 in Review

BFC Planning, Inc. increased its Old Republic International (ORI) stake by 4.1% in Q3 2026, buying an estimated $31.2K and bringing the position to 19,221 shares worth $717K. The position accounts for 0.03% of the portfolio, ranked #488.

BFC Planning, Inc. first reported a position in ORI in Q3 2024 and has held it in 9 quarters since. The position peaked at $803K in Q4 2025. 526 funds tracked by Wall St. Rank hold ORI as of Q3 2026.

BFC Planning, Inc. held 19,221 shares of Old Republic International worth $717K as of Q3 2026.
BFC Planning, Inc. bought 752 Old Republic International shares in Q3 2026, an estimated $31.2K.
Old Republic International made up 0.03% of BFC Planning, Inc.'s portfolio in Q3 2026, its #488 holding.
BFC Planning, Inc. first reported a position in Old Republic International in Q3 2024 and has held it in 9 quarters since.
BFC Planning, Inc.'s Old Republic International position peaked at $803K in Q4 2025.
526 funds tracked by Wall St. Rank held Old Republic International as of Q3 2026.

Based on BFC Planning, Inc.'s 13F filing for Q3 2026, filed 13 Nov 2026.