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GoalVest Advisory’s Old Republic International ORI Stock Holding History

GoalVest Advisory’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 		$3.97K Buy
+97
New +$3.84K ﹤0.01% 399
2024
Q4 		– Sell
-106
Closed -$3.77K – 422
2024
Q3 		$3.77K Buy
+106
New +$3.59K ﹤0.01% 348

Other funds holding ORI

HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
P
Paradiem Covington, Louisiana $464M AUM 45.56% 1-Year Est. Return
VFM
Viking Fund Management Minot, North Dakota $1.12B AUM 44.65% 1-Year Est. Return
EA
Ellsworth Advisors Hudson, Ohio $609M AUM 52.37% 1-Year Est. Return
BTC
Bank & Trust Company Litchfield, Illinois $158M AUM 35.48% 1-Year Est. Return
IWS
Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return
BC
Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

GoalVest Advisory's ORI Position: Q2 2026 in Review

GoalVest Advisory opened a new position in Old Republic International (ORI) in Q2 2026: 97 shares worth $3.97K. The stake represents ﹤0.01% of the portfolio and ranks #399 among its holdings. This is a return to the name: GoalVest Advisory previously reported a position in ORI as recently as Q3 2024.

GoalVest Advisory first reported a position in ORI in Q3 2024 and has held it in 2 quarters since. 83 funds tracked by Wall St. Rank hold ORI as of Q2 2026.

  • GoalVest Advisory held 97 shares of Old Republic International worth $3.97K as of Q2 2026.
  • Old Republic International was a new GoalVest Advisory position in Q2 2026.
  • Old Republic International made up ﹤0.01% of GoalVest Advisory's portfolio in Q2 2026, its #399 holding.
  • GoalVest Advisory first reported a position in Old Republic International in Q3 2024 and has held it in 2 quarters since.
  • 83 funds tracked by Wall St. Rank held Old Republic International as of Q2 2026.

Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.