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HB Wealth Management’s Old Republic International ORI Stock Holding History

HB Wealth 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 		$453K Sell
11,075
-2,487
-18% -$98.6K ﹤0.01% 1152
2026
Q1 		$541K Buy
13,562
+624
+5% +$25.7K ﹤0.01% 936
2025
Q4 		$591K Buy
12,938
+1,532
+13% +$66.5K ﹤0.01% 839
2025
Q3 		$484K Buy
11,406
+3,964
+53% +$153K ﹤0.01% 873
2025
Q2 		$286K Sell
7,442
-2,642
-26% -$99.4K ﹤0.01% 958
2025
Q1 		$396K Buy
10,084
+3,146
+45% +$115K ﹤0.01% 848
2024
Q4 		$251K Buy
+6,938
New +$253K ﹤0.01% 879

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

HB Wealth Management's ORI Position: Q2 2026 in Review

HB Wealth Management reduced its Old Republic International (ORI) stake by 18% in Q2 2026, selling an estimated $98.6K and leaving 11,075 shares worth $453K. The position accounts for ﹤0.01% of the portfolio, ranked #1152.

HB Wealth Management first reported a position in ORI in Q4 2024 and has held it in 7 quarters since. The position peaked at $591K in Q4 2025. 652 funds tracked by Wall St. Rank hold ORI as of Q2 2026.

  • HB Wealth Management held 11,075 shares of Old Republic International worth $453K as of Q2 2026.
  • HB Wealth Management sold 2,487 Old Republic International shares in Q2 2026, an estimated $98.6K.
  • Old Republic International made up ﹤0.01% of HB Wealth Management's portfolio in Q2 2026, its #1152 holding.
  • HB Wealth Management first reported a position in Old Republic International in Q4 2024 and has held it in 7 quarters since.
  • HB Wealth Management's Old Republic International position peaked at $591K in Q4 2025.
  • 652 funds tracked by Wall St. Rank held Old Republic International as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.