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Heartwood Wealth Advisors’s Old Republic International ORI Stock Holding History

Heartwood Wealth Advisors’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
2025
Q4 		– Sell
-39
Closed -$1.66K – 481
2025
Q3 		$1.66K Buy
+39
New +$1.5K ﹤0.01% 515

Other funds holding ORI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Heartwood Wealth Advisors's ORI Position: Q4 2025 in Review

Heartwood Wealth Advisors sold out of Old Republic International (ORI) in Q4 2025, closing a stake of 39 shares — an estimated $1.66K sold.

Heartwood Wealth Advisors first reported a position in ORI in Q3 2025 and held it in 1 quarter. The position peaked at $1.66K in Q3 2025. 686 funds tracked by Wall St. Rank hold ORI as of Q4 2025.

  • Heartwood Wealth Advisors reported no remaining Old Republic International position as of Q4 2025 after selling out during the quarter.
  • Heartwood Wealth Advisors sold 39 Old Republic International shares in Q4 2025, an estimated $1.66K.
  • Heartwood Wealth Advisors first reported a position in Old Republic International in Q3 2025 and held it in 1 quarter.
  • Heartwood Wealth Advisors's Old Republic International position peaked at $1.66K in Q3 2025.
  • 686 funds tracked by Wall St. Rank held Old Republic International as of Q4 2025.

Based on Heartwood Wealth Advisors's 13F filing for Q4 2025, filed 12 Jan 2026.