Heffernan Advisory
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Heffernan Advisory’s Old Republic International ORI Stock Holding History

Heffernan 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
Q3 		$243K Hold
6,509
– – 0.16% 48
2026
Q2 		$266K Hold
6,509
– – 0.22% 31
2026
Q1 		$260K Sell
6,509
-334
-5% -$13.7K 0.24% 19
2025
Q4 		$312K Buy
+6,843
New +$297K 0.3% 19

Other funds holding ORI

Hamlin Capital Management
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Viking Fund Management
Viking Fund Management Minot, North Dakota $1.14B AUM 32.65% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
Ellsworth Advisors
Ellsworth Advisors Hudson, Ohio $620M AUM 38.17% 1-Year Est. Return
Dupree Financial Group
Dupree Financial Group Lexington, Kentucky $277M AUM 22.51% 1-Year Est. Return
Orca Wealth Management
Orca Wealth Management New Port Richey, Florida $168M AUM 51.16% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Inspire Investing
Inspire Investing Meridian, Idaho $2.37B AUM 29.82% 1-Year Est. Return

Heffernan Advisory's ORI Position: Q3 2026 in Review

Heffernan Advisory held its Old Republic International (ORI) position steady in Q3 2026 at 6,509 shares worth $243K. The position accounts for 0.16% of the portfolio, ranked #48.

Heffernan Advisory first reported a position in ORI in Q4 2025 and has held it in 4 quarters since. The position peaked at $312K in Q4 2025. 128 funds tracked by Wall St. Rank hold ORI as of Q3 2026.

  • Heffernan Advisory held 6,509 shares of Old Republic International worth $243K as of Q3 2026.
  • Heffernan Advisory left its Old Republic International share count unchanged in Q3 2026.
  • Old Republic International made up 0.16% of Heffernan Advisory's portfolio in Q3 2026, its #48 holding.
  • Heffernan Advisory first reported a position in Old Republic International in Q4 2025 and has held it in 4 quarters since.
  • Heffernan Advisory's Old Republic International position peaked at $312K in Q4 2025.
  • 128 funds tracked by Wall St. Rank held Old Republic International as of Q3 2026.

Based on Heffernan Advisory's 13F filing for Q3 2026, filed 13 Oct 2026.