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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
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

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

Heffernan Advisory's ORI Position: Q2 2026 in Review

Heffernan Advisory held its Old Republic International (ORI) position steady in Q2 2026 at 6,509 shares worth $266K. The position accounts for 0.22% of the portfolio, ranked #31.

Heffernan Advisory first reported a position in ORI in Q4 2025 and has held it in 3 quarters since. The position peaked at $312K in Q4 2025. 654 funds tracked by Wall St. Rank hold ORI as of Q2 2026.

  • Heffernan Advisory held 6,509 shares of Old Republic International worth $266K as of Q2 2026.
  • Heffernan Advisory left its Old Republic International share count unchanged in Q2 2026.
  • Old Republic International made up 0.22% of Heffernan Advisory's portfolio in Q2 2026, its #31 holding.
  • Heffernan Advisory first reported a position in Old Republic International in Q4 2025 and has held it in 3 quarters since.
  • Heffernan Advisory's Old Republic International position peaked at $312K in Q4 2025.
  • 654 funds tracked by Wall St. Rank held Old Republic International as of Q2 2026.

Based on Heffernan Advisory's 13F filing for Q2 2026, filed 21 Jul 2026.