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

Heritage 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
2026 Q1	$5.99K	Hold	150	–	–	﹤0.01%	556
2025 Q4	$6.85K	Hold	150	–	–	﹤0.01%	477
2025 Q3	$6.37K	Hold	150	–	–	﹤0.01%	457
2025 Q2	$5.77K	Hold	150	–	–	﹤0.01%	456
2025 Q1	$5.88K	Hold	150	–	–	﹤0.01%	449
2024 Q4	$5.43K	Hold	150	–	–	﹤0.01%	484
2024 Q3	$5.31K	Hold	150	–	–	﹤0.01%	474
2024 Q2	$4.63K	Hold	150	–	–	﹤0.01%	453
2024 Q1	$4.61K	Hold	150	–	–	﹤0.01%	474
2023 Q4	$4.41K	Hold	150	–	–	﹤0.01%	484
2023 Q3	$4.04K	Hold	150	–	–	﹤0.01%	442
2023 Q2	$3.78K	Hold	150	–	–	﹤0.01%	482
2023 Q1	$3.75K	Hold	150	–	–	﹤0.01%	486
2022 Q4	$3.62K	Hold	150	–	–	﹤0.01%	487
2022 Q3	$3.14K	Hold	150	–	–	﹤0.01%	467
2022 Q2	$3K	Buy	150 +50	+50%	+$1.16K	﹤0.01%	518
2022 Q1	$3K	Hold	100	–	–	﹤0.01%	491
2021 Q4	$2K	Buy	+100	New	+$2.48K	﹤0.01%	518
2021 Q3	–	Sell	-65	Closed	-$1.62K	–	564
2021 Q2	$1.62K	Hold	65	–	–	﹤0.01%	514
2021 Q1	$1.42K	Sell	65 -738	-92%	-$14.8K	﹤0.01%	530
2020 Q4	$16K	Buy	+803	New	+$14.1K	﹤0.01%	430

Other funds holding ORI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Heritage Wealth Advisors's ORI Position: Q1 2026 in Review

Heritage Wealth Advisors held its Old Republic International (ORI) position steady in Q1 2026 at 150 shares worth $5.99K. The position accounts for ﹤0.01% of the portfolio, ranked #556.

Heritage Wealth Advisors first reported a position in ORI in Q4 2020 and has held it in 21 quarters since. The position peaked at $16K in Q4 2020. 653 funds tracked by Wall St. Rank hold ORI as of Q1 2026.

Heritage Wealth Advisors held 150 shares of Old Republic International worth $5.99K as of Q1 2026.
Heritage Wealth Advisors left its Old Republic International share count unchanged in Q1 2026.
Old Republic International made up ﹤0.01% of Heritage Wealth Advisors's portfolio in Q1 2026, its #556 holding.
Heritage Wealth Advisors first reported a position in Old Republic International in Q4 2020 and has held it in 21 quarters since.
Heritage Wealth Advisors's Old Republic International position peaked at $16K in Q4 2020.
653 funds tracked by Wall St. Rank held Old Republic International as of Q1 2026.

Based on Heritage Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.