IEQ Capital’s Old Republic International ORI Stock Holding History

IEQ Capital’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	$968K	Sell	25,958 -35,377	-58%	-$1.47M	﹤0.01%	1092
2026 Q2	$2.51M	Sell	61,335 -179,499	-75%	-$7.11M	0.01%	715
2026 Q1	$9.6M	Sell	240,834 -182,503	-43%	-$7.5M	0.04%	366
2025 Q4	$19.3M	Sell	423,337 -1,335	-0.3%	-$57.9K	0.06%	216
2025 Q3	$18M	Buy	424,672 +116,588	+38%	+$4.5M	0.05%	195
2025 Q2	$11.8M	Buy	308,084 +186,173	+153%	+$7M	0.07%	217
2025 Q1	$4.78M	Buy	121,911 +89,006	+270%	+$3.26M	0.04%	352
2024 Q4	$1.19M	Buy	+32,905	New	+$1.2M	0.01%	619

Other funds holding ORI

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $67.2B AUM 18.61% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

IEQ Capital's ORI Position: Q3 2026 in Review

IEQ Capital reduced its Old Republic International (ORI) stake by 58% in Q3 2026, selling an estimated $1.47M and leaving 25,958 shares worth $968K. The position accounts for ﹤0.01% of the portfolio, ranked #1092.

IEQ Capital first reported a position in ORI in Q4 2024 and has held it in 8 quarters since. The position peaked at $19.3M in Q4 2025. 436 funds tracked by Wall St. Rank hold ORI as of Q3 2026.

IEQ Capital held 25,958 shares of Old Republic International worth $968K as of Q3 2026.
IEQ Capital sold 35,377 Old Republic International shares in Q3 2026, an estimated $1.47M.
Old Republic International made up ﹤0.01% of IEQ Capital's portfolio in Q3 2026, its #1092 holding.
IEQ Capital first reported a position in Old Republic International in Q4 2024 and has held it in 8 quarters since.
IEQ Capital's Old Republic International position peaked at $19.3M in Q4 2025.
436 funds tracked by Wall St. Rank held Old Republic International as of Q3 2026.

Based on IEQ Capital's 13F filing for Q3 2026, filed 10 Nov 2026.