Impact Partnership Wealth
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Impact Partnership Wealth’s Old Republic International ORI Stock Holding History

Impact Partnership Wealth’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 		– Sell
-28,489
Closed -$1.17M – 518
2026
Q2 		$1.17M Buy
28,489
+9,219
+48% +$365K 0.11% 122
2026
Q1 		$769K Buy
19,270
+4,037
+27% +$166K 0.1% 143
2025
Q4 		$695K Buy
15,233
+8,440
+124% +$366K 0.09% 152
2025
Q3 		$288K Sell
6,793
-8,724
-56% -$337K 0.04% 243
2025
Q2 		$596K Buy
15,517
+1,008
+7% +$37.9K 0.11% 117
2025
Q1 		$569K Buy
+14,509
New +$532K 0.12% 94
2024
Q4 		– Sell
-9,558
Closed -$339K – 318
2024
Q3 		$339K Buy
+9,558
New +$323K 0.08% 156
2024
Q2 		– Sell
-32
Closed -$977 – 529
2024
Q1 		$977 Sell
32
-759
-96% -$22.1K ﹤0.01% 625
2023
Q4 		$23.2K Sell
791
-17,072
-96% -$480K 0.01% 401
2023
Q3 		$481K Buy
+17,863
New +$482K 0.15% 75

Other funds holding ORI

Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Hamlin Capital Management
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Miller Howard Investments
Miller Howard Investments Kingston, New York $3.72B AUM 18.2% 1-Year Est. Return
TCTC Holdings
TCTC Holdings Dallas, Texas $4.25B AUM 42% 1-Year Est. Return
North Star Investment Management
North Star Investment Management Chicago, Illinois $1.85B AUM 21.53% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Impact Partnership Wealth's ORI Position: Q3 2026 in Review

Impact Partnership Wealth sold out of Old Republic International (ORI) in Q3 2026, closing a stake of 28,489 shares — an estimated $1.17M sold.

Impact Partnership Wealth first reported a position in ORI in Q3 2023 and held it in 10 quarters. The position peaked at $1.17M in Q2 2026. 347 funds tracked by Wall St. Rank hold ORI as of Q3 2026.

  • Impact Partnership Wealth reported no remaining Old Republic International position as of Q3 2026 after selling out during the quarter.
  • Impact Partnership Wealth sold 28,489 Old Republic International shares in Q3 2026, an estimated $1.17M.
  • Impact Partnership Wealth first reported a position in Old Republic International in Q3 2023 and held it in 10 quarters.
  • Impact Partnership Wealth's Old Republic International position peaked at $1.17M in Q2 2026.
  • 347 funds tracked by Wall St. Rank held Old Republic International as of Q3 2026.

Based on Impact Partnership Wealth's 13F filing for Q3 2026, filed 9 Nov 2026.