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Insight Wealth Strategies’s Old Republic International ORI Stock Holding History

Insight Wealth Strategies’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 		$3.24M Buy
86,825
+1,198
+1% +$49.8K 0.32% 86
2026
Q2 		$3.51M Buy
85,627
+16,203
+23% +$642K 0.34% 85
2026
Q1 		$2.77M Buy
69,424
+7,348
+12% +$302K 0.31% 92
2025
Q4 		$2.83M Buy
62,076
+1,534
+3% +$66.6K 0.32% 87
2025
Q3 		$2.57M Buy
60,542
+2,028
+3% +$78.2K 0.3% 91
2025
Q2 		$2.25M Sell
58,514
-10,721
-15% -$403K 0.28% 89
2025
Q1 		$2.72M Buy
69,235
+2,439
+4% +$89.4K 0.37% 76
2024
Q4 		$2.42M Sell
66,796
-3,256
-5% -$119K 0.32% 82
2024
Q3 		$2.48M Buy
70,052
+1,145
+2% +$38.7K 0.33% 82
2024
Q2 		$2.13M Buy
68,907
+1,495
+2% +$45.8K 0.3% 81
2024
Q1 		$2.07M Sell
67,412
-1,166
-2% -$33.9K 0.3% 87
2023
Q4 		$2.02M Buy
68,578
+2,092
+3% +$58.9K 0.33% 67
2023
Q3 		$1.79M Buy
66,486
+4,512
+7% +$122K 0.35% 56
2023
Q2 		$1.56M Buy
61,974
+275
+0.4% +$6.89K 0.3% 61
2023
Q1 		$1.54M Sell
61,699
-3,114
-5% -$78.4K 0.3% 56
2022
Q4 		$1.57M Buy
64,813
+4,295
+7% +$101K 0.3% 54
2022
Q3 		$1.35M Hold
60,518
– – 0.25% 68
2022
Q2 		$1.35M Buy
60,518
+5,508
+10% +$128K 0.25% 68
2022
Q1 		$1.42M Buy
+55,010
New +$1.42M 0.21% 81

Other funds holding ORI

HCM
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
DFG
Dupree Financial Group Lexington, Kentucky $277M AUM 22.51% 1-Year Est. Return
BTC
Bank & Trust Company Litchfield, Illinois $159M AUM 30.15% 1-Year Est. Return
ACL
Applied Capital LLC Hollywood, Florida $252M AUM 11.35% 1-Year Est. Return
RI
Ridgewood Investments Springfield, New Jersey $271M AUM
ANBT
American National Bank & Trust Wichita Falls, Texas $1.09B AUM 26.59% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Insight Wealth Strategies's ORI Position: Q3 2026 in Review

Insight Wealth Strategies increased its Old Republic International (ORI) stake by 1.4% in Q3 2026, buying an estimated $49.8K and bringing the position to 86,825 shares worth $3.24M. The position accounts for 0.32% of the portfolio, ranked #86.

Insight Wealth Strategies first reported a position in ORI in Q1 2022 and has held it in 19 quarters since. The position peaked at $3.51M in Q2 2026. 25 funds tracked by Wall St. Rank hold ORI as of Q3 2026.

  • Insight Wealth Strategies held 86,825 shares of Old Republic International worth $3.24M as of Q3 2026.
  • Insight Wealth Strategies bought 1,198 Old Republic International shares in Q3 2026, an estimated $49.8K.
  • Old Republic International made up 0.32% of Insight Wealth Strategies's portfolio in Q3 2026, its #86 holding.
  • Insight Wealth Strategies first reported a position in Old Republic International in Q1 2022 and has held it in 19 quarters since.
  • Insight Wealth Strategies's Old Republic International position peaked at $3.51M in Q2 2026.
  • 25 funds tracked by Wall St. Rank held Old Republic International as of Q3 2026.

Based on Insight Wealth Strategies's 13F filing for Q3 2026, filed 9 Oct 2026.