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Institutional & Family Asset Management’s Old Republic International ORI Stock Holding History

Institutional & Family Asset Management’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
2024
Q2 		$114K Hold
3,686
– – 0.02% 182
2024
Q1 		$113K Sell
3,686
-233
-6% -$6.77K 0.02% 176
2023
Q4 		$115K Hold
3,919
– – 0.02% 176
2023
Q3 		$106K Hold
3,919
– – 0.02% 171
2023
Q2 		$98.6K Sell
3,919
-103
-3% -$2.58K 0.02% 184
2023
Q1 		$100K Buy
4,022
+1,105
+38% +$27.8K 0.02% 177
2022
Q4 		$70.4K Sell
2,917
-408
-12% -$9.57K 0.01% 197
2022
Q3 		$70K Buy
3,325
+1
+0% +$23 0.01% 197
2022
Q2 		$74K Hold
3,324
– – 0.01% 193
2022
Q1 		$86K Hold
3,324
– – 0.01% 209
2021
Q4 		$82K Buy
3,324
+2
+0.1% +$50 0.01% 222
2021
Q3 		$77K Buy
3,322
+7
+0.2% +$173 0.01% 268
2021
Q2 		$83K Buy
3,315
+20
+0.6% +$502 0.01% 268
2021
Q1 		$72K Buy
3,295
+106
+3% +$2.12K 0.01% 306
2020
Q4 		$63K Buy
3,189
+292
+10% +$5.13K 0.01% 299
2020
Q3 		$43K Sell
2,897
-208
-7% -$3.33K 0.01% 303
2020
Q2 		$51K Hold
3,105
– – 0.01% 305
2020
Q1 		$47K Buy
3,105
+1,275
+70% +$26.2K 0.01% 283
2019
Q4 		$41K Sell
1,830
-85
-4% -$1.94K 0.01% 332
2019
Q3 		$45K Sell
1,915
-319
-14% -$7.28K 0.01% 303
2019
Q2 		$50K Buy
2,234
+278
+14% +$6.12K 0.01% 312
2019
Q1 		$41K Sell
1,956
-1,022
-34% -$21.2K 0.01% 348
2018
Q4 		$61K Sell
2,978
-94
-3% -$2.01K 0.01% 293
2018
Q3 		$69K Sell
3,072
-439
-13% -$9.47K 0.01% 322
2018
Q2 		$70K Sell
3,511
-142
-4% -$2.97K 0.01% 319
2018
Q1 		$78K Buy
+3,653
New +$75.8K 0.02% 282

Other funds holding ORI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Institutional & Family Asset Management's ORI Position: Q2 2024 in Review

Institutional & Family Asset Management held its Old Republic International (ORI) position steady in Q2 2024 at 3,686 shares worth $114K. The position accounts for 0.02% of the portfolio, ranked #182.

Institutional & Family Asset Management first reported a position in ORI in Q1 2018 and has held it in 26 quarters since. The position peaked at $115K in Q4 2023. 517 funds tracked by Wall St. Rank hold ORI as of Q2 2024.

  • Institutional & Family Asset Management held 3,686 shares of Old Republic International worth $114K as of Q2 2024.
  • Institutional & Family Asset Management left its Old Republic International share count unchanged in Q2 2024.
  • Old Republic International made up 0.02% of Institutional & Family Asset Management's portfolio in Q2 2024, its #182 holding.
  • Institutional & Family Asset Management first reported a position in Old Republic International in Q1 2018 and has held it in 26 quarters since.
  • Institutional & Family Asset Management's Old Republic International position peaked at $115K in Q4 2023.
  • 517 funds tracked by Wall St. Rank held Old Republic International as of Q2 2024.

Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.