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Integrated Wealth Concepts’s Old Republic International ORI Stock Holding History

Integrated Wealth Concepts’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 		$460K Sell
11,539
-78,151
-87% -$3.21M ﹤0.01% 1588
2025
Q4 		$4.09M Sell
89,690
-18,317
-17% -$795K 0.05% 339
2025
Q3 		$4.59M Buy
108,007
+7,225
+7% +$279K 0.04% 397
2025
Q2 		$3.87M Buy
100,782
+12,070
+14% +$454K 0.04% 401
2025
Q1 		$3.48M Sell
88,712
-5,634
-6% -$207K 0.04% 412
2024
Q4 		$3.41M Buy
94,346
+10,623
+13% +$388K 0.04% 391
2024
Q3 		$2.97M Buy
83,723
+315
+0.4% +$10.7K 0.04% 431
2024
Q2 		$2.58M Sell
83,408
-420
-0.5% -$12.9K 0.04% 435
2024
Q1 		$2.58M Buy
83,828
+25,146
+43% +$731K 0.04% 432
2023
Q4 		$1.73M Buy
58,682
+3,464
+6% +$97.4K 0.03% 530
2023
Q3 		$1.49M Buy
55,218
+23,870
+76% +$644K 0.03% 549
2023
Q2 		$789K Sell
31,348
-12,347
-28% -$309K 0.01% 780
2023
Q1 		$1.09M Buy
+43,695
New +$1.1M 0.02% 584
2022
Q3 		– Sell
-15,538
Closed -$347K – 997
2022
Q2 		$347K Buy
15,538
+214
+1% +$4.95K 0.01% 711
2022
Q1 		$396K Buy
15,324
+2,151
+16% +$55.5K 0.01% 644
2021
Q4 		$324K Buy
13,173
+2,212
+20% +$54.9K 0.01% 740
2021
Q3 		$254K Buy
+10,961
New +$271K 0.01% 803

Other funds holding ORI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of New York Mellon
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
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Integrated Wealth Concepts's ORI Position: Q1 2026 in Review

Integrated Wealth Concepts reduced its Old Republic International (ORI) stake by 87% in Q1 2026, selling an estimated $3.21M and leaving 11,539 shares worth $460K. The position accounts for ﹤0.01% of the portfolio, ranked #1588.

Integrated Wealth Concepts first reported a position in ORI in Q3 2021 and has held it in 17 quarters since. The position peaked at $4.59M in Q3 2025. 653 funds tracked by Wall St. Rank hold ORI as of Q1 2026.

  • Integrated Wealth Concepts held 11,539 shares of Old Republic International worth $460K as of Q1 2026.
  • Integrated Wealth Concepts sold 78,151 Old Republic International shares in Q1 2026, an estimated $3.21M.
  • Old Republic International made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q1 2026, its #1588 holding.
  • Integrated Wealth Concepts first reported a position in Old Republic International in Q3 2021 and has held it in 17 quarters since.
  • Integrated Wealth Concepts's Old Republic International position peaked at $4.59M in Q3 2025.
  • 653 funds tracked by Wall St. Rank held Old Republic International as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.