JWM
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Jackson Wealth Management’s Old Republic International ORI Stock Holding History

Jackson Wealth 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
2020
Q1 		– Sell
-145,280
Closed -$3.4M – 147
2019
Q4 		$3.4M Buy
145,280
+5,243
+4% +$119K 0.56% 51
2019
Q3 		$3.22M Buy
140,037
+30,787
+28% +$703K 0.67% 44
2019
Q2 		$2.53M Buy
109,250
+2,563
+2% +$56.4K 0.55% 52
2019
Q1 		$2.23M Buy
106,687
+4,572
+4% +$95K 0.55% 54
2018
Q4 		$2.06M Sell
102,115
-885
-0.9% -$19K 0.62% 42
2018
Q3 		$2.31M Buy
103,000
+3,808
+4% +$82.1K 0.48% 49
2018
Q2 		$2.03M Buy
+99,192
New +$2.08M 0.47% 57

Other funds holding ORI

BlackRock
BlackRock New York $5.7T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return