Janiczek Wealth Management’s Old Republic International ORI Stock Holding History

Janiczek 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
2024 Q2	$128K	Hold	4,129	–	–	0.03%	243
2024 Q1	$127K	Buy	4,129 +13	+0.3%	+$378	0.03%	250
2023 Q4	$121K	Sell	4,116 -105	-2%	-$2.95K	0.03%	240
2023 Q3	$114K	Hold	4,221	–	–	0.03%	228
2023 Q2	$106K	Hold	4,221	–	–	0.03%	204
2023 Q1	$106K	Hold	4,221	–	–	0.03%	201
2022 Q4	$102K	Buy	4,221 +20	+0.5%	+$469	0.03%	219
2022 Q3	$93K	Buy	4,201 +1,161	+38%	+$26.1K	0.03%	211
2022 Q2	$71K	Buy	3,040 +39	+1%	+$903	0.02%	252
2022 Q1	$78K	Buy	3,001 +232	+8%	+$5.98K	0.02%	244
2021 Q4	$68K	Sell	2,769 -13	-0.5%	-$323	0.02%	257
2021 Q3	$64K	Sell	2,782 -41	-1%	-$1.01K	0.02%	244
2021 Q2	$70K	Buy	2,823 +319	+13%	+$8.01K	0.03%	198
2021 Q1	$55K	Buy	2,504 +647	+35%	+$13K	0.02%	218
2020 Q4	$37K	Buy	1,857 +969	+109%	+$17K	0.02%	250
2020 Q3	$13K	Buy	+888	New	+$14.2K	0.01%	212

Other funds holding ORI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

HCM

Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Janiczek Wealth Management's ORI Position: Q2 2024 in Review

Janiczek Wealth Management held its Old Republic International (ORI) position steady in Q2 2024 at 4,129 shares worth $128K. The position accounts for 0.03% of the portfolio, ranked #243.

Janiczek Wealth Management first reported a position in ORI in Q3 2020 and has held it in 16 quarters since. 517 funds tracked by Wall St. Rank hold ORI as of Q2 2024.

Janiczek Wealth Management held 4,129 shares of Old Republic International worth $128K as of Q2 2024.
Janiczek Wealth Management left its Old Republic International share count unchanged in Q2 2024.
Old Republic International made up 0.03% of Janiczek Wealth Management's portfolio in Q2 2024, its #243 holding.
Janiczek Wealth Management first reported a position in Old Republic International in Q3 2020 and has held it in 16 quarters since.
517 funds tracked by Wall St. Rank held Old Republic International as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.