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

Jeppson 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
2026 Q3	–	Sell	-5,000	Closed	-$205K	–	250
2026 Q2	$205K	Buy	+5,000	New	+$198K	0.06%	231
2026 Q1	–	Sell	-5,000	Closed	-$228K	–	243
2025 Q4	$228K	Hold	5,000	–	–	0.07%	200
2025 Q3	$212K	Buy	+5,000	New	+$193K	0.07%	207
2020 Q4	–	Sell	-5,000	Closed	-$74K	–	347
2020 Q3	$74K	Buy	+5,000	New	+$79.9K	0.06%	194

Other funds holding ORI

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Miller Howard Investments Kingston, New York $3.72B AUM 18.2% 1-Year Est. Return

TCTC Holdings Dallas, Texas $4.25B AUM 42% 1-Year Est. Return

North Star Investment Management Chicago, Illinois $1.85B AUM 21.53% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Jeppson Wealth Management's ORI Position: Q3 2026 in Review

Jeppson Wealth Management sold out of Old Republic International (ORI) in Q3 2026, closing a stake of 5,000 shares — an estimated $205K sold.

Jeppson Wealth Management first reported a position in ORI in Q3 2020 and held it in 4 quarters. The position peaked at $228K in Q4 2025. 324 funds tracked by Wall St. Rank hold ORI as of Q3 2026.

Jeppson Wealth Management reported no remaining Old Republic International position as of Q3 2026 after selling out during the quarter.
Jeppson Wealth Management sold 5,000 Old Republic International shares in Q3 2026, an estimated $205K.
Jeppson Wealth Management first reported a position in Old Republic International in Q3 2020 and held it in 4 quarters.
Jeppson Wealth Management's Old Republic International position peaked at $228K in Q4 2025.
324 funds tracked by Wall St. Rank held Old Republic International as of Q3 2026.

Based on Jeppson Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.