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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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Jeppson Wealth Management's ORI Position: Q2 2026 in Review

Jeppson Wealth Management opened a new position in Old Republic International (ORI) in Q2 2026: 5,000 shares worth $205K. The stake represents 0.06% of the portfolio and ranks #231 among its holdings. This is a return to the name: Jeppson Wealth Management previously reported a position in ORI as recently as Q4 2025.

Jeppson Wealth Management first reported a position in ORI in Q3 2020 and has held it in 4 quarters since. The position peaked at $228K in Q4 2025. 655 funds tracked by Wall St. Rank hold ORI as of Q2 2026.

  • Jeppson Wealth Management held 5,000 shares of Old Republic International worth $205K as of Q2 2026.
  • Old Republic International was a new Jeppson Wealth Management position in Q2 2026.
  • Old Republic International made up 0.06% of Jeppson Wealth Management's portfolio in Q2 2026, its #231 holding.
  • Jeppson Wealth Management first reported a position in Old Republic International in Q3 2020 and has held it in 4 quarters since.
  • Jeppson Wealth Management's Old Republic International position peaked at $228K in Q4 2025.
  • 655 funds tracked by Wall St. Rank held Old Republic International as of Q2 2026.

Based on Jeppson Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.