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Journey Strategic Wealth’s Old Republic International ORI Stock Holding History

Journey Strategic Wealth’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 		$202K Sell
5,053
-379
-7% -$15.6K 0.01% 773
2025
Q4 		$248K Buy
5,432
+161
+3% +$6.99K 0.01% 596
2025
Q3 		$224K Buy
+5,271
New +$203K 0.01% 609

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 $609B AUM 40.19% 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

Journey Strategic Wealth's ORI Position: Q1 2026 in Review

Journey Strategic Wealth reduced its Old Republic International (ORI) stake by 7% in Q1 2026, selling an estimated $15.6K and leaving 5,053 shares worth $202K. The position accounts for 0.01% of the portfolio, ranked #773.

Journey Strategic Wealth first reported a position in ORI in Q3 2025 and has held it in 3 quarters since. The position peaked at $248K in Q4 2025. 654 funds tracked by Wall St. Rank hold ORI as of Q1 2026.

  • Journey Strategic Wealth held 5,053 shares of Old Republic International worth $202K as of Q1 2026.
  • Journey Strategic Wealth sold 379 Old Republic International shares in Q1 2026, an estimated $15.6K.
  • Old Republic International made up 0.01% of Journey Strategic Wealth's portfolio in Q1 2026, its #773 holding.
  • Journey Strategic Wealth first reported a position in Old Republic International in Q3 2025 and has held it in 3 quarters since.
  • Journey Strategic Wealth's Old Republic International position peaked at $248K in Q4 2025.
  • 654 funds tracked by Wall St. Rank held Old Republic International as of Q1 2026.

Based on Journey Strategic Wealth's 13F filing for Q1 2026, filed 15 Apr 2026.