Kaufman Rossin Wealth’s Old Republic International ORI Stock Holding History

Kaufman Rossin 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	–	Sell	-7,581	Closed	-$346K	–	145
2025 Q4	$346K	Hold	7,581	–	–	0.18%	86
2025 Q3	$322K	Sell	7,581 -1,041	-12%	-$40.2K	0.18%	88
2025 Q2	$331K	Buy	8,622 +493	+6%	+$18.6K	0.21%	73
2025 Q1	$319K	Buy	+8,129	New	+$298K	0.23%	83

Other funds holding ORI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Kaufman Rossin Wealth's ORI Position: Q1 2026 in Review

Kaufman Rossin Wealth sold out of Old Republic International (ORI) in Q1 2026, closing a stake of 7,581 shares — an estimated $346K sold.

Kaufman Rossin Wealth first reported a position in ORI in Q1 2025 and held it in 4 quarters. The position peaked at $346K in Q4 2025. 654 funds tracked by Wall St. Rank hold ORI as of Q1 2026.

Kaufman Rossin Wealth reported no remaining Old Republic International position as of Q1 2026 after selling out during the quarter.
Kaufman Rossin Wealth sold 7,581 Old Republic International shares in Q1 2026, an estimated $346K.
Kaufman Rossin Wealth first reported a position in Old Republic International in Q1 2025 and held it in 4 quarters.
Kaufman Rossin Wealth's Old Republic International position peaked at $346K in Q4 2025.
654 funds tracked by Wall St. Rank held Old Republic International as of Q1 2026.

Based on Kaufman Rossin Wealth's 13F filing for Q1 2026, filed 17 Apr 2026.