KWM
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Kingsview Wealth Management’s Old Republic International ORI Stock Holding History

Kingsview 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 		– Sell
-54,831
Closed -$1.68M – 1098
2024
Q1 		$1.68M Buy
+54,831
New +$1.59M 0.04% 374
2022
Q3 		– Sell
-54,605
Closed -$1.22M – 864
2022
Q2 		$1.22M Buy
+54,605
New +$1.26M 0.06% 314
2022
Q1 		– Sell
-14,137
Closed -$347K – 974
2021
Q4 		$347K Sell
14,137
-4,958
-26% -$123K 0.01% 675
2021
Q3 		$442K Sell
19,095
-37,638
-66% -$931K 0.02% 580
2021
Q2 		$1.43M Buy
56,733
+43,133
+317% +$1.08M 0.07% 292
2021
Q1 		$298K Buy
+13,600
New +$273K 0.02% 643

Other funds holding ORI

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return