Kovitz Investment Group Partners
ORI icon

Kovitz Investment Group Partners’s Old Republic International ORI Stock Holding History

Kovitz Investment Group Partners’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 		$524K Buy
+12,796
New +$507K 0.01% 387
2025
Q4 		– Sell
-38,282
Closed -$1.63M – 1051
2025
Q3 		$1.63M Buy
38,282
+14,642
+62% +$565K 0.01% 715
2025
Q2 		$907K Buy
23,640
+938
+4% +$35.3K ﹤0.01% 823
2025
Q1 		$890K Sell
22,702
-28
-0.1% -$1.03K ﹤0.01% 768
2024
Q4 		$823K Buy
22,730
+298
+1% +$10.9K ﹤0.01% 762
2024
Q3 		$766K Buy
22,432
+11,169
+99% +$378K 0.01% 685
2024
Q2 		$348K Buy
11,263
+105
+0.9% +$3.21K ﹤0.01% 707
2024
Q1 		$343K Buy
11,158
+2,734
+32% +$79.5K ﹤0.01% 567
2023
Q4 		$248K Buy
8,424
+465
+6% +$13.1K ﹤0.01% 381
2023
Q3 		$214K Sell
7,959
-15
-0.2% -$405 ﹤0.01% 380
2023
Q2 		$201K Sell
7,974
-180
-2% -$4.51K ﹤0.01% 397
2023
Q1 		$204K Buy
+8,154
New +$205K ﹤0.01% 405

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

Kovitz Investment Group Partners's ORI Position: Q2 2026 in Review

Kovitz Investment Group Partners opened a new position in Old Republic International (ORI) in Q2 2026: 12,796 shares worth $524K. The stake represents 0.01% of the portfolio and ranks #387 among its holdings. This is a return to the name: Kovitz Investment Group Partners previously reported a position in ORI as recently as Q3 2025.

Kovitz Investment Group Partners first reported a position in ORI in Q1 2023 and has held it in 12 quarters since. The position peaked at $1.63M in Q3 2025. 655 funds tracked by Wall St. Rank hold ORI as of Q2 2026.

  • Kovitz Investment Group Partners held 12,796 shares of Old Republic International worth $524K as of Q2 2026.
  • Old Republic International was a new Kovitz Investment Group Partners position in Q2 2026.
  • Old Republic International made up 0.01% of Kovitz Investment Group Partners's portfolio in Q2 2026, its #387 holding.
  • Kovitz Investment Group Partners first reported a position in Old Republic International in Q1 2023 and has held it in 12 quarters since.
  • Kovitz Investment Group Partners's Old Republic International position peaked at $1.63M in Q3 2025.
  • 655 funds tracked by Wall St. Rank held Old Republic International as of Q2 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q2 2026, filed 12 Aug 2026.