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Kowal Investment Group’s Old Republic International ORI Stock Holding History

Kowal Investment Group’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
Q3 		$354K Hold
10,000
– – 0.07% 146
2024
Q2 		$309K Hold
10,000
– – 0.06% 136
2024
Q1 		$307K Sell
10,000
-283
-3% -$8.23K 0.07% 135
2023
Q4 		$302K Buy
10,283
+2
+0% +$56 0.07% 126
2023
Q3 		$277K Buy
10,281
+2
+0% +$54 0.07% 118
2023
Q2 		$259K Buy
10,279
+2
+0% +$50 0.07% 132
2023
Q1 		$257K Buy
10,277
+277
+3% +$6.97K 0.07% 133
2022
Q4 		$242K Hold
10,000
– – 0.07% 135
2022
Q3 		$209K Hold
10,000
– – 0.07% 132
2022
Q2 		$224K Sell
10,000
-869
-8% -$20.1K 0.07% 128
2022
Q1 		$281K Buy
10,869
+73
+0.7% +$1.88K 0.09% 97
2021
Q4 		$265K Buy
10,796
+310
+3% +$7.7K 0.08% 90
2021
Q3 		$243K Sell
10,486
-279
-3% -$6.9K 0.08% 84
2021
Q2 		$268K Buy
10,765
+474
+5% +$11.9K 0.1% 78
2021
Q1 		$225K Sell
10,291
-33
-0.3% -$661 0.09% 83
2020
Q4 		$194K Buy
+10,324
New +$181K 0.09% 88

Other funds holding ORI

BlackRock
BlackRock New York $5.72T 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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Kowal Investment Group's ORI Position: Q3 2024 in Review

Kowal Investment Group held its Old Republic International (ORI) position steady in Q3 2024 at 10,000 shares worth $354K. The position accounts for 0.07% of the portfolio, ranked #146.

Kowal Investment Group first reported a position in ORI in Q4 2020 and has held it in 16 quarters since. 571 funds tracked by Wall St. Rank hold ORI as of Q3 2024.

  • Kowal Investment Group held 10,000 shares of Old Republic International worth $354K as of Q3 2024.
  • Kowal Investment Group left its Old Republic International share count unchanged in Q3 2024.
  • Old Republic International made up 0.07% of Kowal Investment Group's portfolio in Q3 2024, its #146 holding.
  • Kowal Investment Group first reported a position in Old Republic International in Q4 2020 and has held it in 16 quarters since.
  • 571 funds tracked by Wall St. Rank held Old Republic International as of Q3 2024.

Based on Kowal Investment Group's 13F filing for Q3 2024, filed 16 Oct 2024.