Lee Financial’s Old Republic International ORI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q3 | $1.24M | Sell |
33,177
-273
| -0.8% | -$11.3K | 0.15% | 68 |
|
|
2026
Q2 | $1.37M | Buy |
33,450
+56
| +0.2% | +$2.22K | 0.17% | 61 |
|
|
2026
Q1 | $1.33M | Sell |
33,394
-149
| -0.4% | -$6.12K | 0.19% | 57 |
|
|
2025
Q4 | $1.53M | Sell |
33,543
-4,154
| -11% | -$180K | 0.21% | 53 |
|
|
2025
Q3 | $1.6M | Sell |
37,697
-476
| -1% | -$18.4K | 0.2% | 60 |
|
|
2025
Q2 | $1.47M | Buy |
38,173
+3,569
| +10% | +$134K | 0.21% | 57 |
|
|
2025
Q1 | $1.36M | Sell |
34,604
-2,005
| -5% | -$73.5K | 0.21% | 51 |
|
|
2024
Q4 | $1.32M | Sell |
36,609
-590
| -2% | -$21.5K | 0.19% | 57 |
|
|
2024
Q3 | $1.32M | Buy |
37,199
+3,280
| +10% | +$111K | 0.19% | 63 |
|
|
2024
Q2 | $1.05M | Sell |
33,919
-2,075
| -6% | -$63.5K | 0.17% | 67 |
|
|
2024
Q1 | $1.11M | Sell |
35,994
-340
| -0.9% | -$9.9K | 0.18% | 69 |
|
|
2023
Q4 | $1.07M | Buy |
36,334
+43
| +0.1% | +$1.21K | 0.19% | 62 |
|
|
2023
Q3 | $978K | Sell |
36,291
-2,534
| -7% | -$68.4K | 0.18% | 59 |
|
|
2023
Q2 | $977K | Buy |
+38,825
| New | +$972K | 0.17% | 59 |
|
|
2022
Q2 | – | Sell |
-70
| Closed | -$2K | – | 954 |
|
|
2022
Q1 | $2K | Buy |
70
+55
| +367% | +$1.42K | ﹤0.01% | 666 |
|
|
2021
Q4 | $0 | Buy |
+15
| New | +$373 | ﹤0.01% | 940 |
|
|
2021
Q2 | – | Sell |
-995
| Closed | -$22K | – | 683 |
|
|
2021
Q1 | $22K | Sell |
995
-53,871
| -98% | -$1.08M | 0.01% | 298 |
|
|
2020
Q4 | $1.08M | Sell |
54,866
-485
| -0.9% | -$8.52K | 0.28% | 54 |
|
|
2020
Q3 | $816K | Sell |
55,351
-130
| -0.2% | -$2.08K | 0.23% | 65 |
|
|
2020
Q2 | $905K | Sell |
55,481
-755
| -1% | -$11.9K | 0.25% | 64 |
|
|
2020
Q1 | $857K | Buy |
56,236
+5,180
| +10% | +$107K | 0.28% | 53 |
|
|
2019
Q4 | $1.14M | Buy |
51,056
+540
| +1% | +$12.3K | 0.25% | 54 |
|
|
2019
Q3 | $1.19M | Buy |
50,516
+100
| +0.2% | +$2.28K | 0.27% | 55 |
|
|
2019
Q2 | $1.13M | Sell |
50,416
-180
| -0.4% | -$3.96K | 0.25% | 55 |
|
|
2019
Q1 | $1.06M | Buy |
50,596
+390
| +0.8% | +$8.11K | 0.25% | 57 |
|
|
2018
Q4 | $1.03M | Sell |
50,206
-945
| -2% | -$20.2K | 0.28% | 51 |
|
|
2018
Q3 | $1.14M | Sell |
51,151
-120
| -0.2% | -$2.59K | 0.28% | 53 |
|
|
2018
Q2 | $1.02M | Sell |
51,271
-510
| -1% | -$10.7K | 0.24% | 60 |
|
|
2018
Q1 | $1.11M | Sell |
51,781
-350
| -0.7% | -$7.26K | 0.28% | 55 |
|
|
2017
Q4 | $1.12M | Sell |
52,131
-790
| -1% | -$16.1K | 0.32% | 57 |
|
|
2017
Q3 | $1.04M | Sell |
52,921
-1,410
| -3% | -$27.3K | 0.34% | 59 |
|
|
2017
Q2 | $1.06M | Buy |
54,331
+458
| +0.9% | +$9.13K | 0.39% | 59 |
|
|
2017
Q1 | $1.1M | Sell |
53,873
-650
| -1% | -$13.1K | 0.44% | 51 |
|
|
2016
Q4 | $1.04M | Buy |
+54,523
| New | +$981K | 0.58% | 46 |
|
Other funds holding ORI
Lee Financial's ORI Position: Q3 2026 in Review
Lee Financial reduced its Old Republic International (ORI) stake by 0.82% in Q3 2026, selling an estimated $11.3K and leaving 33,177 shares worth $1.24M. The position accounts for 0.15% of the portfolio, ranked #68.
Lee Financial first reported a position in ORI in Q4 2016 and has held it in 34 quarters since. The position peaked at $1.6M in Q3 2025. 125 funds tracked by Wall St. Rank hold ORI as of Q3 2026.
- Lee Financial held 33,177 shares of Old Republic International worth $1.24M as of Q3 2026.
- Lee Financial sold 273 Old Republic International shares in Q3 2026, an estimated $11.3K.
- Old Republic International made up 0.15% of Lee Financial's portfolio in Q3 2026, its #68 holding.
- Lee Financial first reported a position in Old Republic International in Q4 2016 and has held it in 34 quarters since.
- Lee Financial's Old Republic International position peaked at $1.6M in Q3 2025.
- 125 funds tracked by Wall St. Rank held Old Republic International as of Q3 2026.
Based on Lee Financial's 13F filing for Q3 2026, filed 16 Oct 2026.