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Legacy Wealth Management (Idaho)’s Old Republic International ORI Stock Holding History

Legacy Wealth Management (Idaho)’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 		– Sell
-140
Closed -$5.59K – 712
2026
Q1 		$5.59K Hold
140
– – ﹤0.01% 594
2025
Q4 		$6.39K Buy
140
+118
+536% +$5.12K ﹤0.01% 499
2025
Q3 		$935 Hold
22
– – ﹤0.01% 630
2025
Q2 		$846 Sell
22
-27
-55% -$1.02K ﹤0.01% 606
2025
Q1 		$1.92K Hold
49
– – ﹤0.01% 548
2024
Q4 		$1.79K Buy
49
+27
+123% +$985 ﹤0.01% 510
2024
Q3 		$825 Buy
+22
New +$744 ﹤0.01% 560

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

Legacy Wealth Management (Idaho)'s ORI Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) sold out of Old Republic International (ORI) in Q2 2026, closing a stake of 140 shares — an estimated $5.59K sold.

Legacy Wealth Management (Idaho) first reported a position in ORI in Q3 2024 and held it in 7 quarters. The position peaked at $6.39K in Q4 2025. 652 funds tracked by Wall St. Rank hold ORI as of Q2 2026.

  • Legacy Wealth Management (Idaho) reported no remaining Old Republic International position as of Q2 2026 after selling out during the quarter.
  • Legacy Wealth Management (Idaho) sold 140 Old Republic International shares in Q2 2026, an estimated $5.59K.
  • Legacy Wealth Management (Idaho) first reported a position in Old Republic International in Q3 2024 and held it in 7 quarters.
  • Legacy Wealth Management (Idaho)'s Old Republic International position peaked at $6.39K in Q4 2025.
  • 652 funds tracked by Wall St. Rank held Old Republic International as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.