LFAS
ORI icon

Level Four Advisory Services’s Old Republic International ORI Stock Holding History

Level Four Advisory Services’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
Q1 		– Sell
-4,867
Closed -$222K – 893
2025
Q4 		$222K Buy
+4,867
New +$211K 0.01% 775
2024
Q2 		– Sell
-19,266
Closed -$566K – 853
2024
Q1 		$566K Hold
19,266
– – 0.03% 433
2023
Q4 		$566K Buy
19,266
+2,040
+12% +$57.4K 0.03% 431
2023
Q3 		$464K Buy
17,226
+497
+3% +$13.4K 0.03% 460
2023
Q2 		$421K Sell
16,729
-2,283
-12% -$57.2K 0.03% 531
2023
Q1 		$475K Buy
+19,012
New +$479K 0.03% 433

Other funds holding ORI

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return