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 New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Level Four Advisory Services's ORI Position: Q1 2026 in Review

Level Four Advisory Services sold out of Old Republic International (ORI) in Q1 2026, closing a stake of 4,867 shares — an estimated $222K sold.

Level Four Advisory Services first reported a position in ORI in Q1 2023 and held it in 6 quarters. The position peaked at $566K in Q1 2024. 660 funds tracked by Wall St. Rank hold ORI as of Q1 2026.

Level Four Advisory Services reported no remaining Old Republic International position as of Q1 2026 after selling out during the quarter.
Level Four Advisory Services sold 4,867 Old Republic International shares in Q1 2026, an estimated $222K.
Level Four Advisory Services first reported a position in Old Republic International in Q1 2023 and held it in 6 quarters.
Level Four Advisory Services's Old Republic International position peaked at $566K in Q1 2024.
660 funds tracked by Wall St. Rank held Old Republic International as of Q1 2026.

Based on Level Four Advisory Services's 13F filing for Q1 2026, filed 14 May 2026.