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Mariner Wealth Advisors (Cincinnati)’s Old Republic International ORI Stock Holding History

Mariner Wealth Advisors (Cincinnati)’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
2018
Q3 		$832K Buy
37,165
+1,655
+5% +$35.7K 0.05% 150
2018
Q2 		$707K Buy
35,510
+1,940
+6% +$40.6K 0.04% 155
2018
Q1 		$720K Buy
33,570
+275
+0.8% +$5.71K 0.04% 152
2017
Q4 		$712K Buy
33,295
+1,975
+6% +$40.4K 0.04% 146
2017
Q3 		$617K Buy
31,320
+1,960
+7% +$38K 0.04% 148
2017
Q2 		$573K Hold
29,360
– – 0.04% 157
2017
Q1 		$601K Hold
29,360
– – 0.04% 150
2016
Q4 		$558K Sell
29,360
-850
-3% -$15.3K 0.04% 152
2016
Q3 		$532K Sell
30,210
-210
-0.7% -$4K 0.05% 155
2016
Q2 		$587K Buy
30,420
+3,789
+14% +$70.8K 0.05% 149
2016
Q1 		$487K Sell
26,631
-6,264
-19% -$113K 0.05% 156
2015
Q4 		$613K Buy
+32,895
New +$592K 0.06% 135
2015
Q1 		$476K Sell
31,870
-1,475
-4% -$21.6K 0.07% 112
2014
Q4 		$488K Sell
33,345
-1,125
-3% -$16.4K 0.07% 107
2014
Q3 		$492K Buy
34,470
+80
+0.2% +$1.22K 0.08% 109
2014
Q2 		$569K Buy
34,390
+1,100
+3% +$18.4K 0.09% 86
2014
Q1 		$546K Sell
33,290
-525
-2% -$8.34K 0.09% 84
2013
Q4 		$584K Sell
33,815
-725
-2% -$11.9K 0.1% 84
2013
Q3 		$532K Buy
34,540
+1,420
+4% +$20.4K 0.1% 79
2013
Q2 		$426K Buy
+33,120
New +$438K 0.08% 84

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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $70.2B AUM 29.99% 1-Year Est. Return

Mariner Wealth Advisors (Cincinnati)'s ORI Position: Q3 2018 in Review

Mariner Wealth Advisors (Cincinnati) increased its Old Republic International (ORI) stake by 4.7% in Q3 2018, buying an estimated $35.7K and bringing the position to 37,165 shares worth $832K. The position accounts for 0.05% of the portfolio, ranked #150.

Mariner Wealth Advisors (Cincinnati) first reported a position in ORI in Q2 2013 and has held it in 20 quarters since. 412 funds tracked by Wall St. Rank hold ORI as of Q3 2018.

  • Mariner Wealth Advisors (Cincinnati) held 37,165 shares of Old Republic International worth $832K as of Q3 2018.
  • Mariner Wealth Advisors (Cincinnati) bought 1,655 Old Republic International shares in Q3 2018, an estimated $35.7K.
  • Old Republic International made up 0.05% of Mariner Wealth Advisors (Cincinnati)'s portfolio in Q3 2018, its #150 holding.
  • Mariner Wealth Advisors (Cincinnati) first reported a position in Old Republic International in Q2 2013 and has held it in 20 quarters since.
  • 412 funds tracked by Wall St. Rank held Old Republic International as of Q3 2018.

Based on Mariner Wealth Advisors (Cincinnati)'s 13F filing for Q3 2018, filed 13 Nov 2018.