Mather Group’s Old Republic International ORI Stock Holding History

Mather Group’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 Q3	$14.1K	Buy	379 +276	+268%	+$11.5K	﹤0.01%	1541
2026 Q2	$4.22K	Hold	103	–	–	﹤0.01%	1646
2026 Q1	$4.11K	Buy	+103	New	+$4.23K	﹤0.01%	1606
2025 Q4	–	Sell	-107	Closed	-$4.54K	–	1345
2025 Q3	$4.54K	Buy	+107	New	+$4.13K	﹤0.01%	1412
2025 Q2	–	Sell	-107	Closed	-$4.2K	–	1379
2025 Q1	$4.2K	Sell	107 -1	-0.9%	-$37	﹤0.01%	1440
2024 Q4	$3.9K	Hold	108	–	–	﹤0.01%	1419
2024 Q3	$3.82K	Sell	108 -786	-88%	-$26.6K	﹤0.01%	1352
2024 Q2	$27.5K	Buy	894 +597	+201%	+$18.3K	﹤0.01%	1182
2024 Q1	$8.72K	Buy	+297	New	+$8.63K	﹤0.01%	1233

Other funds holding ORI

Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Viking Fund Management Minot, North Dakota $1.14B AUM 32.65% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return

Ellsworth Advisors Hudson, Ohio $620M AUM 38.17% 1-Year Est. Return

Dupree Financial Group Lexington, Kentucky $277M AUM 22.51% 1-Year Est. Return

Orca Wealth Management New Port Richey, Florida $168M AUM 51.16% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

BTC

Bank & Trust Company Litchfield, Illinois $159M AUM 30.15% 1-Year Est. Return

Burney Company Reston, Virginia $3.66B AUM 27.59% 1-Year Est. Return

Mather Group's ORI Position: Q3 2026 in Review

Mather Group increased its Old Republic International (ORI) stake by 268% in Q3 2026, buying an estimated $11.5K and bringing the position to 379 shares worth $14.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1541.

Mather Group first reported a position in ORI in Q1 2024 and has held it in 9 quarters since. The position peaked at $27.5K in Q2 2024. 111 funds tracked by Wall St. Rank hold ORI as of Q3 2026.

Mather Group held 379 shares of Old Republic International worth $14.1K as of Q3 2026.
Mather Group bought 276 Old Republic International shares in Q3 2026, an estimated $11.5K.
Old Republic International made up ﹤0.01% of Mather Group's portfolio in Q3 2026, its #1541 holding.
Mather Group first reported a position in Old Republic International in Q1 2024 and has held it in 9 quarters since.
Mather Group's Old Republic International position peaked at $27.5K in Q2 2024.
111 funds tracked by Wall St. Rank held Old Republic International as of Q3 2026.

Based on Mather Group's 13F filing for Q3 2026, filed 14 Oct 2026.