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Mattern Wealth Management’s Old Republic International ORI Stock Holding History

Mattern Wealth Management’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
-4,604
Closed -$210K – 165
2025
Q4 		$210K Buy
+4,604
New +$200K 0.04% 151

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 $3.38T AUM 44.17% 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
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Mattern Wealth Management's ORI Position: Q1 2026 in Review

Mattern Wealth Management sold out of Old Republic International (ORI) in Q1 2026, closing a stake of 4,604 shares — an estimated $210K sold.

Mattern Wealth Management first reported a position in ORI in Q4 2025 and held it in 1 quarter. The position peaked at $210K in Q4 2025. 660 funds tracked by Wall St. Rank hold ORI as of Q1 2026.

  • Mattern Wealth Management reported no remaining Old Republic International position as of Q1 2026 after selling out during the quarter.
  • Mattern Wealth Management sold 4,604 Old Republic International shares in Q1 2026, an estimated $210K.
  • Mattern Wealth Management first reported a position in Old Republic International in Q4 2025 and held it in 1 quarter.
  • Mattern Wealth Management's Old Republic International position peaked at $210K in Q4 2025.
  • 660 funds tracked by Wall St. Rank held Old Republic International as of Q1 2026.

Based on Mattern Wealth Management's 13F filing for Q1 2026, filed 23 Apr 2026.