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MBM Wealth Consultants’s Old Republic International ORI Stock Holding History

MBM Wealth Consultants’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
Q2 		$602K Buy
14,718
+1,678
+13% +$66.5K 0.12% 76
2026
Q1 		$520K Buy
13,040
+861
+7% +$35.4K 0.12% 79
2025
Q4 		$556K Buy
12,179
+592
+5% +$25.7K 0.13% 68
2025
Q3 		$492K Buy
11,587
+121
+1% +$4.67K 0.12% 70
2025
Q2 		$441K Buy
11,466
+432
+4% +$16.3K 0.12% 72
2025
Q1 		$433K Buy
11,034
+1,112
+11% +$40.8K 0.13% 69
2024
Q4 		$357K Buy
9,922
+562
+6% +$20.5K 0.11% 79
2024
Q3 		$332K Buy
9,360
+24
+0.3% +$812 0.1% 78
2024
Q2 		$280K Buy
9,336
+67
+0.7% +$2.05K 0.1% 81
2024
Q1 		$285K Sell
9,269
-202
-2% -$5.87K 0.1% 82
2023
Q4 		$265K Sell
9,471
-809
-8% -$22.8K 0.1% 84
2023
Q3 		$277K Buy
10,280
+467
+5% +$12.6K 0.12% 82
2023
Q2 		$250K Buy
9,813
+4,062
+71% +$102K 0.11% 87
2023
Q1 		$215K Hold
5,751
– – 0.09% 91
2022
Q4 		$139K Buy
5,751
+1,671
+41% +$39.2K 0.06% 113
2022
Q3 		$87K Buy
4,080
+1,172
+40% +$26.4K 0.04% 122
2022
Q2 		$65K Buy
2,908
+109
+4% +$2.52K 0.03% 143
2022
Q1 		$72K Buy
2,799
+790
+39% +$20.4K 0.03% 162
2021
Q4 		$49K Buy
2,009
+614
+44% +$15.2K 0.02% 165
2021
Q3 		$32K Buy
1,395
+285
+26% +$7.05K 0.01% 175
2021
Q2 		$28K Hold
1,110
– – 0.01% 172
2021
Q1 		$24K Buy
+1,110
New +$22.2K 0.01% 177

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 $3.37T AUM 44.26% 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
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
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

MBM Wealth Consultants's ORI Position: Q2 2026 in Review

MBM Wealth Consultants increased its Old Republic International (ORI) stake by 13% in Q2 2026, buying an estimated $66.5K and bringing the position to 14,718 shares worth $602K. The position accounts for 0.12% of the portfolio, ranked #76.

MBM Wealth Consultants first reported a position in ORI in Q1 2021 and has held it in 22 quarters since. 653 funds tracked by Wall St. Rank hold ORI as of Q2 2026.

  • MBM Wealth Consultants held 14,718 shares of Old Republic International worth $602K as of Q2 2026.
  • MBM Wealth Consultants bought 1,678 Old Republic International shares in Q2 2026, an estimated $66.5K.
  • Old Republic International made up 0.12% of MBM Wealth Consultants's portfolio in Q2 2026, its #76 holding.
  • MBM Wealth Consultants first reported a position in Old Republic International in Q1 2021 and has held it in 22 quarters since.
  • 653 funds tracked by Wall St. Rank held Old Republic International as of Q2 2026.

Based on MBM Wealth Consultants's 13F filing for Q2 2026, filed 24 Jul 2026.