MWPCG
ORI icon

Measured Wealth Private Client Group’s Old Republic International ORI Stock Holding History

Measured Wealth Private Client 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
Q2 		$78.1K Sell
1,909
-1,251
-40% -$49.6K 0.02% 267
2026
Q1 		$126K Sell
3,160
-20,267
-87% -$833K 0.03% 220
2025
Q4 		$1.07M Sell
23,427
-1,593
-6% -$69.1K 0.28% 51
2025
Q3 		$1.06M Sell
25,020
-878
-3% -$33.9K 0.29% 46
2025
Q2 		$996K Buy
25,898
+2,510
+11% +$94.4K 0.3% 44
2025
Q1 		$917K Buy
23,388
+4,305
+23% +$158K 0.29% 45
2024
Q4 		$691K Buy
19,083
+8,669
+83% +$316K 0.22% 58
2024
Q3 		$369K Buy
10,414
+1,425
+16% +$48.2K 0.12% 112
2024
Q2 		$278K Buy
8,989
+831
+10% +$25.4K 0.1% 155
2024
Q1 		$251K Sell
8,158
-24,683
-75% -$717K 0.09% 166
2023
Q4 		$966K Buy
32,841
+1,676
+5% +$47.1K 0.36% 38
2023
Q3 		$840K Buy
31,165
+4,037
+15% +$109K 0.34% 45
2023
Q2 		$683K Buy
+27,128
New +$679K 0.26% 58
2018
Q4 		– Sell
-110
Closed -$2K – 505
2018
Q3 		$2K Buy
+110
New +$2.37K ﹤0.01% 776

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

Measured Wealth Private Client Group's ORI Position: Q2 2026 in Review

Measured Wealth Private Client Group reduced its Old Republic International (ORI) stake by 40% in Q2 2026, selling an estimated $49.6K and leaving 1,909 shares worth $78.1K. The position accounts for 0.02% of the portfolio, ranked #267.

Measured Wealth Private Client Group first reported a position in ORI in Q3 2018 and has held it in 14 quarters since. The position peaked at $1.07M in Q4 2025. 652 funds tracked by Wall St. Rank hold ORI as of Q2 2026.

  • Measured Wealth Private Client Group held 1,909 shares of Old Republic International worth $78.1K as of Q2 2026.
  • Measured Wealth Private Client Group sold 1,251 Old Republic International shares in Q2 2026, an estimated $49.6K.
  • Old Republic International made up 0.02% of Measured Wealth Private Client Group's portfolio in Q2 2026, its #267 holding.
  • Measured Wealth Private Client Group first reported a position in Old Republic International in Q3 2018 and has held it in 14 quarters since.
  • Measured Wealth Private Client Group's Old Republic International position peaked at $1.07M in Q4 2025.
  • 652 funds tracked by Wall St. Rank held Old Republic International as of Q2 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q2 2026, filed 10 Aug 2026.