Merit Financial Group’s Old Republic International ORI Stock Holding History

Merit Financial 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	$939K	Buy	25,178 +677	+3%	+$28.1K	0.01%	1190
2026 Q2	$1M	Sell	24,501 -6,594	-21%	-$261K	0.01%	1074
2026 Q1	$1.24M	Sell	31,095 -8,766	-22%	-$360K	0.01%	879
2025 Q4	$1.82M	Buy	39,861 +3,481	+10%	+$151K	0.01%	682
2025 Q3	$1.55M	Buy	36,380 +5,013	+16%	+$193K	0.01%	672
2025 Q2	$1.21M	Buy	31,367 +6,385	+26%	+$240K	0.01%	706
2025 Q1	$980K	Buy	24,982 +19,254	+336%	+$706K	0.01%	663
2024 Q4	$207K	Buy	+5,728	New	+$209K	﹤0.01%	1084

Other funds holding ORI

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

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

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Miller Howard Investments Kingston, New York $3.72B AUM 18.2% 1-Year Est. Return

TCTC Holdings Dallas, Texas $4.25B AUM 42% 1-Year Est. Return

North Star Investment Management Chicago, Illinois $1.85B AUM 21.53% 1-Year Est. Return

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

Merit Financial Group's ORI Position: Q3 2026 in Review

Merit Financial Group increased its Old Republic International (ORI) stake by 2.8% in Q3 2026, buying an estimated $28.1K and bringing the position to 25,178 shares worth $939K. The position accounts for 0.01% of the portfolio, ranked #1190.

Merit Financial Group first reported a position in ORI in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.82M in Q4 2025. 347 funds tracked by Wall St. Rank hold ORI as of Q3 2026.

Merit Financial Group held 25,178 shares of Old Republic International worth $939K as of Q3 2026.
Merit Financial Group bought 677 Old Republic International shares in Q3 2026, an estimated $28.1K.
Old Republic International made up 0.01% of Merit Financial Group's portfolio in Q3 2026, its #1190 holding.
Merit Financial Group first reported a position in Old Republic International in Q4 2024 and has held it in 8 quarters since.
Merit Financial Group's Old Republic International position peaked at $1.82M in Q4 2025.
347 funds tracked by Wall St. Rank held Old Republic International as of Q3 2026.

Based on Merit Financial Group's 13F filing for Q3 2026, filed 6 Nov 2026.