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

MGB 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
2025 Q4	$379K	Buy	8,305 +5	+0.1%	+$217	0.11%	156
2025 Q3	$353K	Sell	8,300 -300	-3%	-$11.6K	0.1%	165
2025 Q2	$331K	Hold	8,600	–	–	0.11%	163
2025 Q1	$337K	Hold	8,600	–	–	0.12%	159
2024 Q4	$311K	Hold	8,600	–	–	0.1%	152
2024 Q3	$305K	Hold	8,600	–	–	0.11%	152
2024 Q2	$269K	Hold	8,600	–	–	0.1%	163
2024 Q1	$264K	Hold	8,600	–	–	0.11%	163
2023 Q4	$253K	Buy	+8,600	New	+$242K	0.13%	160

Other funds holding ORI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

HCM

Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

MGB Wealth Management's ORI Position: Q4 2025 in Review

MGB Wealth Management increased its Old Republic International (ORI) stake by 0.06% in Q4 2025, buying an estimated $217 and bringing the position to 8,305 shares worth $379K. The position accounts for 0.11% of the portfolio, ranked #156.

MGB Wealth Management first reported a position in ORI in Q4 2023 and has held it in 9 quarters since. 686 funds tracked by Wall St. Rank hold ORI as of Q4 2025.

MGB Wealth Management held 8,305 shares of Old Republic International worth $379K as of Q4 2025.
MGB Wealth Management bought 5 Old Republic International shares in Q4 2025, an estimated $217.
Old Republic International made up 0.11% of MGB Wealth Management's portfolio in Q4 2025, its #156 holding.
MGB Wealth Management first reported a position in Old Republic International in Q4 2023 and has held it in 9 quarters since.
686 funds tracked by Wall St. Rank held Old Republic International as of Q4 2025.

Based on MGB Wealth Management's 13F filing for Q4 2025, filed 17 Feb 2026.