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Montag & Associates’s Old Republic International ORI Stock Holding History

Montag & Associates’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 		$2.4K Sell
59
-411
-87% -$16.3K ﹤0.01% 858
2026
Q1 		$18.8K Buy
470
+373
+385% +$15.3K ﹤0.01% 689
2025
Q4 		$4.44K Buy
+97
New +$4.21K ﹤0.01% 823
2024
Q3 		– Sell
-650
Closed -$20.1K – 1044
2024
Q2 		$20.1K Buy
+650
New +$19.9K ﹤0.01% 701

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
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

Montag & Associates's ORI Position: Q2 2026 in Review

Montag & Associates reduced its Old Republic International (ORI) stake by 87% in Q2 2026, selling an estimated $16.3K and leaving 59 shares worth $2.4K. The position accounts for ﹤0.01% of the portfolio, ranked #858.

Montag & Associates first reported a position in ORI in Q2 2024 and has held it in 4 quarters since. The position peaked at $20.1K in Q2 2024. 657 funds tracked by Wall St. Rank hold ORI as of Q2 2026.

  • Montag & Associates held 59 shares of Old Republic International worth $2.4K as of Q2 2026.
  • Montag & Associates sold 411 Old Republic International shares in Q2 2026, an estimated $16.3K.
  • Old Republic International made up ﹤0.01% of Montag & Associates's portfolio in Q2 2026, its #858 holding.
  • Montag & Associates first reported a position in Old Republic International in Q2 2024 and has held it in 4 quarters since.
  • Montag & Associates's Old Republic International position peaked at $20.1K in Q2 2024.
  • 657 funds tracked by Wall St. Rank held Old Republic International as of Q2 2026.

Based on Montag & Associates's 13F filing for Q2 2026, filed 5 Aug 2026.