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Mount Yale Investment Advisors’s Old Republic International ORI Stock Holding History

Mount Yale Investment Advisors’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
Q3 		– Sell
-247
Closed -$9.49K – 1306
2025
Q2 		$9.49K Buy
+247
New +$9.29K ﹤0.01% 1143

Other funds holding ORI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Mount Yale Investment Advisors's ORI Position: Q3 2025 in Review

Mount Yale Investment Advisors sold out of Old Republic International (ORI) in Q3 2025, closing a stake of 247 shares — an estimated $9.49K sold.

Mount Yale Investment Advisors first reported a position in ORI in Q2 2025 and held it in 1 quarter. The position peaked at $9.49K in Q2 2025. 655 funds tracked by Wall St. Rank hold ORI as of Q3 2025.

  • Mount Yale Investment Advisors reported no remaining Old Republic International position as of Q3 2025 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 247 Old Republic International shares in Q3 2025, an estimated $9.49K.
  • Mount Yale Investment Advisors first reported a position in Old Republic International in Q2 2025 and held it in 1 quarter.
  • Mount Yale Investment Advisors's Old Republic International position peaked at $9.49K in Q2 2025.
  • 655 funds tracked by Wall St. Rank held Old Republic International as of Q3 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.