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Mowery & Schoenfeld Wealth Management’s Old Republic International ORI Stock Holding History

Mowery & Schoenfeld 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
2026
Q1 		– Sell
-335
Closed -$15.3K – 455
2025
Q4 		$15.3K Hold
335
– – 0.02% 208
2025
Q3 		$14.2K Hold
335
– – 0.02% 194
2025
Q2 		$12.9K Hold
335
– – 0.02% 201
2025
Q1 		$13.1K Hold
335
– – 0.03% 242
2024
Q4 		$12.1K Hold
335
– – 0.02% 212
2024
Q3 		$11.9K Buy
+335
New +$11.3K 0.02% 167

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
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Mowery & Schoenfeld Wealth Management's ORI Position: Q1 2026 in Review

Mowery & Schoenfeld Wealth Management sold out of Old Republic International (ORI) in Q1 2026, closing a stake of 335 shares — an estimated $15.3K sold.

Mowery & Schoenfeld Wealth Management first reported a position in ORI in Q3 2024 and held it in 6 quarters. The position peaked at $15.3K in Q4 2025. 660 funds tracked by Wall St. Rank hold ORI as of Q1 2026.

  • Mowery & Schoenfeld Wealth Management reported no remaining Old Republic International position as of Q1 2026 after selling out during the quarter.
  • Mowery & Schoenfeld Wealth Management sold 335 Old Republic International shares in Q1 2026, an estimated $15.3K.
  • Mowery & Schoenfeld Wealth Management first reported a position in Old Republic International in Q3 2024 and held it in 6 quarters.
  • Mowery & Schoenfeld Wealth Management's Old Republic International position peaked at $15.3K in Q4 2025.
  • 660 funds tracked by Wall St. Rank held Old Republic International as of Q1 2026.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.