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

Nations 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
2024 Q3	–	Sell	-7,773	Closed	-$240K	–	687
2024 Q2	$240K	Sell	7,773 -144	-2%	-$4.41K	0.02%	574
2024 Q1	$243K	Sell	7,917 -38,785	-83%	-$1.13M	0.02%	566
2023 Q4	$1.37M	Sell	46,702 -374	-0.8%	-$10.5K	0.13%	188
2023 Q3	$1.27M	Buy	47,076 +2,469	+6%	+$66.6K	0.13%	188
2023 Q2	$1.12M	Buy	44,607 +8,870	+25%	+$222K	0.11%	220
2023 Q1	$892K	Buy	35,737 +326	+0.9%	+$8.21K	0.09%	247
2022 Q4	$855K	Buy	35,411 +1,030	+3%	+$24.2K	0.1%	245
2022 Q3	$720K	Buy	34,381 +1,593	+5%	+$35.9K	0.1%	217
2022 Q2	$733K	Buy	+32,788	New	+$759K	0.1%	227
2020 Q1	–	Sell	-32,666	Closed	-$731K	–	282
2019 Q4	$731K	Buy	32,666 +138	+0.4%	+$3.14K	0.25%	129
2019 Q3	$727K	Buy	+32,528	New	+$742K	0.26%	121

Other funds holding ORI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

HCM

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Nations Financial Group's ORI Position: Q3 2024 in Review

Nations Financial Group sold out of Old Republic International (ORI) in Q3 2024, closing a stake of 7,773 shares — an estimated $240K sold.

Nations Financial Group first reported a position in ORI in Q3 2019 and held it in 11 quarters. The position peaked at $1.37M in Q4 2023. 571 funds tracked by Wall St. Rank hold ORI as of Q3 2024.

Nations Financial Group reported no remaining Old Republic International position as of Q3 2024 after selling out during the quarter.
Nations Financial Group sold 7,773 Old Republic International shares in Q3 2024, an estimated $240K.
Nations Financial Group first reported a position in Old Republic International in Q3 2019 and held it in 11 quarters.
Nations Financial Group's Old Republic International position peaked at $1.37M in Q4 2023.
571 funds tracked by Wall St. Rank held Old Republic International as of Q3 2024.

Based on Nations Financial Group's 13F filing for Q3 2024, filed 4 Nov 2024.