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NewEdge Wealth’s Old Republic International ORI Stock Holding History

NewEdge Wealth’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 		$1.68M Buy
41,125
+8,746
+27% +$347K 0.02% 504
2026
Q1 		$1.29M Buy
32,379
+6,414
+25% +$264K 0.02% 551
2025
Q4 		$1.19M Buy
25,965
+5,639
+28% +$245K 0.01% 582
2025
Q3 		$827K Buy
20,326
+2,565
+14% +$98.9K 0.01% 608
2025
Q2 		$659K Buy
17,761
+11,605
+189% +$437K 0.01% 629
2025
Q1 		$241K Buy
+6,156
New +$226K ﹤0.01% 830

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 $3.37T AUM 44.26% 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

NewEdge Wealth's ORI Position: Q2 2026 in Review

NewEdge Wealth increased its Old Republic International (ORI) stake by 27% in Q2 2026, buying an estimated $347K and bringing the position to 41,125 shares worth $1.68M. The position accounts for 0.02% of the portfolio, ranked #504.

NewEdge Wealth first reported a position in ORI in Q1 2025 and has held it in 6 quarters since. 654 funds tracked by Wall St. Rank hold ORI as of Q2 2026.

  • NewEdge Wealth held 41,125 shares of Old Republic International worth $1.68M as of Q2 2026.
  • NewEdge Wealth bought 8,746 Old Republic International shares in Q2 2026, an estimated $347K.
  • Old Republic International made up 0.02% of NewEdge Wealth's portfolio in Q2 2026, its #504 holding.
  • NewEdge Wealth first reported a position in Old Republic International in Q1 2025 and has held it in 6 quarters since.
  • 654 funds tracked by Wall St. Rank held Old Republic International as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.