NewSquare Capital’s Old Republic International ORI Stock Holding History

NewSquare Capital’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	-243	Closed	-$9.34K	–	903
2025 Q2	$9.34K	Buy	243 +170	+233%	+$6.4K	﹤0.01%	664
2025 Q1	$2.86K	Sell	73 -4	-5%	-$147	﹤0.01%	788
2024 Q4	$2.79K	Buy	+77	New	+$2.81K	﹤0.01%	465
2023 Q4	–	Sell	-18,289	Closed	-$493K	–	596
2023 Q3	$493K	Hold	18,289	–	–	0.05%	139
2023 Q2	$460K	Hold	18,289	–	–	0.05%	137
2023 Q1	$457K	Hold	18,289	–	–	0.05%	137
2022 Q4	$442K	Sell	18,289 -160	-0.9%	-$3.75K	0.06%	135
2022 Q3	$386K	Sell	18,449 -160	-0.9%	-$3.6K	0.05%	137
2022 Q2	$416K	Buy	18,609 +320	+2%	+$7.41K	0.05%	132
2022 Q1	$473K	Hold	18,289	–	–	0.05%	144
2021 Q4	$450K	Hold	18,289	–	–	0.05%	142
2021 Q3	$423K	Hold	18,289	–	–	0.05%	141
2021 Q2	$456K	Hold	18,289	–	–	0.05%	140
2021 Q1	$399K	Hold	18,289	–	–	0.05%	133
2020 Q4	$360K	Hold	18,289	–	–	0.05%	137
2020 Q3	$270K	Hold	18,289	–	–	0.04%	126
2020 Q2	$298K	Hold	18,289	–	–	0.05%	121
2020 Q1	$279K	Hold	18,289	–	–	0.05%	126
2019 Q4	$409K	Buy	+18,289	New	+$416K	0.07%	114
2019 Q3	–	Sell	-810	Closed	-$18K	–	328
2019 Q2	$18K	Hold	810	–	–	﹤0.01%	220
2019 Q1	$17K	Hold	810	–	–	﹤0.01%	212
2018 Q4	$17K	Hold	810	–	–	﹤0.01%	205
2018 Q3	$18K	Buy	+810	New	+$17.5K	﹤0.01%	213

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

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

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

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

NewSquare Capital's ORI Position: Q3 2025 in Review

NewSquare Capital sold out of Old Republic International (ORI) in Q3 2025, closing a stake of 243 shares — an estimated $9.34K sold.

NewSquare Capital first reported a position in ORI in Q3 2018 and held it in 23 quarters. The position peaked at $493K in Q3 2023. 655 funds tracked by Wall St. Rank hold ORI as of Q3 2025.

NewSquare Capital reported no remaining Old Republic International position as of Q3 2025 after selling out during the quarter.
NewSquare Capital sold 243 Old Republic International shares in Q3 2025, an estimated $9.34K.
NewSquare Capital first reported a position in Old Republic International in Q3 2018 and held it in 23 quarters.
NewSquare Capital's Old Republic International position peaked at $493K in Q3 2023.
655 funds tracked by Wall St. Rank held Old Republic International as of Q3 2025.

Based on NewSquare Capital's 13F filing for Q3 2025, filed 12 Nov 2025.