Oak Harbor Wealth Partners’s Old Republic International ORI Stock Holding History

Oak Harbor Wealth Partners’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 Q4	–	Sell	-7,700	Closed	-$327K	–	288
2025 Q3	$327K	Hold	7,700	–	–	0.08%	164
2025 Q2	$296K	Hold	7,700	–	–	0.08%	165
2025 Q1	$302K	Hold	7,700	–	–	0.09%	166
2024 Q4	$279K	Hold	7,700	–	–	0.08%	149
2024 Q3	$273K	Hold	7,700	–	–	0.08%	148
2024 Q2	$238K	Hold	7,700	–	–	0.07%	146
2024 Q1	$237K	Hold	7,700	–	–	0.07%	155
2023 Q4	$226K	Sell	7,700 -549	-7%	-$15.4K	0.08%	154
2023 Q3	$222K	Sell	8,249 -695	-8%	-$18.7K	0.08%	156
2023 Q2	$225K	Buy	8,944 +5	+0.1%	+$125	0.08%	159
2023 Q1	$223K	Buy	8,939 +5	+0.1%	+$126	0.08%	156
2022 Q4	$216K	Buy	+8,934	New	+$210K	0.08%	151
2022 Q2	–	Sell	-9,300	Closed	-$241K	–	224
2022 Q1	$241K	Hold	9,300	–	–	0.08%	148
2021 Q4	$229K	Buy	+9,300	New	+$231K	0.08%	155

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

Bank of New York Mellon New York $609B AUM 40.19% 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

Oak Harbor Wealth Partners's ORI Position: Q4 2025 in Review

Oak Harbor Wealth Partners sold out of Old Republic International (ORI) in Q4 2025, closing a stake of 7,700 shares — an estimated $327K sold.

Oak Harbor Wealth Partners first reported a position in ORI in Q4 2021 and held it in 14 quarters. The position peaked at $327K in Q3 2025. 686 funds tracked by Wall St. Rank hold ORI as of Q4 2025.

Oak Harbor Wealth Partners reported no remaining Old Republic International position as of Q4 2025 after selling out during the quarter.
Oak Harbor Wealth Partners sold 7,700 Old Republic International shares in Q4 2025, an estimated $327K.
Oak Harbor Wealth Partners first reported a position in Old Republic International in Q4 2021 and held it in 14 quarters.
Oak Harbor Wealth Partners's Old Republic International position peaked at $327K in Q3 2025.
686 funds tracked by Wall St. Rank held Old Republic International as of Q4 2025.

Based on Oak Harbor Wealth Partners's 13F filing for Q4 2025, filed 2 Feb 2026.