Optimum Investment Advisors’s Old Republic International ORI Stock Holding History

Optimum Investment Advisors’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	$297K	Hold	7,000	–	–	0.12%	152
2025 Q2	$269K	Hold	7,000	–	–	0.12%	149
2025 Q1	$275K	Sell	7,000 -2,500	-26%	-$91.7K	0.13%	144
2024 Q4	$344K	Hold	9,500	–	–	0.15%	126
2024 Q3	$336K	Sell	9,500 -1,000	-10%	-$33.8K	0.15%	137
2024 Q2	$324K	Hold	10,500	–	–	0.15%	138
2024 Q1	$323K	Sell	10,500 -1,000	-9%	-$29.1K	0.15%	145
2023 Q4	$338K	Sell	11,500 -2,000	-15%	-$56.3K	0.17%	125
2023 Q3	$364K	Hold	13,500	–	–	0.19%	119
2023 Q2	$340K	Hold	13,500	–	–	0.17%	134
2023 Q1	$337K	Sell	13,500 -800	-6%	-$20.1K	0.18%	132
2022 Q4	$345K	Hold	14,300	–	–	0.19%	129
2022 Q3	$299K	Hold	14,300	–	–	0.16%	138
2022 Q2	$320K	Hold	14,300	–	–	0.16%	133
2022 Q1	$370K	Hold	14,300	–	–	0.16%	137
2021 Q4	$351K	Hold	14,300	–	–	0.14%	151
2021 Q3	$331K	Sell	14,300 -6,300	-31%	-$156K	0.14%	153
2021 Q2	$513K	Sell	20,600 -500	-2%	-$12.6K	0.16%	141
2021 Q1	$461K	Sell	21,100 -500	-2%	-$10K	0.13%	156
2020 Q4	$426K	Sell	21,600 -800	-4%	-$14.1K	0.13%	150
2020 Q3	$330K	Sell	22,400 -7,800	-26%	-$125K	0.11%	161
2020 Q2	$493K	Sell	30,200 -3,200	-10%	-$50.5K	0.17%	136
2020 Q1	$509K	Sell	33,400 -1,950	-6%	-$40.1K	0.21%	121
2019 Q4	$791K	Buy	35,350 +200	+0.6%	+$4.55K	0.23%	109
2019 Q3	$828K	Sell	35,150 -2,200	-6%	-$50.2K	0.26%	101
2019 Q2	$836K	Hold	37,350	–	–	0.27%	91
2019 Q1	$781K	Hold	37,350	–	–	0.26%	98
2018 Q4	$768K	Sell	37,350 -1,200	-3%	-$25.7K	0.26%	97
2018 Q3	$863K	Sell	38,550 -100	-0.3%	-$2.16K	0.24%	108
2018 Q2	$770K	Sell	38,650 -1,500	-4%	-$31.4K	0.22%	116
2018 Q1	$861K	Hold	40,150	–	–	0.25%	104
2017 Q4	$858K	Hold	40,150	–	–	0.27%	108
2017 Q3	$791K	Hold	40,150	–	–	0.26%	112
2017 Q2	$784K	Sell	40,150 -2,100	-5%	-$41.9K	0.27%	107
2017 Q1	$865K	Sell	42,250 -1,500	-3%	-$30.3K	0.31%	99
2016 Q4	$831K	Hold	43,750	–	–	0.31%	91
2016 Q3	$771K	Sell	43,750 -4,533	-9%	-$86.2K	0.29%	100
2016 Q2	$931K	Buy	48,283 +933	+2%	+$17.4K	0.36%	82
2016 Q1	$866K	Buy	47,350 +2,800	+6%	+$50.5K	0.34%	86
2015 Q4	$830K	Buy	44,550 +1,200	+3%	+$21.6K	0.32%	93
2015 Q3	$678K	Buy	+43,350	New	+$694K	0.27%	111
2015 Q1	$603K	Sell	40,350 -2,200	-5%	-$32.3K	0.19%	137
2014 Q4	$622K	Sell	42,550 -3,800	-8%	-$55.5K	0.2%	132
2014 Q3	$663K	Sell	46,350 -1,050	-2%	-$16K	0.22%	122
2014 Q2	$784K	Buy	47,400 +1,900	+4%	+$31.7K	0.25%	112
2014 Q1	$746K	Buy	45,500 +200	+0.4%	+$3.18K	0.28%	102
2013 Q4	$782K	Hold	45,300	–	–	0.29%	97
2013 Q3	$698K	Buy	+45,300	New	+$651K	0.29%	98

Other funds holding ORI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

HCM

Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Optimum Investment Advisors's ORI Position: Q3 2025 in Review

Optimum Investment Advisors held its Old Republic International (ORI) position steady in Q3 2025 at 7,000 shares worth $297K. The position accounts for 0.12% of the portfolio, ranked #152.

Optimum Investment Advisors first reported a position in ORI in Q3 2013 and has held it in 48 quarters since. The position peaked at $931K in Q2 2016. 655 funds tracked by Wall St. Rank hold ORI as of Q3 2025.

Optimum Investment Advisors held 7,000 shares of Old Republic International worth $297K as of Q3 2025.
Optimum Investment Advisors left its Old Republic International share count unchanged in Q3 2025.
Old Republic International made up 0.12% of Optimum Investment Advisors's portfolio in Q3 2025, its #152 holding.
Optimum Investment Advisors first reported a position in Old Republic International in Q3 2013 and has held it in 48 quarters since.
Optimum Investment Advisors's Old Republic International position peaked at $931K in Q2 2016.
655 funds tracked by Wall St. Rank held Old Republic International as of Q3 2025.

Based on Optimum Investment Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.