Perigon Wealth Management’s Old Republic International ORI Stock Holding History

Perigon Wealth Management’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 Q1	$627K	Sell	15,719 -1,227	-7%	-$50.4K	0.01%	688
2025 Q4	$773K	Buy	16,946 +6,840	+68%	+$297K	0.01%	622
2025 Q3	$429K	Buy	+10,106	New	+$390K	0.01%	800
2021 Q1	–	Sell	-4,420	Closed	-$87K	–	869
2020 Q4	$87K	Buy	+4,420	New	+$77.6K	0.01%	575
2018 Q2	–	Sell	-4,000	Closed	-$86K	–	494
2018 Q1	$86K	Hold	4,000	–	–	0.03%	250
2017 Q4	$86K	Hold	4,000	–	–	0.03%	221
2017 Q3	$79K	Buy	+4,000	New	+$77.5K	0.03%	287

Other funds holding ORI

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

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

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

Perigon Wealth Management's ORI Position: Q1 2026 in Review

Perigon Wealth Management reduced its Old Republic International (ORI) stake by 7.2% in Q1 2026, selling an estimated $50.4K and leaving 15,719 shares worth $627K. The position accounts for 0.01% of the portfolio, ranked #688.

Perigon Wealth Management first reported a position in ORI in Q3 2017 and has held it in 7 quarters since. The position peaked at $773K in Q4 2025. 653 funds tracked by Wall St. Rank hold ORI as of Q1 2026.

Perigon Wealth Management held 15,719 shares of Old Republic International worth $627K as of Q1 2026.
Perigon Wealth Management sold 1,227 Old Republic International shares in Q1 2026, an estimated $50.4K.
Old Republic International made up 0.01% of Perigon Wealth Management's portfolio in Q1 2026, its #688 holding.
Perigon Wealth Management first reported a position in Old Republic International in Q3 2017 and has held it in 7 quarters since.
Perigon Wealth Management's Old Republic International position peaked at $773K in Q4 2025.
653 funds tracked by Wall St. Rank held Old Republic International as of Q1 2026.

Based on Perigon Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.