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 Q3	$492K	Buy	13,184 +313	+2%	+$13K	0.01%	919
2026 Q2	$527K	Sell	12,871 -2,848	-18%	-$113K	0.01%	875
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

Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

EULAV Asset Management Sarasota, Florida $2.77B AUM 18.47% 1-Year Est. Return

Viking Fund Management Minot, North Dakota $1.14B AUM 32.65% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return

Ellsworth Advisors Hudson, Ohio $620M AUM 38.17% 1-Year Est. Return

Dupree Financial Group Lexington, Kentucky $277M AUM 22.51% 1-Year Est. Return

Orca Wealth Management New Port Richey, Florida $168M AUM 51.16% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Perigon Wealth Management's ORI Position: Q3 2026 in Review

Perigon Wealth Management increased its Old Republic International (ORI) stake by 2.4% in Q3 2026, buying an estimated $13K and bringing the position to 13,184 shares worth $492K. The position accounts for 0.01% of the portfolio, ranked #919.

Perigon Wealth Management first reported a position in ORI in Q3 2017 and has held it in 9 quarters since. The position peaked at $773K in Q4 2025. 137 funds tracked by Wall St. Rank hold ORI as of Q3 2026.

Perigon Wealth Management held 13,184 shares of Old Republic International worth $492K as of Q3 2026.
Perigon Wealth Management bought 313 Old Republic International shares in Q3 2026, an estimated $13K.
Old Republic International made up 0.01% of Perigon Wealth Management's portfolio in Q3 2026, its #919 holding.
Perigon Wealth Management first reported a position in Old Republic International in Q3 2017 and has held it in 9 quarters since.
Perigon Wealth Management's Old Republic International position peaked at $773K in Q4 2025.
137 funds tracked by Wall St. Rank held Old Republic International as of Q3 2026.

Based on Perigon Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.