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 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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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

Perigon Wealth Management's ORI Position: Q2 2026 in Review

Perigon Wealth Management reduced its Old Republic International (ORI) stake by 18% in Q2 2026, selling an estimated $113K and leaving 12,871 shares worth $527K. The position accounts for 0.01% of the portfolio, ranked #875.

Perigon Wealth Management first reported a position in ORI in Q3 2017 and has held it in 8 quarters since. The position peaked at $773K in Q4 2025. 654 funds tracked by Wall St. Rank hold ORI as of Q2 2026.

Perigon Wealth Management held 12,871 shares of Old Republic International worth $527K as of Q2 2026.
Perigon Wealth Management sold 2,848 Old Republic International shares in Q2 2026, an estimated $113K.
Old Republic International made up 0.01% of Perigon Wealth Management's portfolio in Q2 2026, its #875 holding.
Perigon Wealth Management first reported a position in Old Republic International in Q3 2017 and has held it in 8 quarters since.
Perigon Wealth Management's Old Republic International position peaked at $773K in Q4 2025.
654 funds tracked by Wall St. Rank held Old Republic International as of Q2 2026.

Based on Perigon Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.