Pinnacle Associates’s Old Republic International ORI Stock Holding History

Pinnacle Associates’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	–	Sell	-10,767	Closed	-$491K	–	983
2025 Q4	$491K	Buy	10,767 +62	+0.6%	+$2.69K	0.01%	655
2025 Q3	$455K	Sell	10,705 -45	-0.4%	-$1.74K	0.01%	661
2025 Q2	$413K	Buy	10,750 +45	+0.4%	+$1.69K	0.01%	670
2025 Q1	$420K	Hold	10,705	–	–	0.01%	649
2024 Q4	$387K	Sell	10,705 -725	-6%	-$26.4K	0.01%	657
2024 Q3	$336K	Buy	11,430 +225	+2%	+$7.61K	0.01%	645
2024 Q2	$346K	Sell	11,205 -7	-0.1%	-$214	0.01%	656
2024 Q1	$344K	Sell	11,212 -218	-2%	-$6.34K	0.01%	665
2023 Q4	$336K	Sell	11,430 -300	-3%	-$8.44K	0.01%	655
2023 Q3	$316K	Sell	11,730 -400	-3%	-$10.8K	0.01%	659
2023 Q2	$305K	Sell	12,130 -600	-5%	-$15K	0.01%	670
2023 Q1	$318K	Sell	12,730 -5,800	-31%	-$146K	0.01%	609
2022 Q4	$448K	Hold	18,530	–	–	0.01%	521
2022 Q3	$388K	Hold	18,530	–	–	0.01%	548
2022 Q2	$414K	Hold	18,530	–	–	0.01%	553
2022 Q1	$479K	Hold	18,530	–	–	0.01%	573
2021 Q4	$455K	Sell	18,530 -19,000	-51%	-$472K	0.01%	574
2021 Q3	$868K	Hold	37,530	–	–	0.02%	465
2021 Q2	$935K	Hold	37,530	–	–	0.02%	444
2021 Q1	$820K	Sell	37,530 -1,400	-4%	-$28.1K	0.02%	447
2020 Q4	$767K	Sell	38,930 -23,340	-37%	-$410K	0.02%	437
2020 Q3	$918K	Sell	62,270 -900	-1%	-$14.4K	0.02%	382
2020 Q2	$1.03M	Sell	63,170 -2,360	-4%	-$37.3K	0.03%	357
2020 Q1	$999K	Hold	65,530	–	–	0.03%	337
2019 Q4	$1.47M	Sell	65,530 -455	-0.7%	-$10.4K	0.03%	343
2019 Q3	$1.55M	Sell	65,985 -2,835	-4%	-$64.7K	0.04%	341
2019 Q2	$1.54M	Sell	68,820 -1,420	-2%	-$31.3K	0.04%	343
2019 Q1	$1.47M	Sell	70,240 -5,950	-8%	-$124K	0.03%	350
2018 Q4	$1.57M	Sell	76,190 -3,262	-4%	-$69.9K	0.04%	330
2018 Q3	$1.78M	Sell	79,452 -2,804	-3%	-$60.5K	0.04%	325
2018 Q2	$1.64M	Sell	82,256 -7,140	-8%	-$149K	0.03%	335
2018 Q1	$1.92M	Sell	89,396 -20,628	-19%	-$428K	0.04%	308
2017 Q4	$2.35M	Sell	110,024 -9,051	-8%	-$185K	0.05%	281
2017 Q3	$2.35M	Sell	119,075 -4,203	-3%	-$81.5K	0.04%	287
2017 Q2	$2.41M	Buy	123,278 +9,187	+8%	+$183K	0.05%	285
2017 Q1	$2.34M	Sell	114,091 -2,427	-2%	-$49K	0.04%	297
2016 Q4	$2.21M	Sell	116,518 -1,340	-1%	-$24.1K	0.04%	295
2016 Q3	$2.08M	Buy	117,858 +2,769	+2%	+$52.7K	0.04%	299
2016 Q2	$2.22M	Buy	115,089 +20,755	+22%	+$388K	0.05%	286
2016 Q1	$1.72M	Buy	94,334 +9,872	+12%	+$178K	0.04%	298
2015 Q4	$1.57M	Buy	84,462 +6,048	+8%	+$109K	0.03%	302
2015 Q3	$1.23M	Buy	78,414 +13,076	+20%	+$209K	0.03%	326
2015 Q2	$1.02M	Buy	65,338 +4,129	+7%	+$63.6K	0.02%	375
2015 Q1	$914K	Sell	61,209 -414	-0.7%	-$6.08K	0.02%	383
2014 Q4	$902K	Sell	61,623 -301	-0.5%	-$4.4K	0.02%	377
2014 Q3	$884K	Buy	61,924 +3,872	+7%	+$59.1K	0.02%	372
2014 Q2	$960K	Buy	58,052 +15,376	+36%	+$257K	0.02%	365
2014 Q1	$700K	Buy	42,676 +23,176	+119%	+$368K	0.01%	405
2013 Q4	$337K	Buy	19,500 +2,500	+15%	+$41K	0.01%	499
2013 Q3	$262K	Buy	17,000 +1,000	+6%	+$14.4K	0.01%	524
2013 Q2	$206K	Buy	+16,000	New	+$212K	﹤0.01%	520

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

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 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

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Pinnacle Associates's ORI Position: Q1 2026 in Review

Pinnacle Associates sold out of Old Republic International (ORI) in Q1 2026, closing a stake of 10,767 shares — an estimated $491K sold.

Pinnacle Associates first reported a position in ORI in Q2 2013 and held it in 51 quarters. The position peaked at $2.41M in Q2 2017. 659 funds tracked by Wall St. Rank hold ORI as of Q1 2026.

Pinnacle Associates reported no remaining Old Republic International position as of Q1 2026 after selling out during the quarter.
Pinnacle Associates sold 10,767 Old Republic International shares in Q1 2026, an estimated $491K.
Pinnacle Associates first reported a position in Old Republic International in Q2 2013 and held it in 51 quarters.
Pinnacle Associates's Old Republic International position peaked at $2.41M in Q2 2017.
659 funds tracked by Wall St. Rank held Old Republic International as of Q1 2026.

Based on Pinnacle Associates's 13F filing for Q1 2026, filed 22 Apr 2026.