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PlanVest Financial’s Old Republic International ORI Stock Holding History

PlanVest Financial’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 		$32.7K Hold
800
– – 0.02% 280
2026
Q1 		$31.9K Buy
+800
New +$32.9K 0.02% 264

Other funds holding ORI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

PlanVest Financial's ORI Position: Q2 2026 in Review

PlanVest Financial held its Old Republic International (ORI) position steady in Q2 2026 at 800 shares worth $32.7K. The position accounts for 0.02% of the portfolio, ranked #280.

PlanVest Financial first reported a position in ORI in Q1 2026 and has held it in 2 quarters since. 641 funds tracked by Wall St. Rank hold ORI as of Q2 2026.

  • PlanVest Financial held 800 shares of Old Republic International worth $32.7K as of Q2 2026.
  • PlanVest Financial left its Old Republic International share count unchanged in Q2 2026.
  • Old Republic International made up 0.02% of PlanVest Financial's portfolio in Q2 2026, its #280 holding.
  • PlanVest Financial first reported a position in Old Republic International in Q1 2026 and has held it in 2 quarters since.
  • 641 funds tracked by Wall St. Rank held Old Republic International as of Q2 2026.

Based on PlanVest Financial's 13F filing for Q2 2026, filed 10 Aug 2026.