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Private Wealth Management Group’s Old Republic International ORI Stock Holding History

Private Wealth Management Group’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 		$9.78K Hold
239
– – ﹤0.01% 588
2026
Q1 		$9.54K Hold
239
– – ﹤0.01% 539
2025
Q4 		$10.9K Hold
239
– – ﹤0.01% 486
2025
Q3 		$10.2K Hold
239
– – ﹤0.01% 504
2025
Q2 		$9.19K Hold
239
– – ﹤0.01% 519
2025
Q1 		$9.37K Hold
239
– – ﹤0.01% 492
2024
Q4 		$8.65K Hold
239
– – ﹤0.01% 537
2024
Q3 		$8.47K Hold
239
– – ﹤0.01% 504
2024
Q2 		$7.39K Buy
239
+203
+564% +$6.22K ﹤0.01% 546
2024
Q1 		$1.11K Hold
36
– – ﹤0.01% 1227
2023
Q4 		$1.06K Buy
+36
New +$1.01K ﹤0.01% 1245

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

Private Wealth Management Group's ORI Position: Q2 2026 in Review

Private Wealth Management Group held its Old Republic International (ORI) position steady in Q2 2026 at 239 shares worth $9.78K. The position accounts for ﹤0.01% of the portfolio, ranked #588.

Private Wealth Management Group first reported a position in ORI in Q4 2023 and has held it in 11 quarters since. The position peaked at $10.9K in Q4 2025. 652 funds tracked by Wall St. Rank hold ORI as of Q2 2026.

  • Private Wealth Management Group held 239 shares of Old Republic International worth $9.78K as of Q2 2026.
  • Private Wealth Management Group left its Old Republic International share count unchanged in Q2 2026.
  • Old Republic International made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #588 holding.
  • Private Wealth Management Group first reported a position in Old Republic International in Q4 2023 and has held it in 11 quarters since.
  • Private Wealth Management Group's Old Republic International position peaked at $10.9K in Q4 2025.
  • 652 funds tracked by Wall St. Rank held Old Republic International as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.