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QTR Family Wealth’s Old Republic International ORI Stock Holding History

QTR Family Wealth’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
-4,753
Closed -$201K – 314
2025
Q4 		$201K Sell
4,753
-573
-11% -$24.9K 0.09% 269
2025
Q3 		$226K Buy
+5,326
New +$205K 0.11% 225

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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

QTR Family Wealth's ORI Position: Q1 2026 in Review

QTR Family Wealth sold out of Old Republic International (ORI) in Q1 2026, closing a stake of 4,753 shares — an estimated $201K sold.

QTR Family Wealth first reported a position in ORI in Q3 2025 and held it in 2 quarters. The position peaked at $226K in Q3 2025. 657 funds tracked by Wall St. Rank hold ORI as of Q1 2026.

  • QTR Family Wealth reported no remaining Old Republic International position as of Q1 2026 after selling out during the quarter.
  • QTR Family Wealth sold 4,753 Old Republic International shares in Q1 2026, an estimated $201K.
  • QTR Family Wealth first reported a position in Old Republic International in Q3 2025 and held it in 2 quarters.
  • QTR Family Wealth's Old Republic International position peaked at $226K in Q3 2025.
  • 657 funds tracked by Wall St. Rank held Old Republic International as of Q1 2026.

Based on QTR Family Wealth's 13F filing for Q1 2026, filed 16 Apr 2026.