RA
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Rise Advisors’s Old Republic International ORI Stock Holding History

Rise Advisors’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
2025
Q4 		– Sell
-401
Closed -$17K – 1038
2025
Q3 		$17K Sell
401
-10
-2% -$386 0.01% 674
2025
Q2 		$15.8K Buy
411
+16
+4% +$602 0.01% 681
2025
Q1 		$15.5K Sell
395
-261
-40% -$9.57K 0.01% 668
2024
Q4 		$23.7K Buy
656
+5
+0.8% +$182 0.01% 542
2024
Q3 		$23.1K Buy
651
+5
+0.8% +$169 0.01% 596
2024
Q2 		$20K Buy
646
+5
+0.8% +$153 0.01% 639
2024
Q1 		$19.7K Buy
+641
New +$18.6K 0.01% 660
2023
Q2 		– Sell
-16
Closed -$407 – 766
2023
Q1 		$407 Hold
16
– – ﹤0.01% 748
2022
Q4 		$390 Hold
16
– – ﹤0.01% 722
2022
Q3 		$0 Buy
16
+1
+7% +$23 ﹤0.01% 734
2022
Q2 		$0 Hold
15
– – ﹤0.01% 728
2022
Q1 		$0 Buy
+15
New +$387 ﹤0.01% 668

Other funds holding ORI

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return