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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 – 1037
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 – 765
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% 726
2022
Q1 		$0 Buy
+15
New +$387 ﹤0.01% 668

Other funds holding ORI

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $609B AUM 40.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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 $1.88T AUM 44.46% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Rise Advisors's ORI Position: Q4 2025 in Review

Rise Advisors sold out of Old Republic International (ORI) in Q4 2025, closing a stake of 401 shares — an estimated $17K sold.

Rise Advisors first reported a position in ORI in Q1 2022 and held it in 12 quarters. The position peaked at $23.7K in Q4 2024. 686 funds tracked by Wall St. Rank hold ORI as of Q4 2025.

  • Rise Advisors reported no remaining Old Republic International position as of Q4 2025 after selling out during the quarter.
  • Rise Advisors sold 401 Old Republic International shares in Q4 2025, an estimated $17K.
  • Rise Advisors first reported a position in Old Republic International in Q1 2022 and held it in 12 quarters.
  • Rise Advisors's Old Republic International position peaked at $23.7K in Q4 2024.
  • 686 funds tracked by Wall St. Rank held Old Republic International as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.