RWM
ORI icon

Ritholtz Wealth Management’s Old Republic International ORI Stock Holding History

Ritholtz Wealth Management’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 		$23.5M Sell
574,168
-6,083
-1% -$241K 0.35% 39
2026
Q1 		$23.2M Sell
580,251
-5,291
-0.9% -$218K 0.4% 35
2025
Q4 		$26.7M Buy
585,542
+4,181
+0.7% +$181K 0.49% 28
2025
Q3 		$24.7M Buy
581,361
+3,141
+0.5% +$121K 0.48% 28
2025
Q2 		$22.2M Sell
578,220
-7,716
-1% -$290K 0.49% 28
2025
Q1 		$23M Sell
585,936
-3,136
-0.5% -$115K 0.69% 22
2024
Q4 		$21.3M Sell
589,072
-6,385
-1% -$233K 0.63% 24
2024
Q3 		$21.1M Buy
595,457
+3,019
+0.5% +$102K 0.64% 23
2024
Q2 		$18.3M Buy
592,438
+1,697
+0.3% +$52K 0.6% 26
2024
Q1 		$18.1M Buy
590,741
+13,537
+2% +$393K 0.63% 24
2023
Q4 		$17M Buy
577,204
+10,988
+2% +$309K 0.66% 24
2023
Q3 		$15.3M Buy
566,216
+6,477
+1% +$175K 0.68% 25
2023
Q2 		$14.1M Buy
559,739
+16,316
+3% +$409K 0.63% 23
2023
Q1 		$13.6M Buy
543,423
+12,390
+2% +$312K 0.68% 22
2022
Q4 		$12.8M Sell
531,033
-725
-0.1% -$17K 0.72% 21
2022
Q3 		$11.1M Buy
531,758
+725
+0.1% +$16.3K 0.59% 19
2022
Q2 		$11.9M Sell
531,033
-29
-0% -$671 0.75% 16
2022
Q1 		$13.7M Hold
531,062
– – 0.93% 19
2021
Q4 		$13.1M Sell
531,062
-93,711
-15% -$2.33M 0.81% 18
2021
Q3 		$14.5M Sell
624,773
-62,474
-9% -$1.55M 1% 16
2021
Q2 		$17.1M Sell
687,247
-62,445
-8% -$1.57M 1.23% 13
2021
Q1 		$16.4M Buy
+749,692
New +$15M 1.36% 13

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

Ritholtz Wealth Management's ORI Position: Q2 2026 in Review

Ritholtz Wealth Management reduced its Old Republic International (ORI) stake by 1% in Q2 2026, selling an estimated $241K and leaving 574,168 shares worth $23.5M. The position accounts for 0.35% of the portfolio, ranked #39.

Ritholtz Wealth Management first reported a position in ORI in Q1 2021 and has held it in 22 quarters since. The position peaked at $26.7M in Q4 2025. 652 funds tracked by Wall St. Rank hold ORI as of Q2 2026.

  • Ritholtz Wealth Management held 574,168 shares of Old Republic International worth $23.5M as of Q2 2026.
  • Ritholtz Wealth Management sold 6,083 Old Republic International shares in Q2 2026, an estimated $241K.
  • Old Republic International made up 0.35% of Ritholtz Wealth Management's portfolio in Q2 2026, its #39 holding.
  • Ritholtz Wealth Management first reported a position in Old Republic International in Q1 2021 and has held it in 22 quarters since.
  • Ritholtz Wealth Management's Old Republic International position peaked at $26.7M in Q4 2025.
  • 652 funds tracked by Wall St. Rank held Old Republic International as of Q2 2026.

Based on Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.