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Rockbridge Investment Management’s Old Republic International ORI Stock Holding History

Rockbridge Investment 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
2024
Q1 		– Sell
-1,100
Closed -$32.3K – 474
2023
Q4 		$32.3K Buy
+1,100
New +$30.9K ﹤0.01% 283
2022
Q3 		– Sell
-1,100
Closed -$24.6K – 450
2022
Q2 		$24.6K Hold
1,100
– – 0.01% 285
2022
Q1 		$29K Hold
1,100
– – ﹤0.01% 373
2021
Q4 		$27K Hold
1,100
– – ﹤0.01% 440
2021
Q3 		$25K Hold
1,100
– – ﹤0.01% 420
2021
Q2 		$27K Hold
1,100
– – ﹤0.01% 404
2021
Q1 		$24K Hold
1,100
– – ﹤0.01% 402
2020
Q4 		$22K Hold
1,100
– – ﹤0.01% 403
2020
Q3 		$16K Hold
1,100
– – ﹤0.01% 418
2020
Q2 		$18K Buy
+1,100
New +$17.4K ﹤0.01% 353

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Rockbridge Investment Management's ORI Position: Q1 2024 in Review

Rockbridge Investment Management sold out of Old Republic International (ORI) in Q1 2024, closing a stake of 1,100 shares — an estimated $32.3K sold.

Rockbridge Investment Management first reported a position in ORI in Q2 2020 and held it in 10 quarters. The position peaked at $32.3K in Q4 2023. 515 funds tracked by Wall St. Rank hold ORI as of Q1 2024.

  • Rockbridge Investment Management reported no remaining Old Republic International position as of Q1 2024 after selling out during the quarter.
  • Rockbridge Investment Management sold 1,100 Old Republic International shares in Q1 2024, an estimated $32.3K.
  • Rockbridge Investment Management first reported a position in Old Republic International in Q2 2020 and held it in 10 quarters.
  • Rockbridge Investment Management's Old Republic International position peaked at $32.3K in Q4 2023.
  • 515 funds tracked by Wall St. Rank held Old Republic International as of Q1 2024.

Based on Rockbridge Investment Management's 13F filing for Q1 2024, filed 15 May 2024.