Rockefeller Capital Management
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Rockefeller Capital Management’s Old Republic International ORI Stock Holding History

Rockefeller Capital 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 		$682K Sell
16,659
-754
-4% -$29.9K ﹤0.01% 1919
2026
Q1 		$695K Buy
17,413
+3,025
+21% +$124K ﹤0.01% 1788
2025
Q4 		$657K Buy
14,388
+323
+2% +$14K ﹤0.01% 1757
2025
Q3 		$597K Sell
14,065
-1,672
-11% -$64.5K ﹤0.01% 1687
2025
Q2 		$605K Buy
15,737
+4,909
+45% +$185K ﹤0.01% 1504
2025
Q1 		$425K Buy
10,828
+204
+2% +$7.48K ﹤0.01% 1530
2024
Q4 		$384K Sell
10,624
-54
-0.5% -$1.97K ﹤0.01% 1541
2024
Q3 		$378K Buy
+10,678
New +$361K ﹤0.01% 1510
2023
Q4 		– Sell
-10,263
Closed -$277K – 1582
2023
Q3 		$277K Buy
10,263
+676
+7% +$18.2K ﹤0.01% 1429
2023
Q2 		$241K Sell
9,587
-357
-4% -$8.94K ﹤0.01% 1592
2023
Q1 		$246K Buy
9,944
+17
+0.2% +$428 ﹤0.01% 1697
2022
Q4 		$238K Buy
9,927
+1,370
+16% +$32.1K ﹤0.01% 1582
2022
Q3 		$178K Sell
8,557
-230
-3% -$5.18K ﹤0.01% 1703
2022
Q2 		$196K Buy
8,787
+3,603
+70% +$83.4K ﹤0.01% 1645
2022
Q1 		$133K Buy
5,184
+3,389
+189% +$87.4K ﹤0.01% 1864
2021
Q4 		$43K Buy
1,795
+103
+6% +$2.56K ﹤0.01% 2284
2021
Q3 		$38K Buy
1,692
+661
+64% +$16.4K ﹤0.01% 2276
2021
Q2 		$25K Buy
1,031
+763
+285% +$19.2K ﹤0.01% 2388
2021
Q1 		$5K Sell
268
-84
-24% -$1.68K ﹤0.01% 2904
2020
Q4 		$6K Buy
352
+147
+72% +$2.58K ﹤0.01% 2383
2020
Q3 		$3K Hold
205
– – ﹤0.01% 2352
2020
Q2 		$3K Hold
205
– – ﹤0.01% 2244
2020
Q1 		$3K Sell
205
-1,110
-84% -$22.8K ﹤0.01% 2105
2019
Q4 		$30K Buy
1,315
+1,110
+541% +$25.3K ﹤0.01% 1274
2019
Q3 		$5K Buy
+205
New +$4.68K ﹤0.01% 1628
2019
Q2 		– Sell
-1,582
Closed -$33K – 1885
2019
Q1 		$33K Buy
+1,582
New +$32.9K ﹤0.01% 1052

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 $3.38T AUM 44.17% 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

Rockefeller Capital Management's ORI Position: Q2 2026 in Review

Rockefeller Capital Management reduced its Old Republic International (ORI) stake by 4.3% in Q2 2026, selling an estimated $29.9K and leaving 16,659 shares worth $682K. The position accounts for ﹤0.01% of the portfolio, ranked #1919.

Rockefeller Capital Management first reported a position in ORI in Q1 2019 and has held it in 26 quarters since. The position peaked at $695K in Q1 2026. 657 funds tracked by Wall St. Rank hold ORI as of Q2 2026.

  • Rockefeller Capital Management held 16,659 shares of Old Republic International worth $682K as of Q2 2026.
  • Rockefeller Capital Management sold 754 Old Republic International shares in Q2 2026, an estimated $29.9K.
  • Old Republic International made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q2 2026, its #1919 holding.
  • Rockefeller Capital Management first reported a position in Old Republic International in Q1 2019 and has held it in 26 quarters since.
  • Rockefeller Capital Management's Old Republic International position peaked at $695K in Q1 2026.
  • 657 funds tracked by Wall St. Rank held Old Republic International as of Q2 2026.

Based on Rockefeller Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.