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Root Financial Partners’s Old Republic International ORI Stock Holding History

Root Financial Partners’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 		– Sell
-1,576
Closed -$62.9K – 2317
2026
Q1 		$62.9K Buy
1,576
+197
+14% +$8.1K ﹤0.01% 764
2025
Q4 		$62.9K Buy
1,379
+101
+8% +$4.38K ﹤0.01% 627
2025
Q3 		$54.3K Buy
+1,278
New +$49.3K ﹤0.01% 641

Other funds holding ORI

HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
NSIM
North Star Investment Management Chicago, Illinois $1.84B AUM 28.81% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
P
Paradiem Covington, Louisiana $464M AUM 45.56% 1-Year Est. Return
BWL
Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return
EAM
EULAV Asset Management Sarasota, Florida $3.13B AUM 23.04% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

Root Financial Partners's ORI Position: Q2 2026 in Review

Root Financial Partners sold out of Old Republic International (ORI) in Q2 2026, closing a stake of 1,576 shares — an estimated $62.9K sold.

Root Financial Partners first reported a position in ORI in Q3 2025 and held it in 3 quarters. The position peaked at $62.9K in Q4 2025. 205 funds tracked by Wall St. Rank hold ORI as of Q2 2026.

  • Root Financial Partners reported no remaining Old Republic International position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 1,576 Old Republic International shares in Q2 2026, an estimated $62.9K.
  • Root Financial Partners first reported a position in Old Republic International in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Old Republic International position peaked at $62.9K in Q4 2025.
  • 205 funds tracked by Wall St. Rank held Old Republic International as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.