Root Financial Partners
ORI icon

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
Q3 		$61.9K Buy
+1,659
New +$68.9K ﹤0.01% 974
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

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Hamlin Capital Management
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return

Root Financial Partners's ORI Position: Q3 2026 in Review

Root Financial Partners opened a new position in Old Republic International (ORI) in Q3 2026: 1,659 shares worth $61.9K. The stake represents ﹤0.01% of the portfolio and ranks #974 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in ORI as recently as Q1 2026.

Root Financial Partners first reported a position in ORI in Q3 2025 and has held it in 4 quarters since. The position peaked at $62.9K in Q4 2025. 526 funds tracked by Wall St. Rank hold ORI as of Q3 2026.

  • Root Financial Partners held 1,659 shares of Old Republic International worth $61.9K as of Q3 2026.
  • Old Republic International was a new Root Financial Partners position in Q3 2026.
  • Old Republic International made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #974 holding.
  • Root Financial Partners first reported a position in Old Republic International in Q3 2025 and has held it in 4 quarters since.
  • Root Financial Partners's Old Republic International position peaked at $62.9K in Q4 2025.
  • 526 funds tracked by Wall St. Rank held Old Republic International as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.