Ruggaard & Associates’s Old Republic International ORI Stock Holding History

Ruggaard & Associates’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 Q1	$839K	Sell	21,038 -254	-1%	-$10.4K	0.33%	49
2025 Q4	$972K	Buy	21,292 +404	+2%	+$17.5K	0.38%	37
2025 Q3	$887K	Sell	20,888 -8	-0%	-$309	0.33%	44
2025 Q2	$803K	Buy	20,896 +87	+0.4%	+$3.27K	0.32%	41
2025 Q1	$816K	Hold	20,809	–	–	0.36%	37
2024 Q4	$753K	Sell	20,809 -127	-0.6%	-$4.63K	0.33%	38
2024 Q3	$742K	Sell	20,936 -1,100	-5%	-$37.2K	0.32%	40
2024 Q2	$681K	Hold	22,036	–	–	0.31%	41
2024 Q1	$677K	Sell	22,036 -1,730	-7%	-$50.3K	0.32%	40
2023 Q4	$699K	Hold	23,766	–	–	0.37%	36
2023 Q3	$640K	Hold	23,766	–	–	0.38%	37
2023 Q2	$598K	Hold	23,766	–	–	0.35%	41
2023 Q1	$593K	Buy	+23,766	New	+$598K	0.37%	36

Other funds holding ORI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Ruggaard & Associates's ORI Position: Q1 2026 in Review

Ruggaard & Associates reduced its Old Republic International (ORI) stake by 1.2% in Q1 2026, selling an estimated $10.4K and leaving 21,038 shares worth $839K. The position accounts for 0.33% of the portfolio, ranked #49.

Ruggaard & Associates first reported a position in ORI in Q1 2023 and has held it in 13 quarters since. The position peaked at $972K in Q4 2025. 653 funds tracked by Wall St. Rank hold ORI as of Q1 2026.

Ruggaard & Associates held 21,038 shares of Old Republic International worth $839K as of Q1 2026.
Ruggaard & Associates sold 254 Old Republic International shares in Q1 2026, an estimated $10.4K.
Old Republic International made up 0.33% of Ruggaard & Associates's portfolio in Q1 2026, its #49 holding.
Ruggaard & Associates first reported a position in Old Republic International in Q1 2023 and has held it in 13 quarters since.
Ruggaard & Associates's Old Republic International position peaked at $972K in Q4 2025.
653 funds tracked by Wall St. Rank held Old Republic International as of Q1 2026.

Based on Ruggaard & Associates's 13F filing for Q1 2026, filed 26 May 2026.