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Sagespring Wealth Partners’s Old Republic International ORI Stock Holding History

Sagespring Wealth 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 		$331K Sell
8,086
-1,249
-13% -$49.5K 0.01% 652
2026
Q1 		$372K Sell
9,335
-1,376
-13% -$56.6K 0.01% 582
2025
Q4 		$489K Buy
10,711
+2,885
+37% +$125K 0.01% 480
2025
Q3 		$332K Buy
7,826
+322
+4% +$12.4K 0.01% 573
2025
Q2 		$288K Buy
7,504
+1,029
+16% +$38.7K 0.01% 595
2025
Q1 		$254K Buy
+6,475
New +$237K 0.01% 568

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 $3.37T AUM 44.26% 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

Sagespring Wealth Partners's ORI Position: Q2 2026 in Review

Sagespring Wealth Partners reduced its Old Republic International (ORI) stake by 13% in Q2 2026, selling an estimated $49.5K and leaving 8,086 shares worth $331K. The position accounts for 0.01% of the portfolio, ranked #652.

Sagespring Wealth Partners first reported a position in ORI in Q1 2025 and has held it in 6 quarters since. The position peaked at $489K in Q4 2025. 655 funds tracked by Wall St. Rank hold ORI as of Q2 2026.

  • Sagespring Wealth Partners held 8,086 shares of Old Republic International worth $331K as of Q2 2026.
  • Sagespring Wealth Partners sold 1,249 Old Republic International shares in Q2 2026, an estimated $49.5K.
  • Old Republic International made up 0.01% of Sagespring Wealth Partners's portfolio in Q2 2026, its #652 holding.
  • Sagespring Wealth Partners first reported a position in Old Republic International in Q1 2025 and has held it in 6 quarters since.
  • Sagespring Wealth Partners's Old Republic International position peaked at $489K in Q4 2025.
  • 655 funds tracked by Wall St. Rank held Old Republic International as of Q2 2026.

Based on Sagespring Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.