SWP
ORI icon

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
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 $5.72T AUM 30.48% 1-Year Est. Return
Bank of New York Mellon
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
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Sagespring Wealth Partners's ORI Position: Q1 2026 in Review

Sagespring Wealth Partners reduced its Old Republic International (ORI) stake by 13% in Q1 2026, selling an estimated $56.6K and leaving 9,335 shares worth $372K. The position accounts for 0.01% of the portfolio, ranked #582.

Sagespring Wealth Partners first reported a position in ORI in Q1 2025 and has held it in 5 quarters since. The position peaked at $489K in Q4 2025. 654 funds tracked by Wall St. Rank hold ORI as of Q1 2026.

  • Sagespring Wealth Partners held 9,335 shares of Old Republic International worth $372K as of Q1 2026.
  • Sagespring Wealth Partners sold 1,376 Old Republic International shares in Q1 2026, an estimated $56.6K.
  • Old Republic International made up 0.01% of Sagespring Wealth Partners's portfolio in Q1 2026, its #582 holding.
  • Sagespring Wealth Partners first reported a position in Old Republic International in Q1 2025 and has held it in 5 quarters since.
  • Sagespring Wealth Partners's Old Republic International position peaked at $489K in Q4 2025.
  • 654 funds tracked by Wall St. Rank held Old Republic International as of Q1 2026.

Based on Sagespring Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.