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SageView Advisory Group’s Old Republic International ORI Stock Holding History

SageView Advisory Group’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 		$846K Sell
20,670
-285
-1% -$11.3K 0.03% 267
2026
Q1 		$836K Sell
20,955
-405
-2% -$16.6K 0.03% 257
2025
Q4 		$975K Buy
21,360
+2,610
+14% +$113K 0.03% 259
2025
Q3 		$796K Buy
18,750
+135
+0.7% +$5.21K 0.03% 294
2025
Q2 		$669K Buy
18,615
+65
+0.4% +$2.45K 0.03% 312
2025
Q1 		$728K Hold
18,550
– – 0.03% 272
2024
Q4 		$671K Sell
18,550
-5
-0% -$182 0.03% 289
2024
Q3 		$657K Buy
18,555
+5
+0% +$169 0.03% 256
2024
Q2 		$573K Buy
+18,550
New +$568K 0.03% 313
2024
Q1 		– Sell
-18,550
Closed -$524K – 707
2023
Q4 		$524K Hold
18,550
– – 0.02% 382
2023
Q3 		$500K Hold
18,550
– – 0.03% 328
2023
Q2 		$467K Hold
18,550
– – 0.03% 365
2023
Q1 		$463K Hold
18,550
– – 0.03% 323
2022
Q4 		$448K Buy
+18,550
New +$435K 0.04% 254

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

SageView Advisory Group's ORI Position: Q2 2026 in Review

SageView Advisory Group reduced its Old Republic International (ORI) stake by 1.4% in Q2 2026, selling an estimated $11.3K and leaving 20,670 shares worth $846K. The position accounts for 0.03% of the portfolio, ranked #267.

SageView Advisory Group first reported a position in ORI in Q4 2022 and has held it in 14 quarters since. The position peaked at $975K in Q4 2025. 654 funds tracked by Wall St. Rank hold ORI as of Q2 2026.

  • SageView Advisory Group held 20,670 shares of Old Republic International worth $846K as of Q2 2026.
  • SageView Advisory Group sold 285 Old Republic International shares in Q2 2026, an estimated $11.3K.
  • Old Republic International made up 0.03% of SageView Advisory Group's portfolio in Q2 2026, its #267 holding.
  • SageView Advisory Group first reported a position in Old Republic International in Q4 2022 and has held it in 14 quarters since.
  • SageView Advisory Group's Old Republic International position peaked at $975K in Q4 2025.
  • 654 funds tracked by Wall St. Rank held Old Republic International as of Q2 2026.

Based on SageView Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.