SWM
ORI icon

SeaCrest Wealth Management’s Old Republic International ORI Stock Holding History

SeaCrest Wealth Management’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 		– Sell
-6,248
Closed -$249K – 631
2026
Q1 		$249K Hold
6,248
– – 0.03% 525
2025
Q4 		$267K Sell
6,248
-1,621
-21% -$70.4K 0.03% 497
2025
Q3 		$341K Buy
7,869
+597
+8% +$23K 0.04% 426
2025
Q2 		$280K Hold
7,272
– – 0.03% 474
2025
Q1 		$285K Hold
7,272
– – 0.03% 494
2024
Q4 		$263K Sell
7,272
-169
-2% -$6.17K 0.03% 532
2024
Q3 		$264K Buy
7,441
+2
+0% +$68 0.03% 529
2024
Q2 		$230K Hold
7,439
– – 0.03% 545
2024
Q1 		$229K Sell
7,439
-470
-6% -$13.7K 0.03% 537
2023
Q4 		$236K Hold
7,909
– – 0.03% 533
2023
Q3 		$213K Buy
+7,909
New +$213K 0.03% 550
2022
Q3 		– Sell
-5,366
Closed -$120K – 1224
2022
Q2 		$120K Buy
+5,366
New +$124K 0.02% 788
2020
Q1 		– Sell
-8,922
Closed -$200K – 565
2019
Q4 		$200K Sell
8,922
-209
-2% -$4.76K 0.03% 510
2019
Q3 		$215K Buy
+9,131
New +$208K 0.04% 474
2019
Q2 		– Sell
-7,716
Closed -$161K – 1436
2019
Q1 		$161K Buy
7,716
+490
+7% +$10.2K 0.03% 532
2018
Q4 		$149K Sell
7,226
-3,130
-30% -$67K 0.03% 519
2018
Q3 		$232K Buy
10,356
+4
+0% +$86 0.04% 453
2018
Q2 		$206K Buy
10,352
+96
+0.9% +$2.01K 0.04% 479
2018
Q1 		$220K Buy
10,256
+619
+6% +$12.8K 0.04% 460
2017
Q4 		$206K Buy
+9,637
New +$197K 0.04% 480

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

SeaCrest Wealth Management's ORI Position: Q2 2026 in Review

SeaCrest Wealth Management sold out of Old Republic International (ORI) in Q2 2026, closing a stake of 6,248 shares — an estimated $249K sold.

SeaCrest Wealth Management first reported a position in ORI in Q4 2017 and held it in 20 quarters. The position peaked at $341K in Q3 2025. 652 funds tracked by Wall St. Rank hold ORI as of Q2 2026.

  • SeaCrest Wealth Management reported no remaining Old Republic International position as of Q2 2026 after selling out during the quarter.
  • SeaCrest Wealth Management sold 6,248 Old Republic International shares in Q2 2026, an estimated $249K.
  • SeaCrest Wealth Management first reported a position in Old Republic International in Q4 2017 and held it in 20 quarters.
  • SeaCrest Wealth Management's Old Republic International position peaked at $341K in Q3 2025.
  • 652 funds tracked by Wall St. Rank held Old Republic International as of Q2 2026.

Based on SeaCrest Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.