SFMG Wealth Advisors’s Old Republic International ORI Stock Holding History

SFMG Wealth Advisors’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	$328K	Buy	8,009 +2	+0%	+$79	0.02%	241
2026 Q1	$319K	Buy	8,007 +214	+3%	+$8.8K	0.02%	243
2025 Q4	$356K	Hold	7,793	–	–	0.02%	224
2025 Q3	$331K	Hold	7,793	–	–	0.02%	220
2025 Q2	$300K	Hold	7,793	–	–	0.02%	211
2025 Q1	$306K	Hold	7,793	–	–	0.02%	197
2024 Q4	$282K	Hold	7,793	–	–	0.02%	206
2024 Q3	$276K	Sell	7,793 -1,000	-11%	-$33.8K	0.02%	207
2024 Q2	$272K	Hold	8,793	–	–	0.02%	205
2024 Q1	$270K	Hold	8,793	–	–	0.02%	208
2023 Q4	$259K	Hold	8,793	–	–	0.02%	208
2023 Q3	$237K	Hold	8,793	–	–	0.02%	205
2023 Q2	$221K	Hold	8,793	–	–	0.02%	215
2023 Q1	$220K	Hold	8,793	–	–	0.02%	219
2022 Q4	$212K	Buy	+8,793	New	+$206K	0.02%	222
2022 Q2	–	Sell	-8,793	Closed	-$227K	–	300
2022 Q1	$227K	Hold	8,793	–	–	0.02%	246
2021 Q4	$216K	Hold	8,793	–	–	0.02%	258
2021 Q3	$203K	Hold	8,793	–	–	0.02%	240
2021 Q2	$219K	Buy	+8,793	New	+$221K	0.02%	229
2019 Q4	–	Sell	-8,793	Closed	-$207K	–	175
2019 Q3	$207K	Hold	8,793	–	–	0.03%	146
2019 Q2	$201K	Buy	+8,793	New	+$194K	0.03%	144
2015 Q2	–	Sell	-17,586	Closed	-$263K	–	153
2015 Q1	$263K	Buy	+17,586	New	+$258K	0.02%	143

Other funds holding ORI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

SFMG Wealth Advisors's ORI Position: Q2 2026 in Review

SFMG Wealth Advisors increased its Old Republic International (ORI) stake by 0.02% in Q2 2026, buying an estimated $79 and bringing the position to 8,009 shares worth $328K. The position accounts for 0.02% of the portfolio, ranked #241.

SFMG Wealth Advisors first reported a position in ORI in Q1 2015 and has held it in 22 quarters since. The position peaked at $356K in Q4 2025. 654 funds tracked by Wall St. Rank hold ORI as of Q2 2026.

SFMG Wealth Advisors held 8,009 shares of Old Republic International worth $328K as of Q2 2026.
SFMG Wealth Advisors bought 2 Old Republic International shares in Q2 2026, an estimated $79.
Old Republic International made up 0.02% of SFMG Wealth Advisors's portfolio in Q2 2026, its #241 holding.
SFMG Wealth Advisors first reported a position in Old Republic International in Q1 2015 and has held it in 22 quarters since.
SFMG Wealth Advisors's Old Republic International position peaked at $356K in Q4 2025.
654 funds tracked by Wall St. Rank held Old Republic International as of Q2 2026.

Based on SFMG Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.