Sheaff Brock Investment Advisors’s Old Republic International ORI Stock Holding History

Sheaff Brock Investment 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
2025 Q1	$1.2M	Hold	30,500	–	–	0.11%	158
2024 Q4	$1.1M	Hold	30,500	–	–	0.1%	161
2024 Q3	$1.08M	Hold	30,500	–	–	0.09%	161
2024 Q2	$942K	Sell	30,500 -390	-1%	-$11.9K	0.09%	172
2024 Q1	$949K	Hold	30,890	–	–	0.06%	196
2023 Q4	$908K	Hold	30,890	–	–	0.07%	189
2023 Q3	$832K	Hold	30,890	–	–	0.08%	180
2023 Q2	$778K	Hold	30,890	–	–	0.07%	196
2023 Q1	$771K	Hold	30,890	–	–	0.07%	200
2022 Q4	$746K	Hold	30,890	–	–	0.07%	200
2022 Q3	$647K	Hold	30,890	–	–	0.07%	205
2022 Q2	$691K	Hold	30,890	–	–	0.06%	203
2022 Q1	$799K	Hold	30,890	–	–	0.06%	211
2021 Q4	$760K	Buy	30,890 +100	+0.3%	+$2.48K	0.05%	218
2021 Q3	$712K	Buy	30,790 +100	+0.3%	+$2.47K	0.05%	210
2021 Q2	$764K	Hold	30,690	–	–	0.06%	205
2021 Q1	$671K	Buy	30,690 +300	+1%	+$6.01K	0.05%	206
2020 Q4	$599K	Sell	30,390 -681	-2%	-$12K	0.05%	206
2020 Q3	$458K	Buy	+31,071	New	+$497K	0.04%	223
2019 Q2	–	Sell	-81,002	Closed	-$1.7M	–	513
2019 Q1	$1.7M	Buy	81,002 +6	+0%	+$125	0.21%	88
2018 Q4	$1.67M	Buy	+80,996	New	+$1.74M	0.26%	78

Other funds holding ORI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

HCM

Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Sheaff Brock Investment Advisors's ORI Position: Q1 2025 in Review

Sheaff Brock Investment Advisors held its Old Republic International (ORI) position steady in Q1 2025 at 30,500 shares worth $1.2M. The position accounts for 0.11% of the portfolio, ranked #158.

Sheaff Brock Investment Advisors first reported a position in ORI in Q4 2018 and has held it in 21 quarters since. The position peaked at $1.7M in Q1 2019. 606 funds tracked by Wall St. Rank hold ORI as of Q1 2025.

Sheaff Brock Investment Advisors held 30,500 shares of Old Republic International worth $1.2M as of Q1 2025.
Sheaff Brock Investment Advisors left its Old Republic International share count unchanged in Q1 2025.
Old Republic International made up 0.11% of Sheaff Brock Investment Advisors's portfolio in Q1 2025, its #158 holding.
Sheaff Brock Investment Advisors first reported a position in Old Republic International in Q4 2018 and has held it in 21 quarters since.
Sheaff Brock Investment Advisors's Old Republic International position peaked at $1.7M in Q1 2019.
606 funds tracked by Wall St. Rank held Old Republic International as of Q1 2025.

Based on Sheaff Brock Investment Advisors's 13F filing for Q1 2025, filed 7 May 2025.