Shelton Capital Management’s Old Republic International ORI Stock Holding History

Shelton Capital 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 Q1	$304K	Hold	7,626	–	–	0.01%	511
2025 Q4	$348K	Sell	7,626 -439	-5%	-$19.1K	0.01%	452
2025 Q3	$343K	Sell	8,065 -312	-4%	-$12K	0.01%	460
2025 Q2	$322K	Hold	8,377	–	–	0.01%	460
2025 Q1	$329K	Sell	8,377 -599	-7%	-$22K	0.01%	439
2024 Q4	$325K	Sell	8,976 -1,159	-11%	-$42.3K	0.01%	470
2024 Q3	$359K	Hold	10,135	–	–	0.01%	428
2024 Q2	$313K	Sell	10,135 -1,111	-10%	-$34K	0.01%	470
2024 Q1	$345K	Hold	11,246	–	–	0.01%	471
2023 Q4	$331K	Sell	11,246 -1,788	-14%	-$50.3K	0.01%	449
2023 Q3	$351K	Hold	13,034	–	–	0.01%	399
2023 Q2	$328K	Sell	13,034 -822	-6%	-$20.6K	0.01%	453
2023 Q1	$346K	Sell	13,856 -506	-4%	-$12.7K	0.01%	406
2022 Q4	$347K	Sell	14,362 -708	-5%	-$16.6K	0.04%	376
2022 Q3	$315K	Hold	15,070	–	–	0.02%	424
2022 Q2	$337K	Hold	15,070	–	–	0.02%	427
2022 Q1	$390K	Hold	15,070	–	–	0.01%	442
2021 Q4	$370K	Sell	15,070 -602	-4%	-$14.9K	0.01%	468
2021 Q3	$362K	Hold	15,672	–	–	0.01%	476
2021 Q2	$390K	Hold	15,672	–	–	0.01%	450
2021 Q1	$342K	Sell	15,672 -955	-6%	-$19.1K	0.01%	501
2020 Q4	$328K	Hold	16,627	–	–	0.01%	462
2020 Q3	$245K	Hold	16,627	–	–	0.01%	601
2020 Q2	$271K	Sell	16,627 -718	-4%	-$11.3K	0.01%	482
2020 Q1	$265K	Hold	17,345	–	–	0.02%	435
2019 Q4	$388K	Hold	17,345	–	–	0.02%	432
2019 Q3	$409K	Hold	17,345	–	–	0.02%	405
2019 Q2	$388K	Buy	17,345 +16,982	+4,678%	+$374K	0.02%	430
2019 Q1	$17.3K	Sell	363 -16,982	-98%	-$353K	0.07%	250
2018 Q4	$357K	Hold	17,345	–	–	0.02%	405
2018 Q3	$388K	Hold	17,345	–	–	0.02%	454
2018 Q2	$345K	Hold	17,345	–	–	0.02%	493
2018 Q1	$372K	Sell	17,345 -1,132	-6%	-$23.5K	0.02%	455
2017 Q4	$395K	Hold	18,477	–	–	0.03%	452
2017 Q3	$364K	Hold	18,477	–	–	0.02%	479
2017 Q2	$361K	Hold	18,477	–	–	0.03%	480
2017 Q1	$378K	Sell	18,477 -4,767	-21%	-$96.2K	0.03%	470
2016 Q4	$442K	Hold	23,244	–	–	0.03%	416
2016 Q3	$410K	Hold	23,244	–	–	0.03%	447
2016 Q2	$448K	Hold	23,244	–	–	0.04%	407
2016 Q1	$425K	Hold	23,244	–	–	0.04%	419
2015 Q4	$433K	Hold	23,244	–	–	0.04%	397
2015 Q3	$364K	Hold	23,244	–	–	0.04%	451
2015 Q2	$363K	Hold	23,244	–	–	0.04%	500
2015 Q1	$347K	Sell	23,244 -1,763	-7%	-$25.9K	0.04%	530
2014 Q4	$366K	Sell	25,007 -2,125	-8%	-$31K	0.04%	496
2014 Q3	$387K	Hold	27,132	–	–	0.05%	446
2014 Q2	$449K	Hold	27,132	–	–	0.06%	390
2014 Q1	$445K	Hold	27,132	–	–	0.07%	379
2013 Q4	$469K	Hold	27,132	–	–	0.07%	339
2013 Q3	$418K	Hold	27,132	–	–	0.07%	356
2013 Q2	$349K	Buy	+27,132	New	+$359K	0.06%	386

Other funds holding ORI

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

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

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

Shelton Capital Management's ORI Position: Q1 2026 in Review

Shelton Capital Management held its Old Republic International (ORI) position steady in Q1 2026 at 7,626 shares worth $304K. The position accounts for 0.01% of the portfolio, ranked #511.

Shelton Capital Management first reported a position in ORI in Q2 2013 and has held it in 52 quarters since. The position peaked at $469K in Q4 2013. 653 funds tracked by Wall St. Rank hold ORI as of Q1 2026.

Shelton Capital Management held 7,626 shares of Old Republic International worth $304K as of Q1 2026.
Shelton Capital Management left its Old Republic International share count unchanged in Q1 2026.
Old Republic International made up 0.01% of Shelton Capital Management's portfolio in Q1 2026, its #511 holding.
Shelton Capital Management first reported a position in Old Republic International in Q2 2013 and has held it in 52 quarters since.
Shelton Capital Management's Old Republic International position peaked at $469K in Q4 2013.
653 funds tracked by Wall St. Rank held Old Republic International as of Q1 2026.

Based on Shelton Capital Management's 13F filing for Q1 2026, filed 15 May 2026.