Shepherd Financial Partners’s Old Republic International ORI Stock Holding History

Shepherd Financial Partners’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	$263K	Buy	6,592 +62	+0.9%	+$2.55K	0.03%	212
2025 Q4	$298K	Buy	6,530 +6	+0.1%	+$260	0.03%	204
2025 Q3	$277K	Buy	6,524 +6	+0.1%	+$231	0.03%	208
2025 Q2	$251K	Buy	6,518 +7	+0.1%	+$263	0.03%	218
2025 Q1	$255K	Buy	6,511 +56	+0.9%	+$2.05K	0.03%	208
2024 Q4	$234K	Buy	6,455 +6	+0.1%	+$219	0.03%	203
2024 Q3	$228K	Buy	+6,449	New	+$218K	0.03%	206

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

Shepherd Financial Partners's ORI Position: Q1 2026 in Review

Shepherd Financial Partners increased its Old Republic International (ORI) stake by 0.95% in Q1 2026, buying an estimated $2.55K and bringing the position to 6,592 shares worth $263K. The position accounts for 0.03% of the portfolio, ranked #212.

Shepherd Financial Partners first reported a position in ORI in Q3 2024 and has held it in 7 quarters since. The position peaked at $298K in Q4 2025. 653 funds tracked by Wall St. Rank hold ORI as of Q1 2026.

Shepherd Financial Partners held 6,592 shares of Old Republic International worth $263K as of Q1 2026.
Shepherd Financial Partners bought 62 Old Republic International shares in Q1 2026, an estimated $2.55K.
Old Republic International made up 0.03% of Shepherd Financial Partners's portfolio in Q1 2026, its #212 holding.
Shepherd Financial Partners first reported a position in Old Republic International in Q3 2024 and has held it in 7 quarters since.
Shepherd Financial Partners's Old Republic International position peaked at $298K in Q4 2025.
653 funds tracked by Wall St. Rank held Old Republic International as of Q1 2026.

Based on Shepherd Financial Partners's 13F filing for Q1 2026, filed 11 May 2026.