SWM
ORI icon

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

SHP 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
Q1 		$19.9K Hold
500
– – ﹤0.01% 726
2025
Q4 		$22.8K Buy
+500
New +$21.7K ﹤0.01% 659

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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

SHP Wealth Management's ORI Position: Q1 2026 in Review

SHP Wealth Management held its Old Republic International (ORI) position steady in Q1 2026 at 500 shares worth $19.9K. The position accounts for ﹤0.01% of the portfolio, ranked #726.

SHP Wealth Management first reported a position in ORI in Q4 2025 and has held it in 2 quarters since. The position peaked at $22.8K in Q4 2025. 657 funds tracked by Wall St. Rank hold ORI as of Q1 2026.

  • SHP Wealth Management held 500 shares of Old Republic International worth $19.9K as of Q1 2026.
  • SHP Wealth Management left its Old Republic International share count unchanged in Q1 2026.
  • Old Republic International made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #726 holding.
  • SHP Wealth Management first reported a position in Old Republic International in Q4 2025 and has held it in 2 quarters since.
  • SHP Wealth Management's Old Republic International position peaked at $22.8K in Q4 2025.
  • 657 funds tracked by Wall St. Rank held Old Republic International as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.