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Sowell Financial Services’s Old Republic International ORI Stock Holding History

Sowell Financial Services’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
2024
Q4 		– Sell
-11,714
Closed -$415K – 576
2024
Q3 		$415K Sell
11,714
-1,456
-11% -$49.3K 0.02% 465
2024
Q2 		$407K Sell
13,170
-1,329
-9% -$40.7K 0.02% 460
2024
Q1 		$445K Sell
14,499
-934
-6% -$27.1K 0.02% 468
2023
Q4 		$454K Sell
15,433
-2,170
-12% -$61K 0.02% 443
2023
Q3 		$474K Sell
17,603
-3,831
-18% -$103K 0.03% 410
2023
Q2 		$539K Buy
+21,434
New +$537K 0.03% 442
2023
Q1 		– Sell
-31,714
Closed -$766K – 814
2022
Q4 		$766K Buy
+31,714
New +$744K 0.05% 359
2022
Q1 		– Sell
-25,155
Closed -$618K – 401
2021
Q4 		$618K Buy
25,155
+8,395
+50% +$208K 0.04% 407
2021
Q3 		$413K Sell
16,760
-1,264
-7% -$31.3K 0.03% 420
2021
Q2 		$449K Sell
18,024
-5,342
-23% -$134K 0.03% 433
2021
Q1 		$606K Buy
23,366
+15,746
+207% +$316K 0.02% 574
2020
Q4 		$150K Buy
7,620
+6,123
+409% +$108K 0.01% 976
2020
Q3 		$22K Buy
1,497
+1,322
+755% +$21.1K ﹤0.01% 1518
2020
Q2 		$3K Sell
175
-409
-70% -$6.46K ﹤0.01% 2067
2020
Q1 		$9K Sell
584
-141
-19% -$2.9K ﹤0.01% 1643
2019
Q4 		$16K Buy
725
+59
+9% +$1.34K ﹤0.01% 1515
2019
Q3 		$16K Buy
+666
New +$15.2K ﹤0.01% 1366

Other funds holding ORI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Sowell Financial Services's ORI Position: Q4 2024 in Review

Sowell Financial Services sold out of Old Republic International (ORI) in Q4 2024, closing a stake of 11,714 shares — an estimated $415K sold.

Sowell Financial Services first reported a position in ORI in Q3 2019 and held it in 17 quarters. The position peaked at $766K in Q4 2022. 586 funds tracked by Wall St. Rank hold ORI as of Q4 2024.

  • Sowell Financial Services reported no remaining Old Republic International position as of Q4 2024 after selling out during the quarter.
  • Sowell Financial Services sold 11,714 Old Republic International shares in Q4 2024, an estimated $415K.
  • Sowell Financial Services first reported a position in Old Republic International in Q3 2019 and held it in 17 quarters.
  • Sowell Financial Services's Old Republic International position peaked at $766K in Q4 2022.
  • 586 funds tracked by Wall St. Rank held Old Republic International as of Q4 2024.

Based on Sowell Financial Services's 13F filing for Q4 2024, filed 7 Feb 2025.