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Steel Grove Capital Advisors’s Old Republic International ORI Stock Holding History

Steel Grove Capital 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 		– Sell
-53,878
Closed -$1.95M – 184
2024
Q4 		$1.95M Sell
53,878
-3,345
-6% -$122K 0.27% 42
2024
Q3 		$2.02M Sell
57,223
-2,952
-5% -$99.9K 0.28% 42
2024
Q2 		$1.86M Sell
60,175
-7,077
-11% -$217K 0.26% 45
2024
Q1 		$2.07M Sell
67,252
-3,239
-5% -$94.1K 0.28% 44
2023
Q4 		$2.07M Sell
70,491
-9,033
-11% -$254K 0.28% 44
2023
Q3 		$2.14M Sell
79,524
-3,319
-4% -$89.5K 0.29% 42
2023
Q2 		$2.09M Buy
82,843
+2,917
+4% +$73.1K 0.26% 50
2023
Q1 		$2M Buy
79,926
+3,902
+5% +$98.2K 0.27% 59
2022
Q4 		$1.84M Sell
76,024
-2,637
-3% -$61.8K 0.26% 60
2022
Q3 		$1.65M Buy
78,661
+7,592
+11% +$171K 0.29% 55
2022
Q2 		$1.59M Buy
71,069
+4,339
+7% +$100K 0.29% 54
2022
Q1 		$1.73M Buy
+66,730
New +$1.72M 0.27% 57
2019
Q1 		– Sell
-145,974
Closed -$3M – 232
2018
Q4 		$3M Sell
145,974
-142,705
-49% -$3.06M 0.42% 74
2018
Q3 		$6.46M Buy
288,679
+47,451
+20% +$1.02M 0.9% 42
2018
Q2 		$4.8M Sell
241,228
-45,085
-16% -$944K 0.77% 56
2018
Q1 		$6.14M Buy
+286,313
New +$5.94M 0.96% 43

Other funds holding ORI

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Dimensional Fund Advisors
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Steel Grove Capital Advisors's ORI Position: Q1 2025 in Review

Steel Grove Capital Advisors sold out of Old Republic International (ORI) in Q1 2025, closing a stake of 53,878 shares — an estimated $1.95M sold.

Steel Grove Capital Advisors first reported a position in ORI in Q1 2018 and held it in 16 quarters. The position peaked at $6.46M in Q3 2018. 606 funds tracked by Wall St. Rank hold ORI as of Q1 2025.

  • Steel Grove Capital Advisors reported no remaining Old Republic International position as of Q1 2025 after selling out during the quarter.
  • Steel Grove Capital Advisors sold 53,878 Old Republic International shares in Q1 2025, an estimated $1.95M.
  • Steel Grove Capital Advisors first reported a position in Old Republic International in Q1 2018 and held it in 16 quarters.
  • Steel Grove Capital Advisors's Old Republic International position peaked at $6.46M in Q3 2018.
  • 606 funds tracked by Wall St. Rank held Old Republic International as of Q1 2025.

Based on Steel Grove Capital Advisors's 13F filing for Q1 2025, filed 21 Apr 2025.