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Steward Financial Group’s Old Republic International ORI Stock Holding History

Steward Financial Group’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
2023
Q3 		$7K Buy
+274
New +$7.39K ﹤0.01% 505
2022
Q3 		– Sell
-123
Closed -$2K – 945
2022
Q2 		$2K Buy
+123
New +$2.85K ﹤0.01% 591

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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Steward Financial Group's ORI Position: Q3 2023 in Review

Steward Financial Group opened a new position in Old Republic International (ORI) in Q3 2023: 274 shares worth $7K. The stake represents ﹤0.01% of the portfolio and ranks #505 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in ORI as recently as Q2 2022.

Steward Financial Group first reported a position in ORI in Q2 2022 and has held it in 2 quarters since. 514 funds tracked by Wall St. Rank hold ORI as of Q3 2023.

  • Steward Financial Group held 274 shares of Old Republic International worth $7K as of Q3 2023.
  • Old Republic International was a new Steward Financial Group position in Q3 2023.
  • Old Republic International made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #505 holding.
  • Steward Financial Group first reported a position in Old Republic International in Q2 2022 and has held it in 2 quarters since.
  • 514 funds tracked by Wall St. Rank held Old Republic International as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.