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Steward Partners Investment Advisory’s Old Republic International ORI Stock Holding History

Steward Partners Investment Advisory’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
Q2 		$341K Sell
8,330
-794
-9% -$31.5K ﹤0.01% 1935
2026
Q1 		$364K Sell
9,124
-218
-2% -$8.96K ﹤0.01% 1689
2025
Q4 		$426K Sell
9,342
-198
-2% -$8.59K ﹤0.01% 1518
2025
Q3 		$405K Sell
9,540
-291
-3% -$11.2K ﹤0.01% 1490
2025
Q2 		$378K Buy
9,831
+86
+0.9% +$3.24K ﹤0.01% 1435
2025
Q1 		$382K Buy
9,745
+1,038
+12% +$38.1K ﹤0.01% 1333
2024
Q4 		$315K Buy
8,707
+583
+7% +$21.3K ﹤0.01% 1381
2024
Q3 		$288K Buy
8,124
+1,973
+32% +$66.8K ﹤0.01% 1354
2024
Q2 		$190K Sell
6,151
-9,807
-61% -$300K ﹤0.01% 1473
2024
Q1 		$490K Buy
15,958
+5,989
+60% +$174K 0.01% 1062
2023
Q4 		$293K Sell
9,969
-468
-4% -$13.2K ﹤0.01% 1228
2023
Q3 		$281K Buy
10,437
+3,271
+46% +$88.2K ﹤0.01% 1142
2023
Q2 		$180K Sell
7,166
-2,093
-23% -$52.4K ﹤0.01% 1333
2023
Q1 		$231K Sell
9,259
-27
-0.3% -$680 ﹤0.01% 1215
2022
Q4 		$224K Sell
9,286
-558
-6% -$13.1K ﹤0.01% 1193
2022
Q3 		$206K Buy
9,844
+42
+0.4% +$945 ﹤0.01% 1190
2022
Q2 		$219K Sell
9,802
-1,508
-13% -$34.9K ﹤0.01% 1179
2022
Q1 		$293K Buy
11,310
+1,344
+13% +$34.7K ﹤0.01% 1151
2021
Q4 		$245K Buy
9,966
+535
+6% +$13.3K ﹤0.01% 1227
2021
Q3 		$218K Sell
9,431
-2,009
-18% -$49.7K ﹤0.01% 1239
2021
Q2 		$285K Sell
11,440
-14,433
-56% -$362K ﹤0.01% 1217
2021
Q1 		$565K Buy
25,873
+4,577
+21% +$91.7K 0.01% 844
2020
Q4 		$420K Buy
21,296
+3,772
+22% +$66.2K 0.01% 807
2020
Q3 		$258K Buy
17,524
+5,266
+43% +$84.2K 0.01% 858
2020
Q2 		$200K Buy
12,258
+8,433
+220% +$133K 0.01% 882
2020
Q1 		$58K Sell
3,825
-892
-19% -$18.3K ﹤0.01% 1207
2019
Q4 		$105K Sell
4,717
-195
-4% -$4.44K ﹤0.01% 1121
2019
Q3 		$115K Sell
4,912
-6
-0.1% -$137 ﹤0.01% 1035
2019
Q2 		$110K Buy
+4,918
New +$108K ﹤0.01% 1019
2019
Q1 		– Sell
-128,596
Closed -$2.65M – 823
2018
Q4 		$2.65M Sell
128,596
-480
-0.4% -$10.3K 0.13% 181
2018
Q3 		$2.89M Buy
129,076
+543
+0.4% +$11.7K 0.14% 164
2018
Q2 		$2.56M Buy
128,533
+5,170
+4% +$108K 0.15% 159
2018
Q1 		$2.65M Buy
123,363
+119,714
+3,281% +$2.48M 0.18% 130
2017
Q4 		$78K Buy
3,649
+1,100
+43% +$22.5K 0.01% 699
2017
Q3 		$50K Sell
2,549
-403
-14% -$7.81K 0.01% 696
2017
Q2 		$57K Hold
2,952
– – 0.01% 597
2017
Q1 		$60K Buy
2,952
+1,563
+113% +$31.6K 0.01% 517
2016
Q4 		$26K Buy
+1,389
New +$25K 0.01% 415

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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Steward Partners Investment Advisory's ORI Position: Q2 2026 in Review

Steward Partners Investment Advisory reduced its Old Republic International (ORI) stake by 8.7% in Q2 2026, selling an estimated $31.5K and leaving 8,330 shares worth $341K. The position accounts for ﹤0.01% of the portfolio, ranked #1935.

Steward Partners Investment Advisory first reported a position in ORI in Q4 2016 and has held it in 38 quarters since. The position peaked at $2.89M in Q3 2018. 653 funds tracked by Wall St. Rank hold ORI as of Q2 2026.

  • Steward Partners Investment Advisory held 8,330 shares of Old Republic International worth $341K as of Q2 2026.
  • Steward Partners Investment Advisory sold 794 Old Republic International shares in Q2 2026, an estimated $31.5K.
  • Old Republic International made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #1935 holding.
  • Steward Partners Investment Advisory first reported a position in Old Republic International in Q4 2016 and has held it in 38 quarters since.
  • Steward Partners Investment Advisory's Old Republic International position peaked at $2.89M in Q3 2018.
  • 653 funds tracked by Wall St. Rank held Old Republic International as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.