Strategic Wealth Partners’s Old Republic International ORI Stock Holding History

Strategic Wealth Partners’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	$186K	Hold	4,651	–	–	0.01%	314
2025 Q4	$212K	Hold	4,651	–	–	0.01%	307
2025 Q3	$198K	Hold	4,651	–	–	0.01%	336
2025 Q2	$179K	Buy	+4,651	New	+$175K	0.01%	328
2018 Q2	–	Sell	-15,990	Closed	-$343K	–	806
2018 Q1	$343K	Sell	15,990 -4,850	-23%	-$101K	0.18%	129
2017 Q4	$434K	Buy	+20,840	New	+$426K	0.24%	114

Other funds holding ORI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Strategic Wealth Partners's ORI Position: Q1 2026 in Review

Strategic Wealth Partners held its Old Republic International (ORI) position steady in Q1 2026 at 4,651 shares worth $186K. The position accounts for 0.01% of the portfolio, ranked #314.

Strategic Wealth Partners first reported a position in ORI in Q4 2017 and has held it in 6 quarters since. The position peaked at $434K in Q4 2017. 653 funds tracked by Wall St. Rank hold ORI as of Q1 2026.

Strategic Wealth Partners held 4,651 shares of Old Republic International worth $186K as of Q1 2026.
Strategic Wealth Partners left its Old Republic International share count unchanged in Q1 2026.
Old Republic International made up 0.01% of Strategic Wealth Partners's portfolio in Q1 2026, its #314 holding.
Strategic Wealth Partners first reported a position in Old Republic International in Q4 2017 and has held it in 6 quarters since.
Strategic Wealth Partners's Old Republic International position peaked at $434K in Q4 2017.
653 funds tracked by Wall St. Rank held Old Republic International as of Q1 2026.

Based on Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.