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Summit Financial’s Old Republic International ORI Stock Holding History

Summit Financial’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 		$1.39M Buy
34,946
+11,315
+48% +$465K 0.02% 675
2025
Q4 		$1.08M Sell
23,631
-1,240
-5% -$53.8K 0.02% 645
2025
Q3 		$1.06M Sell
24,871
-761
-3% -$29.4K 0.02% 636
2025
Q2 		$985K Buy
25,632
+205
+0.8% +$7.71K 0.02% 416
2025
Q1 		$997K Buy
25,427
+19,410
+323% +$712K 0.03% 373
2024
Q4 		$218K Buy
6,017
+347
+6% +$12.7K 0.01% 607
2024
Q3 		$201K Sell
5,670
-863
-13% -$29.2K 0.01% 528
2024
Q2 		$202K Buy
+6,533
New +$200K 0.01% 475

Other funds holding ORI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of New York Mellon
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
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Summit Financial's ORI Position: Q1 2026 in Review

Summit Financial increased its Old Republic International (ORI) stake by 48% in Q1 2026, buying an estimated $465K and bringing the position to 34,946 shares worth $1.39M. The position accounts for 0.02% of the portfolio, ranked #675.

Summit Financial first reported a position in ORI in Q2 2024 and has held it in 8 quarters since. 653 funds tracked by Wall St. Rank hold ORI as of Q1 2026.

  • Summit Financial held 34,946 shares of Old Republic International worth $1.39M as of Q1 2026.
  • Summit Financial bought 11,315 Old Republic International shares in Q1 2026, an estimated $465K.
  • Old Republic International made up 0.02% of Summit Financial's portfolio in Q1 2026, its #675 holding.
  • Summit Financial first reported a position in Old Republic International in Q2 2024 and has held it in 8 quarters since.
  • 653 funds tracked by Wall St. Rank held Old Republic International as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.