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Summit Securities Group’s Old Republic International ORI Stock Holding History

Summit Securities 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
2026
Q1 		– Sell
-15,800
Closed -$721K – 1294
2025
Q4 		$721K Buy
+15,800
New +$686K 0.09% 153
2024
Q1 		– Sell
-1
Closed – – 778
2023
Q4 		$0 Buy
+1
New +$28 ﹤0.01% 837
2023
Q1 		– Sell
-8,311
Closed -$201K – 1154
2022
Q4 		$201K Buy
+8,311
New +$195K 0.01% 475
2014
Q1 		– Sell
-3,700
Closed -$64K – 533
2013
Q4 		$64K Buy
+3,700
New +$60.7K 0.01% 255

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
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Summit Securities Group's ORI Position: Q1 2026 in Review

Summit Securities Group sold out of Old Republic International (ORI) in Q1 2026, closing a stake of 15,800 shares — an estimated $721K sold.

Summit Securities Group first reported a position in ORI in Q4 2013 and held it in 4 quarters. The position peaked at $721K in Q4 2025. 659 funds tracked by Wall St. Rank hold ORI as of Q1 2026.

  • Summit Securities Group reported no remaining Old Republic International position as of Q1 2026 after selling out during the quarter.
  • Summit Securities Group sold 15,800 Old Republic International shares in Q1 2026, an estimated $721K.
  • Summit Securities Group first reported a position in Old Republic International in Q4 2013 and held it in 4 quarters.
  • Summit Securities Group's Old Republic International position peaked at $721K in Q4 2025.
  • 659 funds tracked by Wall St. Rank held Old Republic International as of Q1 2026.

Based on Summit Securities Group's 13F filing for Q1 2026, filed 30 Apr 2026.