Summit Trail Advisors’s Old Republic International ORI Stock Holding History

Summit Trail Advisors’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	$1.62M	Sell	39,673 -1,737	-4%	-$68.8K	0.02%	738
2026 Q1	$1.65M	Buy	41,410 +13,285	+47%	+$546K	0.02%	670
2025 Q4	$1.28M	Sell	28,125 -60	-0.2%	-$2.6K	0.02%	668
2025 Q3	$1.2M	Buy	28,185 +20,682	+276%	+$798K	0.02%	725
2025 Q2	$288K	Buy	+7,503	New	+$282K	0.01%	938
2018 Q1	–	Sell	-1,196	Closed	-$24K	–	1289
2017 Q4	$24K	Buy	+1,196	New	+$24.4K	﹤0.01%	996

Other funds holding ORI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Summit Trail Advisors's ORI Position: Q2 2026 in Review

Summit Trail Advisors reduced its Old Republic International (ORI) stake by 4.2% in Q2 2026, selling an estimated $68.8K and leaving 39,673 shares worth $1.62M. The position accounts for 0.02% of the portfolio, ranked #738.

Summit Trail Advisors first reported a position in ORI in Q4 2017 and has held it in 6 quarters since. The position peaked at $1.65M in Q1 2026. 654 funds tracked by Wall St. Rank hold ORI as of Q2 2026.

Summit Trail Advisors held 39,673 shares of Old Republic International worth $1.62M as of Q2 2026.
Summit Trail Advisors sold 1,737 Old Republic International shares in Q2 2026, an estimated $68.8K.
Old Republic International made up 0.02% of Summit Trail Advisors's portfolio in Q2 2026, its #738 holding.
Summit Trail Advisors first reported a position in Old Republic International in Q4 2017 and has held it in 6 quarters since.
Summit Trail Advisors's Old Republic International position peaked at $1.65M in Q1 2026.
654 funds tracked by Wall St. Rank held Old Republic International as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.