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Synergy Asset Management’s Old Republic International ORI Stock Holding History

Synergy Asset Management’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
2025
Q1 		– Sell
-1,100
Closed -$39K – 599
2024
Q4 		$39K Buy
+1,100
New +$40.1K ﹤0.01% 298
2022
Q2 		– Sell
-98,746
Closed -$2.56M – 120
2022
Q1 		$2.56M Sell
98,746
-20,134
-17% -$519K 0.62% 44
2021
Q4 		$2.92M Buy
+118,880
New +$2.95M 0.7% 43

Other funds holding ORI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Synergy Asset Management's ORI Position: Q1 2025 in Review

Synergy Asset Management sold out of Old Republic International (ORI) in Q1 2025, closing a stake of 1,100 shares — an estimated $39K sold.

Synergy Asset Management first reported a position in ORI in Q4 2021 and held it in 3 quarters. The position peaked at $2.92M in Q4 2021. 606 funds tracked by Wall St. Rank hold ORI as of Q1 2025.

  • Synergy Asset Management reported no remaining Old Republic International position as of Q1 2025 after selling out during the quarter.
  • Synergy Asset Management sold 1,100 Old Republic International shares in Q1 2025, an estimated $39K.
  • Synergy Asset Management first reported a position in Old Republic International in Q4 2021 and held it in 3 quarters.
  • Synergy Asset Management's Old Republic International position peaked at $2.92M in Q4 2021.
  • 606 funds tracked by Wall St. Rank held Old Republic International as of Q1 2025.

Based on Synergy Asset Management's 13F filing for Q1 2025, filed 22 Apr 2025.