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Tortoise Investment Management’s Old Republic International ORI Stock Holding History

Tortoise Investment 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
Q4 		– Sell
-2
Closed -$85 – 1069
2025
Q3 		$85 Buy
+2
New +$77 ﹤0.01% 1411
2018
Q4 		– Sell
-237
Closed -$5K – 562
2018
Q3 		$5K Hold
237
– – ﹤0.01% 458
2018
Q2 		$5K Hold
237
– – ﹤0.01% 475
2018
Q1 		$5K Hold
237
– – ﹤0.01% 453
2017
Q4 		$5K Hold
237
– – ﹤0.01% 457
2017
Q3 		$5K Hold
237
– – ﹤0.01% 413
2017
Q2 		$5K Hold
237
– – ﹤0.01% 408
2017
Q1 		$5K Buy
+237
New +$4.79K ﹤0.01% 388

Other funds holding ORI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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 $1.88T AUM 44.46% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Tortoise Investment Management's ORI Position: Q4 2025 in Review

Tortoise Investment Management sold out of Old Republic International (ORI) in Q4 2025, closing a stake of 2 shares — an estimated $85 sold.

Tortoise Investment Management first reported a position in ORI in Q1 2017 and held it in 8 quarters. The position peaked at $5K in Q3 2018. 686 funds tracked by Wall St. Rank hold ORI as of Q4 2025.

  • Tortoise Investment Management reported no remaining Old Republic International position as of Q4 2025 after selling out during the quarter.
  • Tortoise Investment Management sold 2 Old Republic International shares in Q4 2025, an estimated $85.
  • Tortoise Investment Management first reported a position in Old Republic International in Q1 2017 and held it in 8 quarters.
  • Tortoise Investment Management's Old Republic International position peaked at $5K in Q3 2018.
  • 686 funds tracked by Wall St. Rank held Old Republic International as of Q4 2025.

Based on Tortoise Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.