Tradition Wealth Management’s Old Republic International ORI Stock Holding History

Tradition Wealth 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
2024 Q1	–	Sell	-2,000	Closed	-$59K	–	935
2023 Q4	$59K	Hold	2,000	–	–	0.01%	587
2023 Q3	$54K	Hold	2,000	–	–	0.01%	583
2023 Q2	$50K	Hold	2,000	–	–	0.01%	620
2023 Q1	$50K	Hold	2,000	–	–	0.01%	603
2022 Q4	$48K	Hold	2,000	–	–	0.01%	537
2022 Q3	$42K	Hold	2,000	–	–	0.01%	553
2022 Q2	$45K	Hold	2,000	–	–	0.01%	478
2022 Q1	$52K	Hold	2,000	–	–	0.01%	510
2021 Q4	$49K	Hold	2,000	–	–	0.01%	529
2021 Q3	$46K	Hold	2,000	–	–	0.01%	523
2021 Q2	$50K	Hold	2,000	–	–	0.01%	526
2021 Q1	$44K	Hold	2,000	–	–	0.01%	461
2020 Q4	$39K	Buy	+2,000	New	+$35.1K	0.01%	455

Other funds holding ORI

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

HCM

Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return

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

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

Norges Bank Oslo, Norway $1T AUM

Tradition Wealth Management's ORI Position: Q1 2024 in Review

Tradition Wealth Management sold out of Old Republic International (ORI) in Q1 2024, closing a stake of 2,000 shares — an estimated $59K sold.

Tradition Wealth Management first reported a position in ORI in Q4 2020 and held it in 13 quarters. The position peaked at $59K in Q4 2023. 515 funds tracked by Wall St. Rank hold ORI as of Q1 2024.

Tradition Wealth Management reported no remaining Old Republic International position as of Q1 2024 after selling out during the quarter.
Tradition Wealth Management sold 2,000 Old Republic International shares in Q1 2024, an estimated $59K.
Tradition Wealth Management first reported a position in Old Republic International in Q4 2020 and held it in 13 quarters.
Tradition Wealth Management's Old Republic International position peaked at $59K in Q4 2023.
515 funds tracked by Wall St. Rank held Old Republic International as of Q1 2024.

Based on Tradition Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.