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True Wealth Design’s Old Republic International ORI Stock Holding History

True Wealth Design’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 		$56.1K Sell
1,370
-190
-12% -$7.53K 0.01% 446
2026
Q1 		$62.2K Buy
1,560
+10
+0.6% +$411 0.02% 337
2025
Q4 		$70.7K Sell
1,550
-5
-0.3% -$217 0.02% 247
2025
Q3 		$66K Buy
1,555
+1,139
+274% +$43.9K 0.02% 257
2025
Q2 		$16K Buy
416
+161
+63% +$6.06K 0.01% 444
2025
Q1 		$10K Buy
255
+102
+67% +$3.74K ﹤0.01% 476
2024
Q4 		$5.54K Buy
+153
New +$5.58K ﹤0.01% 515

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
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
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

True Wealth Design's ORI Position: Q2 2026 in Review

True Wealth Design reduced its Old Republic International (ORI) stake by 12% in Q2 2026, selling an estimated $7.53K and leaving 1,370 shares worth $56.1K. The position accounts for 0.01% of the portfolio, ranked #446.

True Wealth Design first reported a position in ORI in Q4 2024 and has held it in 7 quarters since. The position peaked at $70.7K in Q4 2025. 652 funds tracked by Wall St. Rank hold ORI as of Q2 2026.

  • True Wealth Design held 1,370 shares of Old Republic International worth $56.1K as of Q2 2026.
  • True Wealth Design sold 190 Old Republic International shares in Q2 2026, an estimated $7.53K.
  • Old Republic International made up 0.01% of True Wealth Design's portfolio in Q2 2026, its #446 holding.
  • True Wealth Design first reported a position in Old Republic International in Q4 2024 and has held it in 7 quarters since.
  • True Wealth Design's Old Republic International position peaked at $70.7K in Q4 2025.
  • 652 funds tracked by Wall St. Rank held Old Republic International as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.