United Capital Financial Advisors’s Old Republic International ORI Stock Holding History

United Capital Financial 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	$850K	Sell	20,779 -1,598	-7%	-$63.3K	﹤0.01%	867
2026 Q1	$893K	Buy	22,377 +13,549	+153%	+$557K	0.01%	805
2025 Q4	$403K	Buy	8,828 +4,049	+85%	+$176K	﹤0.01%	1052
2025 Q3	$203K	Buy	+4,779	New	+$184K	﹤0.01%	1162
2020 Q2	–	Sell	-180,413	Closed	-$2.75M	–	1237
2020 Q1	$2.75M	Buy	+180,413	New	+$3.71M	0.02%	438
2019 Q3	–	Sell	-82,728	Closed	-$1.85M	–	1432
2019 Q2	$1.85M	Buy	+82,728	New	+$1.82M	0.01%	643
2019 Q1	–	Sell	-191,201	Closed	-$3.93M	–	1387
2018 Q4	$3.93M	Buy	+191,201	New	+$4.1M	0.03%	421
2018 Q2	–	Sell	-68,988	Closed	-$1.48M	–	1347
2018 Q1	$1.48M	Buy	+68,988	New	+$1.43M	0.01%	670

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

United Capital Financial Advisors's ORI Position: Q2 2026 in Review

United Capital Financial Advisors reduced its Old Republic International (ORI) stake by 7.1% in Q2 2026, selling an estimated $63.3K and leaving 20,779 shares worth $850K. The position accounts for ﹤0.01% of the portfolio, ranked #867.

United Capital Financial Advisors first reported a position in ORI in Q1 2018 and has held it in 8 quarters since. The position peaked at $3.93M in Q4 2018. 652 funds tracked by Wall St. Rank hold ORI as of Q2 2026.

United Capital Financial Advisors held 20,779 shares of Old Republic International worth $850K as of Q2 2026.
United Capital Financial Advisors sold 1,598 Old Republic International shares in Q2 2026, an estimated $63.3K.
Old Republic International made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #867 holding.
United Capital Financial Advisors first reported a position in Old Republic International in Q1 2018 and has held it in 8 quarters since.
United Capital Financial Advisors's Old Republic International position peaked at $3.93M in Q4 2018.
652 funds tracked by Wall St. Rank held Old Republic International as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.