United Fire Group’s Old Republic International ORI Stock Holding History

United Fire Group’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
2023 Q4	$88.2K	Hold	3,000	–	–	0.16%	21
2023 Q3	$80.8K	Sell	3,000 -26,690	-90%	-$720K	0.16%	21
2023 Q2	$747K	Sell	29,690 -75,000	-72%	-$1.88M	0.58%	36
2023 Q1	$2.61M	Hold	104,690	–	–	1.64%	33
2022 Q4	$2.53M	Hold	104,690	–	–	1.5%	34
2022 Q3	$2.19M	Hold	104,690	–	–	1.47%	35
2022 Q2	$2.34M	Hold	104,690	–	–	1.43%	35
2022 Q1	$2.71M	Hold	104,690	–	–	1.39%	37
2021 Q4	$2.57M	Hold	104,690	–	–	1.21%	36
2021 Q3	$2.42M	Hold	104,690	–	–	1.21%	37
2021 Q2	$2.61M	Hold	104,690	–	–	1.33%	33
2021 Q1	$2.29M	Sell	104,690 -150,000	-59%	-$3.01M	1.19%	32
2020 Q4	$5.02M	Sell	254,690 -75,000	-23%	-$1.32M	2.44%	13
2020 Q3	$4.86M	Hold	329,690	–	–	2.45%	11
2020 Q2	$5.38M	Hold	329,690	–	–	2.6%	10
2020 Q1	$5.03M	Hold	329,690	–	–	2.44%	12
2019 Q4	$7.38M	Sell	329,690 -3,000	-0.9%	-$68.3K	2.48%	9
2019 Q3	$7.84M	Hold	332,690	–	–	2.69%	8
2019 Q2	$7.45M	Hold	332,690	–	–	2.64%	8
2019 Q1	$6.96M	Hold	332,690	–	–	2.59%	9
2018 Q4	$6.84M	Hold	332,690	–	–	2.78%	9
2018 Q3	$7.45M	Sell	332,690 -4,220	-1%	-$91K	2.72%	8
2018 Q2	$6.71M	Sell	336,910 -1	-0%	-$21	2.59%	8
2018 Q1	$7.23M	Buy	336,911 +82,221	+32%	+$1.71M	2.59%	9
2017 Q4	$5.45M	Hold	254,690	–	–	1.78%	15
2017 Q3	$5.01M	Hold	254,690	–	–	1.69%	17
2017 Q2	$4.97M	Hold	254,690	–	–	1.76%	18
2017 Q1	$5.22M	Hold	254,690	–	–	1.89%	14
2016 Q4	$4.84M	Hold	254,690	–	–	1.79%	16
2016 Q3	$4.49M	Hold	254,690	–	–	1.79%	15
2016 Q2	$4.91M	Hold	254,690	–	–	1.97%	14
2016 Q1	$4.66M	Hold	254,690	–	–	1.96%	14
2015 Q4	$4.75M	Hold	254,690	–	–	2.01%	13
2015 Q3	$3.98M	Hold	254,690	–	–	1.8%	14
2015 Q2	$3.98M	Hold	254,690	–	–	1.66%	14
2015 Q1	$3.81M	Hold	254,690	–	–	1.6%	16
2014 Q4	$3.73M	Hold	254,690	–	–	1.55%	16
2014 Q3	$3.64M	Hold	254,690	–	–	1.59%	17
2014 Q2	$4.21M	Hold	254,690	–	–	1.82%	14
2014 Q1	$4.18M	Hold	254,690	–	–	1.84%	14
2013 Q4	$4.4M	Hold	254,690	–	–	1.97%	14
2013 Q3	$3.92M	Hold	254,690	–	–	1.95%	14
2013 Q2	$3.28M	Buy	+254,690	New	+$3.37M	1.69%	16

Other funds holding ORI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

HCM

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

United Fire Group's ORI Position: Q4 2023 in Review

United Fire Group held its Old Republic International (ORI) position steady in Q4 2023 at 3,000 shares worth $88.2K. The position accounts for 0.16% of the portfolio, ranked #21.

United Fire Group first reported a position in ORI in Q2 2013 and has held it in 43 quarters since. The position peaked at $7.84M in Q3 2019. 539 funds tracked by Wall St. Rank hold ORI as of Q4 2023.

United Fire Group held 3,000 shares of Old Republic International worth $88.2K as of Q4 2023.
United Fire Group left its Old Republic International share count unchanged in Q4 2023.
Old Republic International made up 0.16% of United Fire Group's portfolio in Q4 2023, its #21 holding.
United Fire Group first reported a position in Old Republic International in Q2 2013 and has held it in 43 quarters since.
United Fire Group's Old Republic International position peaked at $7.84M in Q3 2019.
539 funds tracked by Wall St. Rank held Old Republic International as of Q4 2023.

Based on United Fire Group's 13F filing for Q4 2023, filed 13 Feb 2024.