VFA
ORI icon

Valeo Financial Advisors’s Old Republic International ORI Stock Holding History

Valeo 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
Q1 		– Sell
-5,399
Closed -$246K – 858
2025
Q4 		$246K Buy
5,399
+534
+11% +$23.2K 0.01% 689
2025
Q3 		$207K Buy
+4,865
New +$188K ﹤0.01% 748
2021
Q2 		– Sell
-2,346
Closed -$51K – 1400
2021
Q1 		$51K Buy
2,346
+74
+3% +$1.48K ﹤0.01% 865
2020
Q4 		$45K Buy
2,272
+1,012
+80% +$17.8K ﹤0.01% 815
2020
Q3 		$19K Sell
1,260
-984
-44% -$15.7K ﹤0.01% 929
2020
Q2 		$37K Sell
2,244
-986
-31% -$15.6K ﹤0.01% 835
2020
Q1 		$55K Buy
3,230
+14
+0.4% +$288 0.01% 578
2019
Q4 		$72K Buy
3,216
+9
+0.3% +$205 0.01% 529
2019
Q3 		$76K Buy
3,207
+54
+2% +$1.23K 0.01% 493
2019
Q2 		$71K Buy
3,153
+9
+0.3% +$198 0.01% 506
2019
Q1 		$66K Sell
3,144
-990
-24% -$20.6K 0.01% 506
2018
Q4 		$85K Buy
4,134
+9
+0.2% +$193 0.01% 409
2018
Q3 		$91K Hold
4,125
– – 0.01% 417
2018
Q2 		$88K Sell
4,125
-1,000
-20% -$20.9K 0.01% 422
2018
Q1 		$110K Sell
5,125
-1,000
-16% -$20.8K 0.02% 351
2017
Q4 		$131K Buy
6,125
+125
+2% +$2.55K 0.02% 296
2017
Q3 		$118K Buy
+6,000
New +$116K 0.03% 270

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
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Valeo Financial Advisors's ORI Position: Q1 2026 in Review

Valeo Financial Advisors sold out of Old Republic International (ORI) in Q1 2026, closing a stake of 5,399 shares — an estimated $246K sold.

Valeo Financial Advisors first reported a position in ORI in Q3 2017 and held it in 17 quarters. The position peaked at $246K in Q4 2025. 659 funds tracked by Wall St. Rank hold ORI as of Q1 2026.

  • Valeo Financial Advisors reported no remaining Old Republic International position as of Q1 2026 after selling out during the quarter.
  • Valeo Financial Advisors sold 5,399 Old Republic International shares in Q1 2026, an estimated $246K.
  • Valeo Financial Advisors first reported a position in Old Republic International in Q3 2017 and held it in 17 quarters.
  • Valeo Financial Advisors's Old Republic International position peaked at $246K in Q4 2025.
  • 659 funds tracked by Wall St. Rank held Old Republic International as of Q1 2026.

Based on Valeo Financial Advisors's 13F filing for Q1 2026, filed 8 May 2026.