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Valued Wealth Advisors’s Old Republic International ORI Stock Holding History

Valued Wealth 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
-12
Closed -$548 – 765
2025
Q4 		$548 Hold
12
– – ﹤0.01% 528
2025
Q3 		$510 Hold
12
– – ﹤0.01% 516
2025
Q2 		$462 Hold
12
– – ﹤0.01% 522
2025
Q1 		$471 Hold
12
– – ﹤0.01% 557
2024
Q4 		$435 Hold
12
– – ﹤0.01% 560
2024
Q3 		$426 Hold
12
– – ﹤0.01% 543
2024
Q2 		$371 Hold
12
– – ﹤0.01% 522
2024
Q1 		$369 Buy
+12
New +$349 ﹤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
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

Valued Wealth Advisors's ORI Position: Q1 2026 in Review

Valued Wealth Advisors sold out of Old Republic International (ORI) in Q1 2026, closing a stake of 12 shares — an estimated $548 sold.

Valued Wealth Advisors first reported a position in ORI in Q1 2024 and held it in 8 quarters. The position peaked at $548 in Q4 2025. 659 funds tracked by Wall St. Rank hold ORI as of Q1 2026.

  • Valued Wealth Advisors reported no remaining Old Republic International position as of Q1 2026 after selling out during the quarter.
  • Valued Wealth Advisors sold 12 Old Republic International shares in Q1 2026, an estimated $548.
  • Valued Wealth Advisors first reported a position in Old Republic International in Q1 2024 and held it in 8 quarters.
  • Valued Wealth Advisors's Old Republic International position peaked at $548 in Q4 2025.
  • 659 funds tracked by Wall St. Rank held Old Republic International as of Q1 2026.

Based on Valued Wealth Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.