VWM
ORI icon

Venturi Wealth Management’s Old Republic International ORI Stock Holding History

Venturi Wealth Management’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 		$679K Buy
16,605
+32
+0.2% +$1.27K 0.03% 310
2026
Q1 		$661K Buy
16,573
+398
+2% +$16.4K 0.03% 282
2025
Q4 		$738K Sell
16,175
-4,111
-20% -$178K 0.03% 248
2025
Q3 		$862K Buy
20,286
+1,499
+8% +$57.8K 0.04% 218
2025
Q2 		$722K Sell
18,787
-268
-1% -$10.1K 0.04% 254
2025
Q1 		$747K Buy
19,055
+340
+2% +$12.5K 0.04% 248
2024
Q4 		$677K Buy
18,715
+295
+2% +$10.8K 0.03% 272
2024
Q3 		$652K Sell
18,420
-109
-0.6% -$3.69K 0.03% 247
2024
Q2 		$573K Buy
18,529
+225
+1% +$6.89K 0.03% 257
2024
Q1 		$562K Buy
18,304
+10,971
+150% +$319K 0.04% 251
2023
Q4 		$216K Buy
7,333
+6,823
+1,338% +$192K 0.02% 342
2023
Q3 		$13.7K Buy
510
+241
+90% +$6.5K ﹤0.01% 734
2023
Q2 		$6.77K Hold
269
– – ﹤0.01% 704
2023
Q1 		$6.72K Buy
+269
New +$6.77K ﹤0.01% 771

Other funds holding ORI

HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
P
Paradiem Covington, Louisiana $464M AUM 45.56% 1-Year Est. Return
VFM
Viking Fund Management Minot, North Dakota $1.12B AUM 44.65% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
EA
Ellsworth Advisors Hudson, Ohio $609M AUM 52.37% 1-Year Est. Return
BTC
Bank & Trust Company Litchfield, Illinois $158M AUM 35.48% 1-Year Est. Return
IWS
Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return
BC
Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return

Venturi Wealth Management's ORI Position: Q2 2026 in Review

Venturi Wealth Management increased its Old Republic International (ORI) stake by 0.19% in Q2 2026, buying an estimated $1.27K and bringing the position to 16,605 shares worth $679K. The position accounts for 0.03% of the portfolio, ranked #310.

Venturi Wealth Management first reported a position in ORI in Q1 2023 and has held it in 14 quarters since. The position peaked at $862K in Q3 2025. 97 funds tracked by Wall St. Rank hold ORI as of Q2 2026.

  • Venturi Wealth Management held 16,605 shares of Old Republic International worth $679K as of Q2 2026.
  • Venturi Wealth Management bought 32 Old Republic International shares in Q2 2026, an estimated $1.27K.
  • Old Republic International made up 0.03% of Venturi Wealth Management's portfolio in Q2 2026, its #310 holding.
  • Venturi Wealth Management first reported a position in Old Republic International in Q1 2023 and has held it in 14 quarters since.
  • Venturi Wealth Management's Old Republic International position peaked at $862K in Q3 2025.
  • 97 funds tracked by Wall St. Rank held Old Republic International as of Q2 2026.

Based on Venturi Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.