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

Visionary 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	$342K	Sell	8,562 -30	-0.3%	-$1.23K	0.02%	495
2025 Q4	$392K	Hold	8,592	–	–	0.02%	440
2025 Q3	$365K	Sell	8,592 -12	-0.1%	-$463	0.02%	450
2025 Q2	$331K	Hold	8,604	–	–	0.02%	439
2025 Q1	$337K	Sell	8,604 -100	-1%	-$3.67K	0.02%	408
2024 Q4	$315K	Hold	8,704	–	–	0.02%	430
2024 Q3	$308K	Sell	8,704 -366	-4%	-$12.4K	0.02%	427
2024 Q2	$280K	Buy	9,070 +7	+0.1%	+$214	0.02%	421
2024 Q1	$278K	Hold	9,063	–	–	0.02%	411
2023 Q4	$266K	Hold	9,063	–	–	0.02%	413
2023 Q3	$244K	Hold	9,063	–	–	0.02%	400
2023 Q2	$228K	Hold	9,063	–	–	0.02%	412
2023 Q1	$226K	Sell	9,063 -2	-0%	-$50	0.02%	406
2022 Q4	$219K	Buy	+9,065	New	+$213K	0.02%	381
2021 Q4	–	Sell	-18,106	Closed	-$419K	–	394
2021 Q3	$419K	Buy	+18,106	New	+$448K	0.04%	208

Other funds holding ORI

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

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

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

Visionary Wealth Advisors reduced its Old Republic International (ORI) stake by 0.35% in Q1 2026, selling an estimated $1.23K and leaving 8,562 shares worth $342K. The position accounts for 0.02% of the portfolio, ranked #495.

Visionary Wealth Advisors first reported a position in ORI in Q3 2021 and has held it in 15 quarters since. The position peaked at $419K in Q3 2021. 653 funds tracked by Wall St. Rank hold ORI as of Q1 2026.

Visionary Wealth Advisors held 8,562 shares of Old Republic International worth $342K as of Q1 2026.
Visionary Wealth Advisors sold 30 Old Republic International shares in Q1 2026, an estimated $1.23K.
Old Republic International made up 0.02% of Visionary Wealth Advisors's portfolio in Q1 2026, its #495 holding.
Visionary Wealth Advisors first reported a position in Old Republic International in Q3 2021 and has held it in 15 quarters since.
Visionary Wealth Advisors's Old Republic International position peaked at $419K in Q3 2021.
653 funds tracked by Wall St. Rank held Old Republic International as of Q1 2026.

Based on Visionary Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.