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Waverly Advisors’s Old Republic International ORI Stock Holding History

Waverly 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
Q2 		$449K Sell
10,974
-1,786
-14% -$70.8K ﹤0.01% 1228
2026
Q1 		$509K Buy
12,760
+288
+2% +$11.8K ﹤0.01% 1078
2025
Q4 		$569K Buy
12,472
+1,336
+12% +$58K ﹤0.01% 965
2025
Q3 		$473K Buy
11,136
+1,413
+15% +$54.5K ﹤0.01% 863
2025
Q2 		$374K Buy
9,723
+2,088
+27% +$78.6K ﹤0.01% 895
2025
Q1 		$299K Buy
7,635
+248
+3% +$9.1K ﹤0.01% 923
2024
Q4 		$267K Buy
+7,387
New +$269K ﹤0.01% 855
2014
Q4 		– Sell
-413
Closed -$6K – 600
2014
Q3 		$6K Hold
413
– – ﹤0.01% 592
2014
Q2 		$7K Hold
413
– – ﹤0.01% 526
2014
Q1 		$7K Buy
413
+75
+22% +$1.19K ﹤0.01% 491
2013
Q4 		$6K Buy
+338
New +$5.55K ﹤0.01% 641

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 $3.38T AUM 44.17% 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
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
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Waverly Advisors's ORI Position: Q2 2026 in Review

Waverly Advisors reduced its Old Republic International (ORI) stake by 14% in Q2 2026, selling an estimated $70.8K and leaving 10,974 shares worth $449K. The position accounts for ﹤0.01% of the portfolio, ranked #1228.

Waverly Advisors first reported a position in ORI in Q4 2013 and has held it in 11 quarters since. The position peaked at $569K in Q4 2025. 657 funds tracked by Wall St. Rank hold ORI as of Q2 2026.

  • Waverly Advisors held 10,974 shares of Old Republic International worth $449K as of Q2 2026.
  • Waverly Advisors sold 1,786 Old Republic International shares in Q2 2026, an estimated $70.8K.
  • Old Republic International made up ﹤0.01% of Waverly Advisors's portfolio in Q2 2026, its #1228 holding.
  • Waverly Advisors first reported a position in Old Republic International in Q4 2013 and has held it in 11 quarters since.
  • Waverly Advisors's Old Republic International position peaked at $569K in Q4 2025.
  • 657 funds tracked by Wall St. Rank held Old Republic International as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.