Wealth Enhancement Advisory Services
ORI icon

Wealth Enhancement Advisory Services’s Old Republic International ORI Stock Holding History

Wealth Enhancement Advisory Services’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 		$28.4M Buy
694,976
+162,493
+31% +$6.44M 0.05% 336
2026
Q1 		$21.2M Sell
532,483
-176,434
-25% -$7.25M 0.04% 374
2025
Q4 		$30.2M Buy
708,917
+57,728
+9% +$2.51M 0.04% 368
2025
Q3 		$28.2M Buy
651,189
+16,945
+3% +$654K 0.04% 360
2025
Q2 		$24.1M Buy
634,244
+44,165
+7% +$1.66M 0.04% 373
2025
Q1 		$23.1M Buy
590,079
+23,775
+4% +$872K 0.04% 355
2024
Q4 		$20.5M Buy
566,304
+6,897
+1% +$252K 0.04% 366
2024
Q3 		$19.8M Sell
559,407
-9,661
-2% -$327K 0.04% 353
2024
Q2 		$17.6M Buy
569,068
+610
+0.1% +$18.7K 0.04% 356
2024
Q1 		$17.5M Sell
568,458
-7,807
-1% -$227K 0.05% 358
2023
Q4 		$16.9M Sell
576,265
-8,795
-2% -$247K 0.05% 334
2023
Q3 		$15.8M Buy
+585,060
New +$15.8M 0.05% 320
2023
Q1 		– Sell
-32,262
Closed -$839K – 548
2022
Q4 		$839K Buy
+32,262
New +$757K 0.01% 240
2021
Q4 		– Sell
-51,218
Closed -$1.26M – 327
2021
Q3 		$1.26M Buy
+51,218
New +$1.27M 0.02% 190
2018
Q4 		– Sell
-71,588
Closed -$1.42M – 200
2018
Q3 		$1.42M Sell
71,588
-21,171
-23% -$457K 0.09% 87
2018
Q2 		$1.87M Buy
+92,759
New +$1.94M 0.12% 71
2017
Q4 		– Sell
-78,963
Closed -$1.55M – 165
2017
Q3 		$1.55M Buy
+78,963
New +$1.53M 0.13% 78
2017
Q2 		– Sell
-142,062
Closed -$2.89M – 178
2017
Q1 		$2.89M Buy
+142,062
New +$2.87M 0.31% 50

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
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

Wealth Enhancement Advisory Services's ORI Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Old Republic International (ORI) stake by 31% in Q2 2026, buying an estimated $6.44M and bringing the position to 694,976 shares worth $28.4M. The position accounts for 0.05% of the portfolio, ranked #336.

Wealth Enhancement Advisory Services first reported a position in ORI in Q1 2017 and has held it in 18 quarters since. The position peaked at $30.2M in Q4 2025. 652 funds tracked by Wall St. Rank hold ORI as of Q2 2026.

  • Wealth Enhancement Advisory Services held 694,976 shares of Old Republic International worth $28.4M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 162,493 Old Republic International shares in Q2 2026, an estimated $6.44M.
  • Old Republic International made up 0.05% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #336 holding.
  • Wealth Enhancement Advisory Services first reported a position in Old Republic International in Q1 2017 and has held it in 18 quarters since.
  • Wealth Enhancement Advisory Services's Old Republic International position peaked at $30.2M in Q4 2025.
  • 652 funds tracked by Wall St. Rank held Old Republic International as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.