Wealthspire Advisors (New York)’s Old Republic International ORI Stock Holding History

Wealthspire Advisors (New York)’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
2025 Q4	–	Sell	-2,033	Closed	-$86.3K	–	2302
2025 Q3	$86.3K	Buy	+2,033	New	+$78.4K	﹤0.01%	1053
2022 Q1	–	Sell	-12,335	Closed	-$303K	–	520
2021 Q4	$303K	Buy	12,335 +233	+2%	+$5.79K	0.01%	418
2021 Q3	$280K	Buy	+12,102	New	+$299K	0.01%	473
2021 Q2	–	Sell	-28,349	Closed	-$619K	–	575
2021 Q1	$619K	Buy	28,349 +3,589	+14%	+$71.9K	0.01%	342
2020 Q4	$488K	Buy	24,760 +7,057	+40%	+$124K	0.01%	316
2020 Q3	$261K	Buy	17,703 +3	+0%	+$48	0.02%	249
2020 Q2	$289K	Buy	17,700 +2,990	+20%	+$47.2K	0.02%	212
2020 Q1	$224K	Buy	14,710 +2,327	+19%	+$47.8K	0.01%	454
2019 Q4	$277K	Sell	12,383 -1,253	-9%	-$28.5K	0.02%	159
2019 Q3	$321K	Buy	13,636 +2,065	+18%	+$47.1K	0.03%	109
2019 Q2	$259K	Buy	+11,571	New	+$255K	0.02%	81
2019 Q1	–	Sell	-775	Closed	-$16K	–	575
2018 Q4	$16K	Buy	+775	New	+$16.6K	﹤0.01%	393

Other funds holding ORI

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

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

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

HCM

Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return

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

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Wealthspire Advisors (New York)'s ORI Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Old Republic International (ORI) in Q4 2025, closing a stake of 2,033 shares — an estimated $86.3K sold.

Wealthspire Advisors (New York) first reported a position in ORI in Q4 2018 and held it in 12 quarters. The position peaked at $619K in Q1 2021. 686 funds tracked by Wall St. Rank hold ORI as of Q4 2025.

Wealthspire Advisors (New York) reported no remaining Old Republic International position as of Q4 2025 after selling out during the quarter.
Wealthspire Advisors (New York) sold 2,033 Old Republic International shares in Q4 2025, an estimated $86.3K.
Wealthspire Advisors (New York) first reported a position in Old Republic International in Q4 2018 and held it in 12 quarters.
Wealthspire Advisors (New York)'s Old Republic International position peaked at $619K in Q1 2021.
686 funds tracked by Wall St. Rank held Old Republic International as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.