Wellington Management Group
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Wellington Management Group’s Old Republic International ORI Stock Holding History

Wellington Management Group’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
2024
Q3 		– Sell
-32,734
Closed -$1.01M – 1996
2024
Q2 		$1.01M Sell
32,734
-40,894
-56% -$1.25M ﹤0.01% 1670
2024
Q1 		$2.26M Hold
73,628
– – ﹤0.01% 1495
2023
Q4 		$2.16M Buy
73,628
+25,503
+53% +$717K ﹤0.01% 1475
2023
Q3 		$1.3M Hold
48,125
– – ﹤0.01% 1561
2023
Q2 		$1.21M Hold
48,125
– – ﹤0.01% 1578
2023
Q1 		$1.2M Buy
48,125
+16,035
+50% +$404K ﹤0.01% 1608
2022
Q4 		$775K Sell
32,090
-25,791
-45% -$605K ﹤0.01% 1701
2022
Q3 		$1.21M Hold
57,881
– – ﹤0.01% 1618
2022
Q2 		$1.29M Buy
57,881
+7,265
+14% +$168K ﹤0.01% 1623
2022
Q1 		$1.31M Buy
50,616
+18,937
+60% +$488K ﹤0.01% 1687
2021
Q4 		$779K Buy
+31,679
New +$787K ﹤0.01% 1841
2020
Q3 		– Sell
-19,820
Closed -$323K – 1961
2020
Q2 		$323K Sell
19,820
-46,159
-70% -$729K ﹤0.01% 1734
2020
Q1 		$1.01M Buy
+65,979
New +$1.36M ﹤0.01% 1529
2019
Q4 		– Sell
-38,937
Closed -$918K – 2088
2019
Q3 		$918K Sell
38,937
-35,188
-47% -$803K ﹤0.01% 1745
2019
Q2 		$1.66M Buy
74,125
+31,235
+73% +$687K ﹤0.01% 1661
2019
Q1 		$897K Sell
42,890
-53,891
-56% -$1.12M ﹤0.01% 1791
2018
Q4 		$1.99M Sell
96,781
-4,774
-5% -$102K ﹤0.01% 1642
2018
Q3 		$2.27M Sell
101,555
-343,906
-77% -$7.42M ﹤0.01% 1676
2018
Q2 		$8.87M Buy
445,461
+249,566
+127% +$5.22M ﹤0.01% 1322
2018
Q1 		$4.2M Sell
195,895
-76,730
-28% -$1.59M ﹤0.01% 1542
2017
Q4 		$5.83M Hold
272,625
– – ﹤0.01% 1433
2017
Q3 		$5.37M Buy
272,625
+158,221
+138% +$3.07M ﹤0.01% 1454
2017
Q2 		$2.23M Buy
+114,404
New +$2.28M ﹤0.01% 1669

Other funds holding ORI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Wellington Management Group's ORI Position: Q3 2024 in Review

Wellington Management Group sold out of Old Republic International (ORI) in Q3 2024, closing a stake of 32,734 shares — an estimated $1.01M sold.

Wellington Management Group first reported a position in ORI in Q2 2017 and held it in 23 quarters. The position peaked at $8.87M in Q2 2018. 571 funds tracked by Wall St. Rank hold ORI as of Q3 2024.

  • Wellington Management Group reported no remaining Old Republic International position as of Q3 2024 after selling out during the quarter.
  • Wellington Management Group sold 32,734 Old Republic International shares in Q3 2024, an estimated $1.01M.
  • Wellington Management Group first reported a position in Old Republic International in Q2 2017 and held it in 23 quarters.
  • Wellington Management Group's Old Republic International position peaked at $8.87M in Q2 2018.
  • 571 funds tracked by Wall St. Rank held Old Republic International as of Q3 2024.

Based on Wellington Management Group's 13F filing for Q3 2024, filed 14 Nov 2024.