WA
ORI icon

Whipplewood Advisors’s Old Republic International ORI Stock Holding History

Whipplewood 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 		$26.6K Sell
650
-15
-2% -$594 0.02% 173
2026
Q1 		$26.5K Sell
665
-401
-38% -$16.5K 0.01% 348
2025
Q4 		$48.7K Hold
1,066
– – 0.03% 201
2025
Q3 		$45.3K Sell
1,066
-65
-6% -$2.51K 0.03% 202
2025
Q2 		$43.5K Buy
1,131
+48
+4% +$1.81K 0.02% 338
2025
Q1 		$44.4K Sell
1,083
-48
-4% -$1.76K 0.03% 321
2024
Q4 		$40.9K Buy
+1,131
New +$41.3K 0.02% 335

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

Whipplewood Advisors's ORI Position: Q2 2026 in Review

Whipplewood Advisors reduced its Old Republic International (ORI) stake by 2.3% in Q2 2026, selling an estimated $594 and leaving 650 shares worth $26.6K. The position accounts for 0.02% of the portfolio, ranked #173.

Whipplewood Advisors first reported a position in ORI in Q4 2024 and has held it in 7 quarters since. The position peaked at $48.7K in Q4 2025. 653 funds tracked by Wall St. Rank hold ORI as of Q2 2026.

  • Whipplewood Advisors held 650 shares of Old Republic International worth $26.6K as of Q2 2026.
  • Whipplewood Advisors sold 15 Old Republic International shares in Q2 2026, an estimated $594.
  • Old Republic International made up 0.02% of Whipplewood Advisors's portfolio in Q2 2026, its #173 holding.
  • Whipplewood Advisors first reported a position in Old Republic International in Q4 2024 and has held it in 7 quarters since.
  • Whipplewood Advisors's Old Republic International position peaked at $48.7K in Q4 2025.
  • 653 funds tracked by Wall St. Rank held Old Republic International as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.