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WR Wealth Planners’s Old Republic International ORI Stock Holding History

WR Wealth Planners’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
Q4 		$651 Hold
18
– – ﹤0.01% 965
2024
Q3 		$638 Hold
18
– – ﹤0.01% 1006
2024
Q2 		$556 Hold
18
– – ﹤0.01% 1008
2024
Q1 		$553 Buy
+18
New +$523 ﹤0.01% 1028

Other funds holding ORI

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Dimensional Fund Advisors
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

WR Wealth Planners's ORI Position: Q4 2024 in Review

WR Wealth Planners held its Old Republic International (ORI) position steady in Q4 2024 at 18 shares worth $651. The position accounts for ﹤0.01% of the portfolio, ranked #965.

WR Wealth Planners first reported a position in ORI in Q1 2024 and has held it in 4 quarters since. 586 funds tracked by Wall St. Rank hold ORI as of Q4 2024.

  • WR Wealth Planners held 18 shares of Old Republic International worth $651 as of Q4 2024.
  • WR Wealth Planners left its Old Republic International share count unchanged in Q4 2024.
  • Old Republic International made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #965 holding.
  • WR Wealth Planners first reported a position in Old Republic International in Q1 2024 and has held it in 4 quarters since.
  • 586 funds tracked by Wall St. Rank held Old Republic International as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.