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James T. Borello RIA’s Old Republic International ORI Stock Holding History

James T. Borello RIA’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
Q3 		$224 Hold
6
– – ﹤0.01% 1112
2026
Q2 		$246 Sell
6
-84
-93% -$3.33K ﹤0.01% 1109
2026
Q1 		$3.59K Sell
90
-218
-71% -$8.96K ﹤0.01% 840
2025
Q4 		$14.1K Buy
+308
New +$13.4K ﹤0.01% 339

Other funds holding ORI

Hamlin Capital Management
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
VFM
Viking Fund Management Minot, North Dakota $1.14B AUM 32.65% 1-Year Est. Return
Ellsworth Advisors
Ellsworth Advisors Hudson, Ohio $620M AUM 38.17% 1-Year Est. Return
DFG
Dupree Financial Group Lexington, Kentucky $277M AUM 22.51% 1-Year Est. Return
OWM
Orca Wealth Management New Port Richey, Florida $168M AUM 51.16% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
BTC
Bank & Trust Company Litchfield, Illinois $159M AUM 30.15% 1-Year Est. Return
Burney Company
Burney Company Reston, Virginia $3.66B AUM 27.59% 1-Year Est. Return
Insight Wealth Strategies
Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return

James T. Borello RIA's ORI Position: Q3 2026 in Review

James T. Borello RIA held its Old Republic International (ORI) position steady in Q3 2026 at 6 shares worth $224. The position accounts for ﹤0.01% of the portfolio, ranked #1112.

James T. Borello RIA first reported a position in ORI in Q4 2025 and has held it in 4 quarters since. The position peaked at $14.1K in Q4 2025. 101 funds tracked by Wall St. Rank hold ORI as of Q3 2026.

  • James T. Borello RIA held 6 shares of Old Republic International worth $224 as of Q3 2026.
  • James T. Borello RIA left its Old Republic International share count unchanged in Q3 2026.
  • Old Republic International made up ﹤0.01% of James T. Borello RIA's portfolio in Q3 2026, its #1112 holding.
  • James T. Borello RIA first reported a position in Old Republic International in Q4 2025 and has held it in 4 quarters since.
  • James T. Borello RIA's Old Republic International position peaked at $14.1K in Q4 2025.
  • 101 funds tracked by Wall St. Rank held Old Republic International as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.