BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.’s Old Republic International ORI Stock Holding History

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.’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	$99.1K	Sell	2,421 -1,496	-38%	-$59.3K	0.01%	739
2026 Q1	$156K	Buy	3,917 +26	+0.7%	+$1.07K	0.02%	599
2025 Q4	$178K	Sell	3,891 -1,992	-34%	-$86.5K	0.02%	557
2025 Q3	$250K	Sell	5,883 -547	-9%	-$21.1K	0.04%	429
2025 Q2	$247K	Sell	6,430 -1,223	-16%	-$46K	0.04%	409
2025 Q1	$300K	Buy	7,653 +24	+0.3%	+$880	0.05%	359
2024 Q4	$276K	Buy	7,629 +3	+0%	+$109	0.05%	349
2024 Q3	$270K	Buy	+7,626	New	+$258K	0.04%	399

Other funds holding ORI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s ORI Position: Q2 2026 in Review

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. reduced its Old Republic International (ORI) stake by 38% in Q2 2026, selling an estimated $59.3K and leaving 2,421 shares worth $99.1K. The position accounts for 0.01% of the portfolio, ranked #739.

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. first reported a position in ORI in Q3 2024 and has held it in 8 quarters since. The position peaked at $300K in Q1 2025. 660 funds tracked by Wall St. Rank hold ORI as of Q2 2026.

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. held 2,421 shares of Old Republic International worth $99.1K as of Q2 2026.
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. sold 1,496 Old Republic International shares in Q2 2026, an estimated $59.3K.
Old Republic International made up 0.01% of BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s portfolio in Q2 2026, its #739 holding.
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. first reported a position in Old Republic International in Q3 2024 and has held it in 8 quarters since.
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s Old Republic International position peaked at $300K in Q1 2025.
660 funds tracked by Wall St. Rank held Old Republic International as of Q2 2026.

Based on BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s 13F filing for Q2 2026, filed 30 Oct 2026.