Avantax Planning Partners, Inc.

Position in ORI — Old Republic International Corp

CIK 1005441 DUBUQUE, IA

Position in ORI

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$283,739

+$69,915 QoQ

Shares Held

6,934

+29.4% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#426

of 651 holders

Holding Since

Mar 2023

12 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Avantax Planning Partners, Inc. holds $1,953,025 across 5 Insurance - Property & Casualty names. ORI ranks #4 (14.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ALL	Allstate Corp	2,540	$604,367
2	TRV	Travelers Companies, Inc.	1,735	$572,758
3	CB	Chubb Ltd	850	$289,629
4	ORI	Old Republic International Corp This page	6,934	$283,739
5	L	Loews Corp	1,789	$202,532

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$283,739	6,934	+29.4%	Shares	Sole	2026-07-28
2026-03-31	$213,824	5,359	-8.5%	Shares	Sole	2026-05-04
2025-12-31	$267,404	5,859	-18.4%	Shares	Sole	2026-02-05
2025-09-30	$304,764	7,176	+1.1%	Shares	Sole	2025-10-31
2025-06-30	$272,962	7,101	+29.3%	Shares	Sole	2025-08-11
2025-03-31	$215,317	5,490	-43.6%	Shares	Sole	2025-04-29
2024-06-30	$300,842	9,736	+15.1%	Shares	Sole	2024-08-09
2024-03-31	$259,829	8,458	-10.8%	Shares	Sole	2024-05-03
2023-12-31	$278,682	9,479	-2.2%	Shares	Sole	2024-02-09
2023-09-30	$260,994	9,688	+5.0%	Shares	Sole	2023-11-06
2023-06-30	$232,193	9,225	+5.5%	Shares	Sole	2023-07-18
2023-03-31	$218,262	8,741	—	Shares	Sole	2023-04-21
No filing history on record for this holder in this stock.