Lee Financial Co

Position in ORI — Old Republic International Corp

CIK 1391166 Dallas, TX

Position in ORI

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$1,368,773

+$36,353 QoQ

Shares Held

33,450

+0.2% QoQ

Ownership

0.014%

of shares outstanding

% of Portfolio

0.66%

of 13F equity value

Holder Rank

#228

of 653 holders

Holding Since

Mar 2020

20 quarters on record

Voting authority Sole 3% Shared 0% None 97%

Financial Services · as of Jun 30, 2026

Lee Financial Co holds $1,368,773 across 1 Insurance - Property & Casualty name. ORI ranks #1 (100.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	ORI	Old Republic International Corp This page	33,450	$1,368,773

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,368,773	33,450	+0.2%	Shares	Sole	2026-07-22
2026-03-31	$1,332,420	33,394	-0.4%	Shares	Other	2026-04-13
2025-12-31	$1,530,902	33,543	-11.0%	Shares	Other	2026-01-22
2025-09-30	$1,600,991	37,697	-1.2%	Shares	Other	2025-11-04
2025-06-30	$1,467,369	38,173	+10.3%	Shares	Other	2025-07-24
2025-03-31	$1,357,168	34,604	-5.5%	Shares	Sole	2025-05-13
2024-12-31	$1,324,879	36,609	-1.6%	Shares	Sole	2025-01-30
2024-09-30	$1,317,587	37,199	+9.7%	Shares	Other	2024-11-14
2024-06-30	$1,048,097	33,919	-5.8%	Shares	Other	2024-08-14
2024-03-31	$1,105,734	35,994	-0.9%	Shares	Other	2024-05-15
2023-12-31	$1,068,219	36,334	+0.1%	Shares	Sole	2024-02-08
2023-09-30	$977,678	36,291	-6.5%	Shares	Sole	2023-11-09
2023-06-30	$977,224	38,825	+55364.3%	Shares	Sole	2023-08-08
2022-03-31	$1,810	70	+366.7%	Shares	Other	2022-05-11
2021-12-31	$368	15	-98.5%	Shares	Sole	2022-02-08
2021-03-31	$21,730	995	-98.2%	Shares	Other	2021-05-13
2020-12-31	$1,081,408	54,866	-0.9%	Shares	Other	2021-02-12
2020-09-30	$815,873	55,351	-0.2%	Shares	Other	2020-11-03
2020-06-30	$904,894	55,481	-1.3%	Shares	Other	2020-08-11
2020-03-31	$857,598	56,236	—	Shares	Other	2020-05-07
No filing history on record for this holder in this stock.