Crestwood Advisors Group, LLC
Position in ORI — Old Republic International Corp
CIK 1426853
BOSTON, MA
Position in ORI
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$240,200
+$3,101 QoQ
Shares Held
5,870
+13.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#450
of 651 holders
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ORI Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026Crestwood Advisors Group, LLC holds $8,880,885 across 13 Insurance - Property & Casualty names. ORI ranks #12 (2.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
|
5,583 | $1,902,351 | |
| 2 | PGR |
Progressive Corp/Oh/
|
7,283 | $1,590,971 | |
| 3 | TRV |
Travelers Companies, Inc.
|
2,928 | $966,591 | |
| 4 | ALL |
Allstate Corp
|
3,803 | $904,885 | |
| 5 | MKL |
Markel Group Inc.
|
438 | $855,418 | |
| 6 | THG |
Hanover Insurance Group, Inc.
|
2,805 | $600,606 | |
| 7 | L |
Loews Corp
|
4,306 | $487,482 | |
| 8 | PLMR |
Palomar Holdings, Inc.
|
2,483 | $313,826 |
All Filings in ORI
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $240,200 | 5,870 | Shares | Sole | 2026-08-03 | |
| 2025-12-31 | $237,099 | 5,195 | Shares | Sole | 2026-02-03 | |
| No filing history on record for this holder in this stock. | ||||||