Avidian Wealth Enterprises, LLC

Position in ORI — Old Republic International Corp

CIK 1471474 HOUSTON, TX

Position in ORI

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$870,041

-$64,935 QoQ

Shares Held

21,262

-9.3% QoQ

Ownership

0.009%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#266

of 651 holders

Holding Since

Dec 2021

17 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Avidian Wealth Enterprises, LLC holds $3,480,726 across 6 Insurance - Property & Casualty names. ORI ranks #1 (25.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ORI	Old Republic International Corp This page	21,262	$870,041
2	ALL	Allstate Corp	3,403	$809,709
3	CB	Chubb Ltd	2,066	$703,968
4	TRV	Travelers Companies, Inc.	1,941	$640,762
5	KNSL	Kinsale Capital Group, Inc.	774	$255,272
6	PGR	Progressive Corp/Oh/	920	$200,974

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$870,041	21,262	-9.3%	Shares	Sole	2026-07-24
2026-03-31	$934,976	23,433	+8.9%	Shares	Sole	2026-05-07
2025-12-31	$982,401	21,525	+23.7%	Shares	Sole	2026-02-02
2025-09-30	$739,147	17,404	+58.3%	Shares	Sole	2025-10-30
2025-06-30	$422,686	10,996	+3.5%	Shares	Sole	2025-07-30
2025-03-31	$416,594	10,622	+1.4%	Shares	Sole	2025-04-25
2024-12-31	$379,271	10,480	-19.8%	Shares	Sole	2025-01-29
2024-09-30	$462,620	13,061	0.0%	Shares	Sole	2024-10-30
2024-06-30	$403,584	13,061	0.0%	Shares	Sole	2024-08-06
2024-03-31	$401,233	13,061	-1.1%	Shares	Sole	2024-05-03
2023-12-31	$388,403	13,211	0.0%	Shares	Sole	2024-02-06
2023-09-30	$355,904	13,211	0.0%	Shares	Sole	2023-10-13
2023-06-30	$332,520	13,211	+60.4%	Shares	Sole	2023-08-03
2023-03-31	$205,627	8,235	-8.7%	Shares	Sole	2023-05-08
2022-06-30	$201,664	9,019	-13.6%	Shares	Sole	2022-07-29
2022-03-31	$269,901	10,433	+0.0%	Shares	Sole	2022-05-10
2021-12-31	$256,418	10,432	—	Shares	Sole	2022-02-14
No filing history on record for this holder in this stock.