Position in ORI
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$359,564
-$149,320 QoQ
Shares Held
8,787
-31.1% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#383
of 651 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ORI Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026Atria Investments, Inc holds $43,360,825 across 17 Insurance - Property & Casualty names. ORI ranks #14 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
|
47,028 | $16,024,320 | |
| 2 | PGR |
Progressive Corp/Oh/
|
37,251 | $8,137,480 | |
| 3 | WRB |
Berkley W R Corp
|
68,714 | $4,846,398 | |
| 4 | MKL |
Markel Group Inc.
|
1,719 | $3,357,224 | |
| 5 | ALL |
Allstate Corp
|
11,982 | $2,850,997 | |
| 6 | CINF |
Cincinnati Financial Corp
|
13,355 | $2,472,544 | |
| 7 | RLI |
Rli Corp
|
18,393 | $1,086,474 | |
| 8 | KNSL |
Kinsale Capital Group, Inc.
|
2,233 | $736,465 |
All Filings in ORI
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $359,564 | 8,787 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $508,884 | 12,754 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $563,562 | 12,348 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $503,439 | 11,854 | Shares | Sole | 2025-11-06 | |
| No filing history on record for this holder in this stock. | ||||||