Position in ORI
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$495,254
+$31,976 QoQ
Shares Held
12,103
+4.2% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#342
of 651 holders
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 95%
Shared 0%
None 5%
Common Shares in ORI Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026EP Wealth Advisors, LLC holds $71,922,203 across 13 Insurance - Property & Casualty names. ORI ranks #9 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ALL |
Allstate Corp
|
195,664 | $46,556,292 | |
| 2 | TRV |
Travelers Companies, Inc.
|
38,042 | $12,558,425 | |
| 3 | CB |
Chubb Ltd
|
17,017 | $5,798,372 | |
| 4 | PGR |
Progressive Corp/Oh/
|
9,061 | $1,979,375 | |
| 5 | WRB |
Berkley W R Corp
|
16,943 | $1,194,989 | |
| 6 | MKL |
Markel Group Inc.
|
367 | $716,754 | |
| 7 | SIGI |
Selective Insurance Group Inc
|
5,808 | $563,434 | |
| 8 | UVE |
Universal Insurance Holdings, Inc.
|
13,482 | $557,615 |
All Filings in ORI
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $495,254 | 12,103 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $463,278 | 11,611 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $672,003 | 14,724 | Shares | Sole | 2026-02-18 | |
| 2025-06-30 | $339,309 | 8,827 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $589,084 | 15,020 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $536,227 | 14,817 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $462,620 | 13,061 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $298,710 | 9,667 | Shares | Sole | 2024-08-19 | |
| 2024-03-31 | $238,448 | 7,762 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $216,825 | 7,375 | Shares | Sole | 2024-02-28 | |
| No filing history on record for this holder in this stock. | ||||||