Focus Partners Wealth

Position in ORI — Old Republic International Corp

CIK 1542153 ST LOUIS, MO

Position in ORI

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$9,987,017

-$13,344,787 QoQ

Shares Held

244,062

-58.3% QoQ

Ownership

0.101%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#78

of 641 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 79% Shared 1% None 20%

Financial Services · as of Jun 30, 2026

Focus Partners Wealth holds $144,821,800 across 20 Insurance - Property & Casualty names. ORI ranks #6 (6.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CB	Chubb Ltd	143,133	$48,771,138
2	PGR	Progressive Corp/Oh/	81,743	$17,856,758
3	MKL	Markel Group Inc.	8,015	$15,653,375
4	ALL	Allstate Corp	44,496	$10,587,378
5	KNSL	Kinsale Capital Group, Inc.	31,783	$10,482,351
6	ORI	Old Republic International Corp This page	244,062	$9,987,017
7	THG	Hanover Insurance Group, Inc.	28,384	$6,077,582
8	L	Loews Corp	48,315	$5,469,741

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$9,987,017	244,062	-58.3%	Shares	Sole	2026-08-12
2026-03-31	$23,331,804	584,757	-2.8%	Shares	Sole	2026-05-15
2025-12-31	$27,459,579	601,656	+10.8%	Shares	Sole	2026-02-13
2025-09-30	$23,062,866	543,039	+164.2%	Shares	Sole	2025-11-14
2025-06-30	$7,901,495	205,554	-0.3%	Shares	Sole	2025-08-14
2025-03-31	$8,085,555	206,159	-0.3%	Shares	Sole	2025-05-20
2024-12-31	$7,479,785	206,681	+0.9%	Shares	Sole	2025-05-20
2024-09-30	$7,251,997	204,743	-47.2%	Shares	Sole	2024-11-14
2024-06-30	$11,980,052	387,704	+96.3%	Shares	Sole	2024-08-15
2024-03-31	$6,068,213	197,533	-4.0%	Shares	Sole	2024-05-16
2023-12-31	$6,050,196	205,789	—	Shares	Sole	2024-02-15
No filing history on record for this holder in this stock.