WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
Position in ORI — Old Republic International Corp
CIK 1632972
PLYMOUTH, MN
Position in ORI
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$28,438,417
+$7,192,346 QoQ
Shares Held
694,976
+30.5% QoQ
Ownership
0.288%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#35
of 641 holders
Holding Since
Sep 2021
14 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in ORI Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $595,818,130 across 29 Insurance - Property & Casualty names. ORI ranks #6 (4.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
|
648,956 | $221,125,267 | |
| 2 | TRV |
Travelers Companies, Inc.
|
327,681 | $108,174,051 | |
| 3 | ALL |
Allstate Corp
|
369,307 | $87,872,907 | |
| 4 | PGR |
Progressive Corp/Oh/
|
159,145 | $34,765,225 | |
| 5 | CINF |
Cincinnati Financial Corp
|
185,044 | $34,259,046 | |
| 6 | ORI |
Old Republic International Corp
This page
|
694,976 | $28,438,417 | |
| 7 | WRB |
Berkley W R Corp
|
377,811 | $26,647,009 | |
| 8 | AFG |
American Financial Group Inc
|
90,701 | $12,692,697 |
All Filings in ORI
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $28,438,417 | 694,976 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $21,246,071 | 532,483 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $32,354,971 | 708,917 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $27,655,996 | 651,189 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $24,380,339 | 634,244 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $23,142,898 | 590,079 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $20,494,541 | 566,304 | Shares | Sole | 2025-03-17 | |
| 2024-09-30 | $19,814,195 | 559,407 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $17,584,201 | 569,068 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $17,463,029 | 568,458 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $16,942,191 | 576,265 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $15,761,516 | 585,060 | Shares | Sole | 2023-11-13 | |
| 2022-12-31 | $779,127 | 32,262 | Shares | Sole | 2023-02-01 | |
| 2021-09-30 | $1,184,672 | 51,218 | Shares | Sole | 2021-11-03 | |
| No filing history on record for this holder in this stock. | ||||||