Shepherd Financial Partners LLC
Position in ORI — Old Republic International Corp
CIK 1696628
WINCHESTER, MA
Position in ORI
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$270,072
+$7,052 QoQ
Shares Held
6,600
+0.1% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#436
of 651 holders
Holding Since
Sep 2024
8 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, 2026Shepherd Financial Partners LLC holds $3,961,003 across 2 Insurance - Property & Casualty names. ORI ranks #2 (6.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PGR |
Progressive Corp/Oh/
|
16,896 | $3,690,931 | |
| 2 | ORI |
Old Republic International Corp
This page
|
6,600 | $270,072 |
All Filings in ORI
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $270,072 | 6,600 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $263,020 | 6,592 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $298,029 | 6,530 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $277,074 | 6,524 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $250,551 | 6,518 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $255,361 | 6,511 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $233,606 | 6,455 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $228,423 | 6,449 | Shares | Sole | 2024-10-28 | |
| No filing history on record for this holder in this stock. | ||||||