Position in ORI
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$25,093,708
+$24,597,288 QoQ
Shares Held
613,239
+4828.8% QoQ
Ownership
0.254%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#39
of 654 holders
Holding Since
Dec 2021
19 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, 2026AE Wealth Management LLC holds $55,493,692 across 15 Insurance - Property & Casualty names. ORI ranks #1 (45.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ORI |
Old Republic International Corp
This page
|
613,239 | $25,093,708 | |
| 2 | ALL |
Allstate Corp
|
26,054 | $6,199,271 | |
| 3 | TRV |
Travelers Companies, Inc.
|
16,535 | $5,458,516 | |
| 4 | PGR |
Progressive Corp/Oh/
|
20,265 | $4,426,868 | |
| 5 | CB |
Chubb Ltd
|
11,071 | $3,772,311 | |
| 6 | CNA |
Cna Financial Corp
|
49,457 | $2,404,101 | |
| 7 | CINF |
Cincinnati Financial Corp
|
11,357 | $2,102,623 | |
| 8 | PRCH |
Porch Group, Inc.
|
126,509 | $1,902,695 |
All Filings in ORI
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $25,093,708 | 613,239 | Shares | Other | 2026-08-03 | |
| 2026-03-31 | $496,420 | 12,442 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $17,298,037 | 379,011 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $15,874,326 | 373,778 | Shares | Other | 2025-11-03 | |
| 2025-06-30 | $14,463,991 | 376,275 | Shares | Other | 2025-08-06 | |
| 2025-03-31 | $1,242,956 | 31,692 | Shares | Other | 2025-05-06 | |
| 2024-12-31 | $277,170 | 7,659 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $304,609 | 8,600 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $347,312 | 11,240 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $356,224 | 11,596 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $4,133,904 | 140,609 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $4,315,626 | 160,194 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $3,324,881 | 132,097 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $498,675 | 19,971 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $431,560 | 17,870 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $262,797 | 12,556 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $217,294 | 9,718 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $718,901 | 27,789 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $200,056 | 8,139 | Shares | Sole | 2022-01-20 | |
| No filing history on record for this holder in this stock. | ||||||