EverSource Wealth Advisors, LLC
Position in ORI — Old Republic International Corp
CIK 1710537
BIRMINGHAM, AL
Position in ORI
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$249,485
-$227,355 QoQ
Shares Held
6,097
-49.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#449
of 653 holders
Holding Since
Jun 2022
17 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ORI Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026EverSource Wealth Advisors, LLC holds $20,122,308 across 42 Insurance - Property & Casualty names. ORI ranks #8 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PGR |
Progressive Corp/Oh/
|
66,007 | $14,419,224 | |
| 2 | CB |
Chubb Ltd
|
5,695 | $1,940,507 | |
| 3 | TRV |
Travelers Companies, Inc.
|
2,280 | $752,668 | |
| 4 | ALL |
Allstate Corp
|
2,227 | $529,887 | |
| 5 | WRB |
Berkley W R Corp
|
3,936 | $277,600 | |
| 6 | CINF |
Cincinnati Financial Corp
|
1,413 | $261,598 | |
| 7 | L |
Loews Corp
|
2,207 | $249,850 | |
| 8 | ORI |
Old Republic International Corp
This page
|
6,097 | $249,485 |
All Filings in ORI
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $249,485 | 6,097 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $476,840 | 11,951 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $552,694 | 12,110 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $507,005 | 11,938 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $443,097 | 11,527 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $183,625 | 4,682 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $144,358 | 3,989 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $120,319 | 3,397 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $132,218 | 4,279 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $124,781 | 4,062 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 | $117,717 | 4,004 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $107,139 | 3,977 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $100,099 | 3,977 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $68,441 | 2,741 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $63,345 | 2,623 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $86,984 | 4,156 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $67,325 | 3,011 | Shares | Sole | 2022-08-01 | |
| No filing history on record for this holder in this stock. | ||||||