Position in ORI
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$10,167,515
+$1,969,781 QoQ
Shares Held
248,473
+20.9% QoQ
Ownership
0.103%
of shares outstanding
% of Portfolio
0.92%
of 13F equity value
Holder Rank
#76
of 651 holders
Holding Since
Mar 2022
18 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, 2026Bogart Wealth, LLC holds $10,669,841 across 21 Insurance - Property & Casualty names. ORI ranks #1 (95.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ORI |
Old Republic International Corp
This page
|
248,473 | $10,167,515 | |
| 2 | ALL |
Allstate Corp
|
655 | $155,850 | |
| 3 | TRV |
Travelers Companies, Inc.
|
239 | $78,898 | |
| 4 | CB |
Chubb Ltd
|
208 | $70,873 | |
| 5 | PGR |
Progressive Corp/Oh/
|
180 | $39,321 | |
| 6 | L |
Loews Corp
|
344 | $38,944 | |
| 7 | WRB |
Berkley W R Corp
|
440 | $31,033 | |
| 8 | KNSL |
Kinsale Capital Group, Inc.
|
82 | $27,044 |
All Filings in ORI
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,167,515 | 248,473 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $8,197,734 | 205,457 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $9,141,783 | 200,302 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $8,746,271 | 205,940 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $8,117,567 | 211,175 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $8,192,940 | 208,897 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $7,473,922 | 206,519 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $7,389,922 | 208,637 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $6,531,054 | 211,361 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $8,814,766 | 286,939 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $8,443,680 | 287,200 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $9,249,929 | 343,353 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $8,782,316 | 348,920 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $8,736,328 | 349,873 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $7,839,379 | 324,612 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $6,438,591 | 307,625 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $5,758,750 | 257,547 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $5,350,873 | 206,837 | Shares | Sole | 2022-04-22 | |
| No filing history on record for this holder in this stock. | ||||||