Measured Wealth Private Client Group, LLC
Position in ORI — Old Republic International Corp
CIK 1720235
PORTSMOUTH, NH
Position in ORI
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$78,116
-$47,968 QoQ
Shares Held
1,909
-39.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#504
of 651 holders
Holding Since
Jun 2023
13 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, 2026Measured Wealth Private Client Group, LLC holds $2,226,528 across 10 Insurance - Property & Casualty names. ORI ranks #5 (3.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCY |
Mercury General Corp
|
8,912 | $950,197 | |
| 2 | TRV |
Travelers Companies, Inc.
|
2,524 | $833,222 | |
| 3 | CB |
Chubb Ltd
|
383 | $130,503 | |
| 4 | ALL |
Allstate Corp
|
443 | $105,407 | |
| 5 | ORI |
Old Republic International Corp
This page
|
1,909 | $78,116 | |
| 6 | WRB |
Berkley W R Corp
|
946 | $66,721 | |
| 7 | MKL |
Markel Group Inc.
|
15 | $29,295 | |
| 8 | CNA |
Cna Financial Corp
|
306 | $14,874 |
All Filings in ORI
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $78,116 | 1,909 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $126,084 | 3,160 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,069,208 | 23,427 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $1,062,599 | 25,020 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $995,519 | 25,898 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $917,277 | 23,388 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $690,613 | 19,083 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $368,863 | 10,414 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $277,760 | 8,989 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $250,613 | 8,158 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $965,525 | 32,841 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $839,585 | 31,165 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $682,811 | 27,128 | Shares | Sole | 2023-07-20 | |
| No filing history on record for this holder in this stock. | ||||||