Integrated Wealth Concepts LLC
Position in ORI — Old Republic International Corp
CIK 1737109
WALTHAM, MA
Position in ORI
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$468,534
+$8,128 QoQ
Shares Held
11,450
-0.8% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#350
of 651 holders
Holding Since
Sep 2021
18 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, 2026Integrated Wealth Concepts LLC holds $50,492,454 across 42 Insurance - Property & Casualty names. ORI ranks #9 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PGR |
Progressive Corp/Oh/
|
92,721 | $20,254,902 | |
| 2 | CINF |
Cincinnati Financial Corp
|
50,226 | $9,298,841 | |
| 3 | CB |
Chubb Ltd
|
24,844 | $8,465,344 | |
| 4 | TRV |
Travelers Companies, Inc.
|
15,106 | $4,986,792 | |
| 5 | ALL |
Allstate Corp
|
7,778 | $1,850,697 | |
| 6 | WRB |
Berkley W R Corp
|
12,043 | $849,392 | |
| 7 | L |
Loews Corp
|
5,957 | $674,391 | |
| 8 | MKL |
Markel Group Inc.
|
311 | $607,386 |
All Filings in ORI
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $468,534 | 11,450 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $460,406 | 11,539 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $4,093,451 | 89,690 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $4,587,057 | 108,007 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $3,874,060 | 100,782 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $3,479,284 | 88,712 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $3,414,381 | 94,346 | Shares | Other | 2025-02-14 | |
| 2024-09-30 | $2,965,468 | 83,723 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $2,577,307 | 83,408 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $2,575,196 | 83,828 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,725,250 | 58,682 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $1,487,572 | 55,218 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $789,029 | 31,348 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $1,091,064 | 43,695 | Shares | Sole | 2023-05-03 | |
| 2022-06-30 | $347,429 | 15,538 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $396,431 | 15,324 | Shares | Other | 2022-05-12 | |
| 2021-12-31 | $323,792 | 13,173 | Shares | Other | 2022-02-15 | |
| 2021-09-30 | $253,527 | 10,961 | Shares | Other | 2021-11-15 | |
| No filing history on record for this holder in this stock. | ||||||