Insight Wealth Strategies, LLC

Position in ORI — Old Republic International Corp

CIK 1749914 SAN RAMON, CA

Position in ORI

as of Jun 30, 2026 · filed Jul 10, 2026 Compact

Position Value

$3,503,856

+$733,839 QoQ

Shares Held

85,627

+23.3% QoQ

Ownership

0.035%

of shares outstanding

% of Portfolio

0.84%

of 13F equity value

Holder Rank

#138

of 651 holders

Holding Since

Mar 2022

18 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Insight Wealth Strategies, LLC holds $3,503,856 across 1 Insurance - Property & Casualty name. ORI ranks #1 (100.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	ORI	Old Republic International Corp This page	85,627	$3,503,856

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,503,856	85,627	+23.3%	Shares	Sole	2026-07-10
2026-03-31	$2,770,017	69,424	+11.8%	Shares	Sole	2026-04-10
2025-12-31	$2,833,148	62,076	+2.5%	Shares	Sole	2026-01-02
2025-09-30	$2,571,218	60,542	+3.5%	Shares	Sole	2025-10-06
2025-06-30	$2,249,278	58,514	-15.5%	Shares	Sole	2025-07-07
2025-03-31	$2,715,396	69,235	+3.7%	Shares	Sole	2025-04-03
2024-12-31	$2,417,347	66,796	-4.6%	Shares	Sole	2025-01-06
2024-09-30	$2,481,241	70,052	+1.7%	Shares	Sole	2024-10-07
2024-06-30	$2,129,226	68,907	+2.2%	Shares	Sole	2024-07-08
2024-03-31	$2,070,896	67,412	-1.7%	Shares	Sole	2024-04-05
2023-12-31	$2,016,193	68,578	+3.1%	Shares	Sole	2024-01-12
2023-09-30	$1,791,132	66,486	+7.3%	Shares	Sole	2023-10-13
2023-06-30	$1,559,885	61,974	+0.4%	Shares	Sole	2023-07-14
2023-03-31	$1,540,624	61,699	-4.8%	Shares	Sole	2023-04-06
2022-12-31	$1,565,233	64,813	+7.1%	Shares	Sole	2023-01-06
2022-09-30	$1,266,641	60,518	0.0%	Shares	Sole	2022-10-03
2022-06-30	$1,353,182	60,518	+10.0%	Shares	Sole	2022-07-01
2022-03-31	$1,423,108	55,010	—	Shares	Sole	2022-04-12
No filing history on record for this holder in this stock.