Geneos Wealth Management Inc.
Position in ORI — Old Republic International Corp
CIK 1764754
ENGLEWOOD, CO
Position in ORI
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$1,353,551
+$65,300 QoQ
Shares Held
33,078
+2.4% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#231
of 651 holders
Holding Since
Mar 2020
26 quarters on record
Common Shares in ORI Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026Geneos Wealth Management Inc. holds $21,179,075 across 15 Insurance - Property & Casualty names. ORI ranks #5 (6.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PGR |
Progressive Corp/Oh/
|
35,402 | $7,733,566 | |
| 2 | CB |
Chubb Ltd
|
17,969 | $6,122,757 | |
| 3 | CINF |
Cincinnati Financial Corp
|
12,702 | $2,351,648 | |
| 4 | TRV |
Travelers Companies, Inc.
|
4,739 | $1,564,438 | |
| 5 | ORI |
Old Republic International Corp
This page
|
33,078 | $1,353,551 | |
| 6 | ALL |
Allstate Corp
|
2,912 | $692,881 | |
| 7 | WRB |
Berkley W R Corp
|
5,917 | $417,326 | |
| 8 | MKL |
Markel Group Inc.
|
184 | $359,353 |
All Filings in ORI
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,353,551 | 33,078 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $1,288,251 | 32,287 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $1,521,455 | 33,336 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $1,419,984 | 33,435 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $1,252,490 | 32,583 | Shares | Sole | 2025-08-18 | |
| 2025-03-31 | $1,072,980 | 27,358 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $83,128 | 2,297 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $80,863 | 2,283 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $63,932 | 2,069 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $63,559 | 2,069 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $60,828 | 2,069 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $98,357 | 3,651 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $91,895 | 3,651 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $51,213 | 2,051 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $88,171 | 3,651 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $76,415 | 3,651 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $81,636 | 3,651 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $79,032 | 3,055 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $74,993 | 3,051 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $70,569 | 3,051 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $78,591 | 3,155 | Shares | Sole | 2021-07-08 | |
| 2021-03-31 | $66,633 | 3,051 | Shares | Sole | 2021-06-17 | |
| 2020-12-31 | $60,135 | 3,051 | Shares | Sole | 2021-05-19 | |
| 2020-09-30 | $44,971 | 3,051 | Shares | Sole | 2021-09-07 | |
| 2020-06-30 | $49,761 | 3,051 | Shares | Sole | 2021-09-07 | |
| 2020-03-31 | $46,527 | 3,051 | Shares | Sole | 2021-09-07 | |
| No filing history on record for this holder in this stock. | ||||||