Position in ORI
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,409,694
+$15,349 QoQ
Shares Held
34,450
-1.4% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#224
of 651 holders
Holding Since
Jun 2024
9 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, 2026Summit Financial, LLC holds $16,629,060 across 11 Insurance - Property & Casualty names. ORI ranks #2 (8.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
|
28,845 | $9,828,645 | |
| 2 | ORI |
Old Republic International Corp
This page
|
34,450 | $1,409,694 | |
| 3 | ALL |
Allstate Corp
|
5,627 | $1,338,888 | |
| 4 | PGR |
Progressive Corp/Oh/
|
5,370 | $1,173,076 | |
| 5 | TRV |
Travelers Companies, Inc.
|
2,433 | $803,181 | |
| 6 | CINF |
Cincinnati Financial Corp
|
4,074 | $754,260 | |
| 7 | AFG |
American Financial Group Inc
|
2,349 | $328,719 | |
| 8 | WRB |
Berkley W R Corp
|
4,366 | $307,933 |
All Filings in ORI
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,409,694 | 34,450 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,394,345 | 34,946 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,078,518 | 23,631 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,056,271 | 24,871 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $985,294 | 25,632 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $997,246 | 25,427 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $217,755 | 6,017 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $200,831 | 5,670 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $201,869 | 6,533 | Shares | Sole | 2024-07-31 | |
| No filing history on record for this holder in this stock. | ||||||