Position in ORI
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$378,182
-$4,817 QoQ
Shares Held
9,242
-3.7% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#373
of 651 holders
Holding Since
Mar 2026
2 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, 2026Advisor OS, LLC holds $4,541,377 across 6 Insurance - Property & Casualty names. ORI ranks #5 (8.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
|
4,698 | $1,600,793 | |
| 2 | ALL |
Allstate Corp
|
3,843 | $914,400 | |
| 3 | KNSL |
Kinsale Capital Group, Inc.
|
2,018 | $665,555 | |
| 4 | TRV |
Travelers Companies, Inc.
|
1,910 | $630,527 | |
| 5 | ORI |
Old Republic International Corp
This page
|
9,242 | $378,182 | |
| 6 | PGR |
Progressive Corp/Oh/
|
1,611 | $351,920 |
All Filings in ORI
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $378,182 | 9,242 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $382,999 | 9,599 | Shares | Sole | 2026-05-08 | |
| No filing history on record for this holder in this stock. | ||||||