Position in ORI
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$1,106,313
-$243,304 QoQ
Shares Held
27,036
-20.1% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#245
of 651 holders
Holding Since
Jun 2022
16 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in ORI Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026Ethic Inc. holds $104,842,870 across 15 Insurance - Property & Casualty names. ORI ranks #12 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
|
56,773 | $19,344,832 | |
| 2 | PGR |
Progressive Corp/Oh/
|
86,709 | $18,941,581 | |
| 3 | L |
Loews Corp
|
143,177 | $16,209,068 | |
| 4 | ALL |
Allstate Corp
|
67,931 | $16,163,502 | |
| 5 | TRV |
Travelers Companies, Inc.
|
48,739 | $16,089,718 | |
| 6 | CINF |
Cincinnati Financial Corp
|
20,910 | $3,871,277 | |
| 7 | AIZ |
Assurant, Inc.
|
13,169 | $3,536,271 | |
| 8 | MKL |
Markel Group Inc.
|
1,464 | $2,859,206 |
All Filings in ORI
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,106,313 | 27,036 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $1,349,617 | 33,825 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $1,858,506 | 40,721 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $704,025 | 16,577 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $660,168 | 17,174 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $671,211 | 17,114 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $574,878 | 15,885 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $496,092 | 14,006 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $459,946 | 14,885 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $430,264 | 14,006 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $449,790 | 15,299 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $470,049 | 17,448 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $796,756 | 31,655 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $840,889 | 33,676 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $818,660 | 33,899 | Shares | Sole | 2023-02-14 | |
| 2022-06-30 | $230,553 | 10,311 | Shares | Sole | 2022-08-10 | |
| No filing history on record for this holder in this stock. | ||||||