Position in ORI
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$3,969
+$215 QoQ
Shares Held
97
-8.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#598
of 651 holders
Holding Since
Sep 2024
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ORI Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026GoalVest Advisory LLC holds $159,942 across 6 Insurance - Property & Casualty names. ORI ranks #5 (2.5% of the industry book) .
All Filings in ORI
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,969 | 97 | Shares | Sole | 2026-07-09 | |
| 2024-09-30 | $3,754 | 106 | Shares | Sole | 2024-11-06 | |
| No filing history on record for this holder in this stock. | ||||||