Position in ORI
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,682,835
+$390,913 QoQ
Shares Held
41,125
+27.0% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#211
of 651 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 7%
Shared 0%
None 93%
Common Shares in ORI Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026NewEdge Wealth, LLC holds $31,556,876 across 11 Insurance - Property & Casualty names. ORI ranks #7 (5.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PGR |
Progressive Corp/Oh/
|
43,156 | $9,427,428 | |
| 2 | TRV |
Travelers Companies, Inc.
|
14,064 | $4,642,807 | |
| 3 | WRB |
Berkley W R Corp
|
64,538 | $4,551,865 | |
| 4 | CB |
Chubb Ltd
|
13,199 | $4,497,427 | |
| 5 | CINF |
Cincinnati Financial Corp
|
14,835 | $2,746,551 | |
| 6 | RLI |
Rli Corp
|
37,891 | $2,238,221 | |
| 7 | ORI |
Old Republic International Corp
This page
|
41,125 | $1,682,835 | |
| 8 | ALL |
Allstate Corp
|
3,235 | $769,735 |
All Filings in ORI
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,682,835 | 41,125 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $1,291,922 | 32,379 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,185,042 | 25,965 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $863,245 | 20,326 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $682,732 | 17,761 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $241,438 | 6,156 | Shares | Sole | 2025-05-09 | |
| No filing history on record for this holder in this stock. | ||||||