Corient Private Wealth LLC

Position in ORI — Old Republic International Corp

CIK 1948780 MIAMI, FL

Position in ORI

as of Jun 30, 2026 · filed Aug 17, 2026 Compact

Position Value

$7,797,306

-$3,654,512 QoQ

Shares Held

190,550

-33.6% QoQ

Ownership

0.079%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#91

of 651 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 10% Shared 3% None 88%

Financial Services · as of Jun 30, 2026

Corient Private Wealth LLC holds $531,578,481 across 28 Insurance - Property & Casualty names. ORI ranks #9 (1.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CB	Chubb Ltd	670,755	$228,553,058
2	PGR	Progressive Corp/Oh/	484,554	$105,850,821
3	ALL	Allstate Corp	252,378	$60,050,821
4	TRV	Travelers Companies, Inc.	154,685	$51,064,612
5	CINF	Cincinnati Financial Corp	66,342	$12,282,557
6	WRB	Berkley W R Corp	129,151	$9,109,020
7	L	Loews Corp	78,999	$8,943,476
8	AIZ	Assurant, Inc.	33,284	$8,937,752

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$7,797,306	190,550	-33.6%	Shares	Sole	2026-08-17
2026-03-31	$11,451,818	287,013	+182.4%	Shares	Sole	2026-05-15
2025-12-31	$4,638,484	101,632	+19.1%	Shares	Sole	2026-03-09
2025-09-30	$3,623,242	85,313	+6.8%	Shares	Defined	2025-11-14
2025-06-30	$3,071,009	79,891	+3.5%	Shares	Sole	2025-09-26
2025-03-31	$3,026,999	77,180	+7.3%	Shares	Sole	2025-05-14
2024-12-31	$2,603,870	71,950	-7.0%	Shares	Sole	2025-02-10
2024-09-30	$2,741,047	77,387	+15.3%	Shares	Sole	2024-11-12
2024-06-30	$2,073,359	67,099	+219.7%	Shares	Sole	2024-08-13
2024-03-31	$644,843	20,991	-69.7%	Shares	Sole	2024-05-09
2023-12-31	$2,037,184	69,292	-45.6%	Shares	Sole	2024-02-09
2023-09-30	$3,428,680	127,271	+1.8%	Shares	Sole	2023-11-03
2023-06-30	$3,146,526	125,011	+90.6%	Shares	Sole	2023-08-10
2023-03-31	$1,638,106	65,603	+69.8%	Shares	Sole	2023-05-15
2022-12-31	$933,204	38,642	—	Shares	Sole	2023-02-15
No filing history on record for this holder in this stock.