Root Financial Partners, LLC
Position in ORI — Old Republic International Corp
CIK 1977181
ENCINITAS, CA
Position in ORI
as of Mar 31, 2026
· filed Apr 24, 2026
Position Value
$62,882
-$55 QoQ
Shares Held
1,576
+14.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 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, 2026Root Financial Partners, LLC holds $1,287,861 across 3 Insurance - Property & Casualty names.
All Filings in ORI
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $62,882 | 1,576 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $62,937 | 1,379 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $54,276 | 1,278 | Shares | Sole | 2025-10-29 | |
| No filing history on record for this holder in this stock. | ||||||