BARTLETT & CO. WEALTH MANAGEMENT LLC
Position in ORI — Old Republic International Corp
CIK 2010186
CINCINNATI, OH
Position in ORI
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$159
New position
Shares Held
4
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026BARTLETT & CO. WEALTH MANAGEMENT LLC holds $117,202,814 across 14 Insurance - Property & Casualty names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
|
225,744 | $76,920,010 | |
| 2 | CINF |
Cincinnati Financial Corp
|
133,410 | $24,699,527 | |
| 3 | TRV |
Travelers Companies, Inc.
|
36,959 | $12,200,905 | |
| 4 | ALL |
Allstate Corp
|
9,636 | $2,292,789 | |
| 5 | PGR |
Progressive Corp/Oh/
|
1,405 | $306,922 | |
| 6 | L |
Loews Corp
|
2,613 | $295,817 | |
| 7 | PLMR |
Palomar Holdings, Inc.
|
1,423 | $179,852 | |
| 8 | KNSL |
Kinsale Capital Group, Inc.
|
396 | $130,604 |
All Filings in ORI
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $159 | 4 | Shares | Sole | 2026-05-06 | |
| No filing history on record for this holder in this stock. | ||||||