Position in ORI
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$24,552
+$612 QoQ
Shares Held
600
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#544
of 651 holders
Holding Since
Jun 2021
19 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, 2026Caldwell Trust Co holds $6,109,804 across 8 Insurance - Property & Casualty names. ORI ranks #7 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WRB |
Berkley W R Corp
|
45,219 | $3,189,296 | |
| 2 | ALL |
Allstate Corp
|
9,778 | $2,326,577 | |
| 3 | TRV |
Travelers Companies, Inc.
|
1,079 | $356,199 | |
| 4 | HCI |
HCI Group, Inc.
|
544 | $95,336 | |
| 5 | CB |
Chubb Ltd
|
233 | $79,392 | |
| 6 | CINF |
Cincinnati Financial Corp
|
190 | $35,176 | |
| 7 | ORI |
Old Republic International Corp
This page
|
600 | $24,552 | |
| 8 | PGR |
Progressive Corp/Oh/
|
15 | $3,276 |
All Filings in ORI
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $24,552 | 600 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $23,940 | 600 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $27,384 | 600 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $44,593 | 1,050 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $23,064 | 600 | Shares | Sole | 2025-09-22 | |
| 2025-03-31 | $23,532 | 600 | Shares | Sole | 2025-09-23 | |
| 2024-12-31 | $21,714 | 600 | Shares | Sole | 2025-09-24 | |
| 2024-09-30 | $21,252 | 600 | Shares | Sole | 2025-09-24 | |
| 2023-12-31 | $3,616 | 123 | Shares | Sole | 2025-10-01 | |
| 2023-09-30 | $3,313 | 123 | Shares | Sole | 2025-10-01 | |
| 2023-06-30 | $3,095 | 123 | Shares | Sole | 2025-10-01 | |
| 2023-03-31 | $3,071 | 123 | Shares | Sole | 2025-10-01 | |
| 2022-12-31 | $2,970 | 123 | Shares | Sole | 2025-10-01 | |
| 2022-09-30 | $2,574 | 123 | Shares | Sole | 2025-10-01 | |
| 2022-06-30 | $2,750 | 123 | Shares | Sole | 2025-10-02 | |
| 2022-03-31 | $3,182 | 123 | Shares | Sole | 2025-10-02 | |
| 2021-12-31 | $3,023 | 123 | Shares | Sole | 2025-10-02 | |
| 2021-09-30 | $2,844 | 123 | Shares | Sole | 2025-10-02 | |
| 2021-06-30 | $3,063 | 123 | Shares | Sole | 2025-10-02 | |
| No filing history on record for this holder in this stock. | ||||||