PlanVest Financial, Inc
Position in ORI — Old Republic International Corp
CIK 2135239
GAITHERSBURG, MD
Position in ORI
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$32,736
+$816 QoQ
Shares Held
800
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#526
of 651 holders
Holding Since
Mar 2026
2 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, 2026PlanVest Financial, Inc holds $161,197 across 4 Insurance - Property & Casualty names. ORI ranks #3 (20.3% of the industry book) .
All Filings in ORI
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $32,736 | 800 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $31,920 | 800 | Shares | Sole | 2026-05-14 | |
| No filing history on record for this holder in this stock. | ||||||