Position in ORI
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,129,226
-$215,682 QoQ
Shares Held
27,596
-18.1% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#241
of 651 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 91%
Shared 0%
None 9%
Common Shares in ORI Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026STIFEL FINANCIAL CORP holds $557,169,328 across 24 Insurance - Property & Casualty names. ORI ranks #16 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
|
871,924 | $297,099,380 | |
| 2 | PGR |
Progressive Corp/Oh/
|
275,475 | $60,177,510 | |
| 3 | TRV |
Travelers Companies, Inc.
|
140,430 | $46,358,749 | |
| 4 | ALL |
Allstate Corp
|
187,346 | $44,577,104 | |
| 5 | WRB |
Berkley W R Corp
|
620,960 | $43,796,306 | |
| 6 | CINF |
Cincinnati Financial Corp
|
90,208 | $16,701,106 | |
| 7 | RLI |
Rli Corp
|
228,443 | $13,494,125 | |
| 8 | KNSL |
Kinsale Capital Group, Inc.
|
26,252 | $8,658,171 |
All Filings in ORI
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,129,226 | 27,596 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $1,344,908 | 33,707 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $2,593,309 | 56,821 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $2,415,097 | 56,866 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $2,236,745 | 58,188 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $1,353,559 | 34,512 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $1,164,231 | 32,170 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $1,236,368 | 34,906 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $1,063,298 | 34,411 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $1,116,886 | 36,357 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $1,141,336 | 38,821 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $1,060,679 | 39,372 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $976,191 | 38,784 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $2,022,117 | 80,982 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $1,876,791 | 77,714 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $1,656,252 | 79,133 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $1,749,646 | 78,249 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $2,027,223 | 78,362 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $1,879,656 | 76,471 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $1,468,246 | 63,478 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $982,051 | 39,424 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $854,183 | 39,111 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $766,383 | 38,883 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $600,904 | 40,767 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $669,149 | 41,027 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $890,203 | 58,374 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||