Position in ORI
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$302,316
+$7,535 QoQ
Shares Held
7,388
0.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#411
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, 2026OPPENHEIMER & CO INC holds $22,606,082 across 13 Insurance - Property & Casualty names. ORI ranks #13 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
|
20,339 | $6,930,310 | |
| 2 | CINF |
Cincinnati Financial Corp
|
14,129 | $2,615,843 | |
| 3 | TRV |
Travelers Companies, Inc.
|
7,781 | $2,568,663 | |
| 4 | KNSL |
Kinsale Capital Group, Inc.
|
7,389 | $2,436,966 | |
| 5 | MKL |
Markel Group Inc.
|
962 | $1,878,795 | |
| 6 | ALL |
Allstate Corp
|
7,425 | $1,766,704 | |
| 7 | PGR |
Progressive Corp/Oh/
|
4,881 | $1,066,254 | |
| 8 | HGTY |
Hagerty, Inc.
|
89,417 | $1,065,850 |
All Filings in ORI
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $302,316 | 7,388 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $294,781 | 7,388 | Shares | Sole | 2026-04-24 | |
| No filing history on record for this holder in this stock. | ||||||