Position in ORI
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$2,414
-$16,339 QoQ
Shares Held
59
-87.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#611
of 651 holders
Holding Since
Jun 2024
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ORI Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026MONTAG A & ASSOCIATES INC holds $14,629,658 across 9 Insurance - Property & Casualty names. ORI ranks #9 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MKL |
Markel Group Inc.
|
3,040 | $5,937,150 | |
| 2 | WRB |
Berkley W R Corp
|
71,030 | $5,009,745 | |
| 3 | CB |
Chubb Ltd
|
4,725 | $1,609,996 | |
| 4 | L |
Loews Corp
|
9,597 | $1,086,476 | |
| 5 | TRV |
Travelers Companies, Inc.
|
1,896 | $625,907 | |
| 6 | PGR |
Progressive Corp/Oh/
|
697 | $152,259 | |
| 7 | ALL |
Allstate Corp
|
600 | $142,764 | |
| 8 | CINF |
Cincinnati Financial Corp
|
340 | $62,947 |
All Filings in ORI
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,414 | 59 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $18,753 | 470 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $4,427 | 97 | Shares | Sole | 2026-02-02 | |
| 2024-06-30 | $20,085 | 650 | Shares | Sole | 2024-07-31 | |
| No filing history on record for this holder in this stock. | ||||||