Position in ORI
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$258,819
-$113,448 QoQ
Shares Held
6,325
-32.2% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#445
of 651 holders
Holding Since
Dec 2020
23 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, 2026Clearstead Advisors, LLC holds $47,715,990 across 41 Insurance - Property & Casualty names. ORI ranks #10 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PGR |
Progressive Corp/Oh/
|
88,432 | $19,317,970 | |
| 2 | CINF |
Cincinnati Financial Corp
|
68,410 | $12,665,427 | |
| 3 | CB |
Chubb Ltd
|
13,387 | $4,561,486 | |
| 4 | ALL |
Allstate Corp
|
14,863 | $3,536,502 | |
| 5 | TRV |
Travelers Companies, Inc.
|
9,273 | $3,061,202 | |
| 6 | KNSL |
Kinsale Capital Group, Inc.
|
4,921 | $1,622,995 | |
| 7 | MKL |
Markel Group Inc.
|
639 | $1,247,973 | |
| 8 | AIZ |
Assurant, Inc.
|
2,199 | $590,497 |
All Filings in ORI
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $258,819 | 6,325 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $372,267 | 9,330 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $462,333 | 10,130 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $340,142 | 8,009 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $284,494 | 7,401 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $123,543 | 3,150 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $38,144 | 1,054 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $42,185 | 1,191 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $36,771 | 1,190 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $32,133 | 1,046 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $30,752 | 1,046 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $28,179 | 1,046 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $26,327 | 1,046 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $26,118 | 1,046 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $25,260 | 1,046 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $21,892 | 1,046 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $23,388 | 1,046 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $27,060 | 1,046 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $25,710 | 1,046 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $24,193 | 1,046 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $26,055 | 1,046 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $22,844 | 1,046 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $20,616 | 1,046 | Shares | Sole | 2021-02-11 | |
| No filing history on record for this holder in this stock. | ||||||