Position in ORI
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$1,098,578
+$263,112 QoQ
Shares Held
26,847
+28.2% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#249
of 651 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 44%
Shared 0%
None 56%
Common Shares in ORI Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026TRUIST FINANCIAL CORP holds $228,065,419 across 21 Insurance - Property & Casualty names. ORI ranks #11 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
|
171,233 | $58,345,931 | |
| 2 | TRV |
Travelers Companies, Inc.
|
147,405 | $48,661,337 | |
| 3 | PGR |
Progressive Corp/Oh/
|
164,524 | $35,940,267 | |
| 4 | WRB |
Berkley W R Corp
|
468,920 | $33,072,926 | |
| 5 | ALL |
Allstate Corp
|
128,617 | $30,603,128 | |
| 6 | MKL |
Markel Group Inc.
|
2,628 | $5,132,510 | |
| 7 | AIZ |
Assurant, Inc.
|
13,479 | $3,619,514 | |
| 8 | CINF |
Cincinnati Financial Corp
|
15,398 | $2,850,784 |
All Filings in ORI
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,098,578 | 26,847 | Shares | Defined | 2026-07-28 | |
| 2026-03-31 | $835,466 | 20,939 | Shares | Defined | 2026-04-27 | |
| 2025-12-31 | $911,978 | 19,982 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $902,019 | 21,239 | Shares | Defined | 2025-11-03 | |
| 2025-06-30 | $808,853 | 21,042 | Shares | Defined | 2025-07-18 | |
| 2025-03-31 | $860,094 | 21,930 | Shares | Defined | 2025-04-29 | |
| 2024-12-31 | $743,523 | 20,545 | Shares | Defined | 2025-01-31 | |
| 2024-09-30 | $677,230 | 19,120 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $986,080 | 31,912 | Shares | Defined | 2024-08-21 | |
| 2024-03-31 | $1,038,734 | 33,813 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $1,048,962 | 35,679 | Shares | Defined | 2024-02-02 | |
| 2023-09-30 | $981,503 | 36,433 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $1,061,342 | 42,167 | Shares | Defined | 2023-08-01 | |
| 2023-03-31 | $1,012,682 | 40,556 | Shares | Defined | 2023-05-05 | |
| 2022-12-31 | $965,708 | 39,988 | Shares | Defined | 2023-02-17 | |
| 2022-09-30 | $507,279 | 24,237 | Shares | Defined | 2022-10-26 | |
| 2022-06-30 | $727,615 | 32,541 | Shares | Defined | 2022-07-22 | |
| 2022-03-31 | $930,076 | 35,952 | Shares | Defined | 2022-04-22 | |
| 2021-12-31 | $1,361,312 | 55,383 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $736,065 | 31,823 | Shares | Defined | 2021-11-05 | |
| 2021-06-30 | $941,372 | 37,791 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $848,985 | 38,873 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $421,359 | 21,378 | Shares | Defined | 2021-11-19 | |
| 2020-09-30 | $587,697 | 39,871 | Shares | Defined | 2021-11-05 | |
| 2020-06-30 | $663,522 | 40,682 | Shares | Defined | 2021-11-16 | |
| 2020-03-31 | $1,644,253 | 107,820 | Shares | Defined | 2021-11-05 | |
| No filing history on record for this holder in this stock. | ||||||