Old Republic Ownership | Who Owns Old Republic?
Old Republic Ownership Summary
Old Republic is owned by 67.58% institutional investors, 8.02% insiders, and 24.40% retail investors. Blackrock is the largest institutional shareholder, holding 10.98% of ORI shares. Victory Sycamore Established Value R is the top mutual fund, with 3.02% of its assets in Old Republic shares.
ORI Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Old Republic | 67.58% | 8.02% | 24.40% |
| Sector | Financial Services Stocks | 43.60% | 12.77% | 43.63% |
| Industry | Diversified Insurance Stocks | 57.31% | 5.58% | 37.11% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock | 29.85M | 10.98% | $922.33M |
| Vanguard group | 27.05M | 9.95% | $835.85M |
| State street | 12.44M | 4.58% | $384.32M |
| Victory capital management | 11.58M | 4.26% | $357.83M |
| Dimensional fund advisors lp | 7.54M | 2.78% | $233.07M |
| Fmr | 6.46M | 2.38% | $199.49M |
| Hamlin capital management | 4.75M | 1.75% | $147.01M |
| Geode capital management | 4.18M | 1.54% | $129.27M |
| Norges bank | 3.42M | 1.26% | $105.66M |
| Bank of new york mellon | 3.15M | 1.16% | $97.23M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Third avenue management | 827.85K | 4.39% | $25.58M |
| Hamlin capital management | 4.75M | 4.33% | $147.01M |
| Dupree financial group | 207.43K | 2.91% | $6.41M |
| Paradiem | 316.43K | 2.45% | $9.78M |
| Miller howard investments inc /ny | 2.35M | 2.41% | $72.65M |
| Ddd partners | 651.13K | 2.33% | $20.12M |
| Park circle | 79.00K | 2.33% | $2.44M |
| Weaver c. barksdale & associates | 75.01K | 2.20% | $2.32M |
| North star investment management | 774.52K | 1.76% | $23.93M |
| Nfc investments | 193.76K | 1.72% | $5.99M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Norges bank | 3.42M | 0.02% | 3.42M |
| Ubs asset management americas | 1.43M | 0.01% | 672.91K |
| Dimensional fund advisors lp | 7.54M | 0.06% | 532.25K |
| Lighthouse investment partners | 344.36K | 0.42% | 344.36K |
| Jane street group | 462.98K | 0.00% | 340.43K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Berkley w r | - | - | -2.68M |
| Vanguard group | 27.05M | 0.02% | -1.11M |
| Brandes investment partners, lp | 23.33K | 0.01% | -965.41K |
| Blackrock | 29.85M | 0.02% | -927.49K |
| Tudor investment corp et al | - | - | -567.77K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Norges bank | 3.42M | 0.02% | 3.42M | $105.66M |
| Lighthouse investment partners | 344.36K | 0.42% | 344.36K | $10.64M |
| Corebridge financial | 319.76K | 0.05% | 319.76K | $9.88M |
| Voloridge investment management | 131.09K | 0.02% | 131.09K | $4.05M |
| Kestra advisory services | 126.16K | 0.02% | 126.16K | $3.82M |
Sold Out
| Holder | Change |
|---|---|
| Essex investment management | -1.00 |
| Financial gravity asset management | -2.00 |
| Chris bulman | -11.00 |
| Tfo-tdc | -13.00 |
| Abich financial wealth management | -15.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Jun 30, 2024 | 513 | -0.58% | 183,634,045 | -2.75% | 67 | 1.40% | 230 | 12.20% | 184 | -8.46% |
| Mar 31, 2024 | 516 | -4.44% | 188,833,596 | -4.20% | 69 | 1.43% | 205 | -8.07% | 201 | -7.37% |
| Dec 31, 2023 | 540 | 4.85% | 197,110,912 | 1.31% | 69 | 1.41% | 223 | -3.04% | 217 | 25.43% |
| Sep 30, 2023 | 515 | 4.89% | 194,571,104 | -4.48% | 70 | 1.38% | 230 | 19.79% | 173 | -8.47% |
| Jun 30, 2023 | 491 | -0.41% | 203,696,514 | -4.09% | 71 | 1.35% | 192 | -17.60% | 189 | 15.24% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Victory Sycamore Established Value R | 7.80M | 3.02% | -155.00K |
| iShares Core S&P Mid-Cap ETF | 7.49M | 2.95% | 4.05K |
| Vanguard Total Stock Mkt Idx Inv | 7.38M | 2.91% | -18.59K |
| Vanguard Small Cap Index | 5.84M | 2.30% | 11.40K |
| iShares Select Dividend ETF | 5.47M | 2.16% | -1.83K |
| Vanguard Small Cap Value Index Inv | 3.94M | 1.55% | -1.36K |
| Vanguard Institutional Extnd Mkt Idx Tr | 3.55M | 1.40% | -302.63K |
| SPDR® S&P Dividend ETF | 3.10M | 1.22% | - |
| Fidelity Small Cap Value Fund | 2.98M | 1.17% | - |
| Hamlin Equity Income Strategy | 2.72M | 1.05% | -31.83K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Sep 16, 2024 | KOVALESKI CHARLES J | - | Buy | $4.05K |
| Mar 21, 2024 | KOVALESKI CHARLES J | - | Buy | $3.97K |
| Jun 14, 2024 | KOVALESKI CHARLES J | - | Buy | $4.01K |
| Jun 03, 2024 | MONROE CAROLYN | SVP - Title Insurance | Sell | $140.85K |
| May 06, 2024 | DARE THOMAS | SrVP Secretary General Counsel | Sell | $39.99K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2024 Q2 | 2 | 3 |
| 2024 Q1 | 1 | 2 |
| 2023 Q4 | 1 | - |
| 2023 Q3 | 2 | 2 |
| 2023 Q2 | 1 | - |
ORI Ownership FAQ
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