CORRECT CAPITAL WEALTH MANAGEMENT ORI — OLD REP INTL CORP COM

Ownership history in CORRECT CAPITAL WEALTH MANAGEMENT  ·  6 quarters on record

AI Ownership Summary

CORRECT CAPITAL WEALTH MANAGEMENT reported OLD REP INTL CORP COM (ORI) in 6 quarterly 13F filings from 2024 Q2 through 2026 Q1. Peak portfolio weight reached 0.37% in 2025 Q4. The latest visible filing shows ORI at 0.32% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this ORI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was CORRECT CAPITAL WEALTH MANAGEMENT's position in OLD REP INTL CORP COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

ORI was reported at 0.32% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.37% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

ORI stock page CORRECT CAPITAL WEALTH MANAGEMENT fund profile CORRECT CAPITAL WEALTH MANAGEMENT full holdings
How CORRECT CAPITAL WEALTH MANAGEMENT held ORI — position size vs. price
% of Fund (quarterly)    ORI price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 43,456 +258 +0.6% 0.32% $1.7M 2026-05-05 $39.25
2025 Q4 ADDED — — — 43,198 +2,384 +5.8% 0.37% $2.0M 2026-02-12 $42.31
2025 Q3 ADDED — — — 40,814 +354 +0.9% 0.29% $1.7M 2025-11-05 $37.92
2025 Q2 ADDED — — — 40,460 +1,514 +3.9% 0.23% $1.6M 2025-08-13 $35.78
2025 Q1 ADDED — — — 38,946 +10,374 +36.3% 0.25% $1.5M 2025-04-30 $34.52
2024 Q2 INITIATED — — — 28,572 — — 0.21% $883K 2024-08-13 $28.64

🏢 Other funds also holding ORI

As of 2026 Q1 — sorted by position size

NEW VERNON INVESTMENT MANAGEMENT LLC 3Y 7Y 5.52% Orca Wealth Management, LLC 4.82% Hamlin Capital Management, LLC 3Y 7Y 4.56% Belfer Management LLC 3Y 7Y 3.66% PARK CIRCLE Co 3Y 7Y 2.92% Paradiem, LLC 3Y 2.8% Bank & Trust Co 2.73% Dupree Financial Group, LLC 2.71% Midway Capital Research & Management 2.33% Jefferson Bridge Capital, LLC 2.31%

FAQ About CORRECT CAPITAL WEALTH MANAGEMENT and ORI

These are the practical questions this page is built to answer before you even open the full history table.

How long has CORRECT CAPITAL WEALTH MANAGEMENT reported owning ORI?

CORRECT CAPITAL WEALTH MANAGEMENT reported ORI across 6 quarterly 13F filings, from 2024 Q2 through 2026 Q1.

What was the largest reported ORI position in CORRECT CAPITAL WEALTH MANAGEMENT's portfolio?

The largest reported portfolio weight for ORI was 0.37% in 2025 Q4.

What is the latest reported ORI position on this page?

The most recent filing on this page is 2026 Q1, when CORRECT CAPITAL WEALTH MANAGEMENT reported 43,456 shares, equal to 0.32% of portfolio, with an estimated market value of $1.7M.

What does the chart on this ORI ownership page compare?

The chart compares CORRECT CAPITAL WEALTH MANAGEMENT's quarterly ORI portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did CORRECT CAPITAL WEALTH MANAGEMENT time their ORI position?

Based on 13F filing dates vs. subsequent ORI price moves, CORRECT CAPITAL WEALTH MANAGEMENT correctly timed 4 out of 5 reported position changes (80%). The annualised alpha on ORI relative to SPY over the holding period was -13.7%.

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