FIDUCIARY FINANCIAL GROUP, LLC ORI — OLD REP INTL CORP

Ownership history in FIDUCIARY FINANCIAL GROUP, LLC  ·  4 quarters on record

AI Ownership Summary

FIDUCIARY FINANCIAL GROUP, LLC reported OLD REP INTL CORP (ORI) in 4 quarterly 13F filings from 2025 Q3 through 2026 Q2. Peak portfolio weight reached 0.05% in 2025 Q3. The latest visible filing shows ORI at 0.04% 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 FIDUCIARY FINANCIAL GROUP, LLC's position in OLD REP INTL CORP, 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 Q2

ORI was reported at 0.04% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.05% in 2025 Q3

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

Time in book
Holding Window
2025 Q3 to 2026 Q2

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 FIDUCIARY FINANCIAL GROUP, LLC fund profile FIDUCIARY FINANCIAL GROUP, LLC full holdings
How FIDUCIARY FINANCIAL GROUP, LLC 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 4 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 8,355 +551 +7.1% 0.04% $342K 2026-07-10 $41.43
2026 Q1 REDUCED — — — 7,804 -317 -3.9% 0.04% $311K 2026-04-13 $41.14
2025 Q4 ADDED — — — 8,121 +14 +0.2% 0.05% $371K 2026-01-12 $41.84
2025 Q3 INITIATED — — — 8,107 — — 0.05% $344K 2025-10-10 $39.91

🏢 Other funds also holding ORI

As of 2026 Q2 — sorted by position size

Hamlin Capital Management, LLC 3Y 7Y 4.29% Bank & Trust Co 2.63% Insight Wealth Strategies, LLC 3Y 7Y 0.34% HARRELL INVESTMENT PARTNERS, LLC 3Y 0.24% Hummer Financial Advisory Services Inc 3Y 0.24% Fruth Investment Management 3Y 7Y 0.2% Bill Few Associates, Inc. 3Y 0.07% Everhart Financial Group, Inc. 3Y 0.06% ABNER HERRMAN & BROCK LLC 3Y 7Y 0.05% Hennion & Walsh Asset Management, Inc. 3Y 0.03%

FAQ About FIDUCIARY FINANCIAL GROUP, LLC and ORI

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

How long has FIDUCIARY FINANCIAL GROUP, LLC reported owning ORI?

FIDUCIARY FINANCIAL GROUP, LLC reported ORI across 4 quarterly 13F filings, from 2025 Q3 through 2026 Q2.

What was the largest reported ORI position in FIDUCIARY FINANCIAL GROUP, LLC's portfolio?

The largest reported portfolio weight for ORI was 0.05% in 2025 Q3.

What is the latest reported ORI position on this page?

The most recent filing on this page is 2026 Q2, when FIDUCIARY FINANCIAL GROUP, LLC reported 8,355 shares, equal to 0.04% of portfolio, with an estimated market value of $342K.

What does the chart on this ORI ownership page compare?

The chart compares FIDUCIARY FINANCIAL GROUP, LLC'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 FIDUCIARY FINANCIAL GROUP, LLC time their ORI position?

Based on 13F filing dates vs. subsequent ORI price moves, FIDUCIARY FINANCIAL GROUP, LLC correctly timed 1 out of 3 reported position changes (33%). The annualised alpha on ORI relative to SPY over the holding period was -14.4%.

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