ORI β€” OLD REP INTL CORP

Ownership history in Orca Wealth Management, LLC  Β·  5 quarters on record

AI Ownership Summary

Orca Wealth Management, LLC reported OLD REP INTL CORP (ORI) in 5 quarterly 13F filings from 2024 Q4 through 2025 Q4. Peak portfolio weight reached 5.4% in 2025 Q1. The latest visible filing shows ORI at 4.85% 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 Orca Wealth Management, 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
2025 Q4

ORI was reported at 4.85% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
5.4% in 2025 Q1

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

Time in book
Holding Window
2024 Q4 to 2025 Q4

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.

How Orca Wealth Management, LLC held ORI β€” position size vs. price
% of Fund (quarterly)    ORI price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 169,271 +16,219 +10.6% 4.85% $6.8M 2026-02-14 (Est.) $42.25
2025 Q3 REDUCED 153,052 -1,276 -0.8% 4.92% $6.5M 2025-11-13 $40.49
2025 Q2 ADDED 154,328 +451 +0.3% 5.00% $5.9M 2025-07-22 $34.03
2025 Q1 ADDED 153,877 +9,941 +6.9% 5.40% $6.0M 2025-05-08 $34.98
2024 Q4 INITIATED 143,936 β€” β€” 4.69% $5.2M 2025-01-22 $32.56

FAQ About Orca Wealth Management, 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 Orca Wealth Management, LLC reported owning ORI?

Orca Wealth Management, LLC reported ORI across 5 quarterly 13F filings, from 2024 Q4 through 2025 Q4.

What was the largest reported ORI position in Orca Wealth Management, LLC's portfolio?

The largest reported portfolio weight for ORI was 5.40% in 2025 Q1.

What is the latest reported ORI position on this page?

The most recent filing on this page is 2025 Q4, when Orca Wealth Management, LLC reported 169,271 shares, equal to 4.85% of portfolio, with an estimated market value of $6.8M.

What does the chart on this ORI ownership page compare?

The chart compares Orca Wealth Management, 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.

← Back to Orca Wealth Management, LLC Holdings