ORI β€” OLD REP INTL CORP COM

Ownership history in SYSTM Wealth Solutions LLC  Β·  7 quarters on record

AI Ownership Summary

SYSTM Wealth Solutions LLC reported OLD REP INTL CORP COM (ORI) in 7 quarterly 13F filings from 2023 Q4 through 2024 Q2. Peak portfolio weight reached 0.47% in 2024 Q2. The latest visible filing shows ORI at 0.47% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this ORI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was SYSTM Wealth Solutions LLC'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
2024 Q2

ORI was reported at 0.47% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.47% in 2024 Q2

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

Time in book
Holding Window
2023 Q4 to 2024 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.

How SYSTM Wealth Solutions LLC held ORI β€” position size vs. price
% of Fund (quarterly)    ORI price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2024 Q2 REDUCED 68,837 -11,794 -14.6% 0.47% $2.1M 2024-08-12 $28.59
2024 Q1 ADDED 80,631 +14,324 +21.6% 0.31% $2.5M 2024-04-26 $25.34
2023 Q4 ADDED 66,307 +3,029 +4.8% 0.27% $1.9M 2024-02-14 $23.97
4 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About SYSTM Wealth Solutions 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 SYSTM Wealth Solutions LLC reported owning ORI?

SYSTM Wealth Solutions LLC reported ORI across 3 quarterly 13F filings, from 2023 Q4 through 2024 Q2.

What was the largest reported ORI position in SYSTM Wealth Solutions LLC's portfolio?

The largest reported portfolio weight for ORI was 0.47% in 2024 Q2.

What is the latest reported ORI position on this page?

The most recent filing on this page is 2024 Q2, when SYSTM Wealth Solutions LLC reported 68,837 shares, equal to 0.47% of portfolio, with an estimated market value of $2.1M.

What does the chart on this ORI ownership page compare?

The chart compares SYSTM Wealth Solutions 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.

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