Filing Research | ORI - OLD REP INTL CORP Institutional Holdings

Snapshot holdings

50 / 147 loaded

#		Instrument	quantity
1	Hamlin Capital Management, LLC	Shares	4.7MSH	$190.9M
2	Arbejdsmarkedets Tillaegspension	Shares	741.4KSH	$30.3M
3	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	695.0KSH	$28.4M
4	Paradiem, LLC	Shares	296.2KSH	$12.1M
5	Bogart Wealth, LLC	Shares	248.5KSH	$10.2M
6	VIKING FUND MANAGEMENT LLC	Shares	200.0KSH	$8.2M
7	Mirae Asset Global Investments Co., Ltd.	Shares	187.2KSH	$7.7M
8	Vest Financial, LLC	Shares	176.7KSH	$7.2M
9	Dupree Financial Group, LLC	Shares	173.4KSH	$7.1M
10	Orca Wealth Management, LLC	Shares	171.9KSH	$7.0M
11	Ellsworth Advisors, LLC	Shares	171.6KSH	$6.9M
12	Police & Firemen's Retirement System of New Jersey	Shares	102.5KSH	$4.2M
13	Bank & Trust Co	Shares	101.7KSH	$4.2M
14	Insight Wealth Strategies, LLC	Shares	85.6KSH	$3.5M
15	BURNEY CO/	Shares	84.5KSH	$3.5M
16	Uncommon Cents Investing LLC	Shares	81.7KSH	$3.3M
17	Louisiana State Employees Retirement System	Shares	65.6KSH	$2.7M
18	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	65.6KSH	$2.7M
19	Midway Capital Research & Management	Shares	63.1KSH	$2.6M
20	Applied Capital LLC/FL	Shares	58.7KSH	$2.4M
21	Jefferson Bridge Capital, LLC	Shares	58.4KSH	$2.4M
22	LEAVELL INVESTMENT MANAGEMENT, INC.	Shares	56.9KSH	$2.3M
23	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	53.6KSH	$2.2M
24	AMERICAN NATIONAL BANK & TRUST	Shares	45.1KSH	$1.8M
25	NAPLES GLOBAL ADVISORS, LLC	Shares	45.0KSH	$1.8M
26	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	Shares	43.0KSH	$1.8M
27	Lee Financial Co	Shares	33.5KSH	$1.4M
28	FIRST CITIZENS BANK & TRUST CO	Shares	31.3KSH	$1.3M
29	Envestnet Portfolio Solutions, Inc.	Shares	30.6KSH	$1.3M
30	Hennion & Walsh Asset Management, Inc.	Shares	27.4KSH	$1.1M
31	HIGHLINE WEALTH PARTNERS LLC	Shares	27.3KSH	$1.1M
32	HARRELL INVESTMENT PARTNERS, LLC	Shares	27.1KSH	$1.1M
33	Merit Financial Group, LLC	Shares	24.5KSH	$1.0M
34	Etesian Wealth Advisors, Inc.	Shares	24.3KSH	$993.2K
35	Everhart Financial Group, Inc.	Shares	23.8KSH	$974.8K
36	Avidian Wealth Enterprises, LLC	Shares	21.3KSH	$870.0K
37	EVERGREEN CAPITAL MANAGEMENT LLC	Shares	19.8KSH	$810.5K
38	QRG CAPITAL MANAGEMENT, INC.	Shares	19.2KSH	$785.2K
39	EXCHANGE TRADED CONCEPTS, LLC	Shares	19.1KSH	$781.7K
40	Farther Finance Advisors, LLC	Shares	19.1KSH	$781.3K
41	Centennial Wealth Advisory LLC	Shares	19.0KSH	$777.1K
42	IFP Advisors, Inc	Shares	18.3KSH	$749.5K
43	Robeco Institutional Asset Management B.V.	Shares	17.8KSH	$726.5K
44	ATTICUS WEALTH MANAGEMENT, LLC	Shares	17.5KSH	$714.2K
45	Belleair Asset Management, LLC	Shares	17.4KSH	$714.1K
46	Crossmark Global Holdings, Inc.	Shares	17.3KSH	$707.9K
47	SECURIAN ASSET MANAGEMENT, INC	Shares	16.5KSH	$698.0K
48	Foster Group, Inc.	Shares	16.7KSH	$684.0K
49	Mesirow Financial Investment Management, Inc.	Shares	16.6KSH	$680.0K
50	Venturi Wealth Management, LLC	Shares	16.6KSH	$679.5K

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Manager changes2026-06-30 vs 2026-03-31

50 / 167 loaded

#		Instrument
1	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+162.5K	+$7.2M	$28.4M
2	Arbejdsmarkedets Tillaegspension added	Shares	+95.1K	+$4.5M	$30.3M
3	Vest Financial, LLC added	Shares	+52.1K	+$2.3M	$7.2M
4	Bogart Wealth, LLC added	Shares	+43.0K	+$2.0M	$10.2M
5	Hamlin Capital Management, LLC trimmed	Shares	-73.9K	+$1.8M	$190.9M
6	Mirae Asset Global Investments Co., Ltd. added	Shares	+27.9K	+$1.3M	$7.7M
7	Centennial Wealth Advisory LLC new	Shares	+19.0K	+$777.1K	$777.1K
8	Insight Wealth Strategies, LLC added	Shares	+16.2K	+$742.4K	$3.5M
9	Ellsworth Advisors, LLC added	Shares	+12.3K	+$561.5K	$6.9M
10	J.W. COLE ADVISORS, INC. new	Shares	+10.2K	+$416.0K	$416.0K
11	BURNEY CO/ added	Shares	+7.4K	+$379.7K	$3.5M
12	Dupree Financial Group, LLC added	Shares	+4.9K	+$372.0K	$7.1M
13	Orca Wealth Management, LLC added	Shares	+2.3K	+$265.1K	$7.0M
14	Police & Firemen's Retirement System of New Jersey added	Shares	+3.9K	+$259.7K	$4.2M
15	VIKING FUND MANAGEMENT LLC unchanged	Shares	0	+$204.0K	$8.2M
16	Curat Global, LLC added	Shares	+982	+$186.9K	$458.2K
17	HARRELL INVESTMENT PARTNERS, LLC added	Shares	+3.8K	+$177.6K	$1.1M
18	QRG CAPITAL MANAGEMENT, INC. added	Shares	+3.0K	+$138.2K	$785.2K
19	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management added	Shares	+2.3K	+$136.4K	$1.8M
20	Applied Capital LLC/FL added	Shares	+1.8K	+$133.3K	$2.4M
21	Midway Capital Research & Management added	Shares	+1.2K	+$111.4K	$2.6M
22	Bank & Trust Co added	Shares	+163	+$110.3K	$4.2M
23	Bill Few Associates, Inc. added	Shares	+2.0K	+$90.0K	$339.3K
24	NAPLES GLOBAL ADVISORS, LLC added	Shares	+932	+$83.1K	$1.8M
25	MBM WEALTH CONSULTANTS, LLC added	Shares	+1.7K	+$82.0K	$602.3K
26	NorthCrest Asset Manangement, LLC added	Shares	+1.7K	+$78.0K	$368.2K
27	Jefferson Bridge Capital, LLC unchanged	Shares	0	+$59.5K	$2.4M
28	Uncommon Cents Investing LLC trimmed	Shares	-642	+$57.8K	$3.3M
29	Louisiana State Employees Retirement System trimmed	Shares	-400	+$51.0K	$2.7M
30	AMERICAN NATIONAL BANK & TRUST unchanged	Shares	0	+$46.0K	$1.8M
31	HM PAYSON & CO added	Shares	+1.0K	+$45.9K	$214.6K
32	KLEIN PAVLIS & PEASLEY FINANCIAL, INC. added	Shares	+654	+$40.3K	$568.5K
33	FIRST CITIZENS BANK & TRUST CO added	Shares	+208	+$40.2K	$1.3M
34	FIRST HORIZON CORP new	Shares	+968	+$39.6K	$39.6K
35	Envestnet Portfolio Solutions, Inc. added	Shares	+208	+$39.5K	$1.3M
36	Sequoia Financial Advisors, LLC added	Shares	+593	+$39.0K	$617.1K
37	Fifth Third Wealth Advisors LLC added	Shares	+765	+$37.6K	$285.0K
38	Lee Financial Co added	Shares	+56	+$36.4K	$1.4M
39	FIDUCIARY FINANCIAL GROUP, LLC added	Shares	+551	+$30.5K	$341.9K
40	SALEM INVESTMENT COUNSELORS INC added	Shares	+600	+$30.2K	$252.8K
41	Camelot Portfolios, LLC added	Shares	+537	+$29.8K	$333.1K
42	SECURIAN ASSET MANAGEMENT, INC trimmed	Shares	-256	+$28.5K	$698.0K
43	ATTICUS WEALTH MANAGEMENT, LLC added	Shares	+210	+$26.2K	$714.2K
44	HIGHLINE WEALTH PARTNERS LLC trimmed	Shares	-85	+$24.5K	$1.1M
45	Foster Group, Inc. added	Shares	+84	+$20.4K	$684.0K
46	Etesian Wealth Advisors, Inc. trimmed	Shares	-156	+$18.5K	$993.2K
47	Venturi Wealth Management, LLC added	Shares	+32	+$18.2K	$679.5K
48	CAPITAL ADVISORS INC/OK added	Shares	+219	+$18.0K	$370.1K
49	Belleair Asset Management, LLC unchanged	Shares	0	+$17.8K	$714.1K
50	Crossmark Global Holdings, Inc. unchanged	Shares	0	+$17.6K	$707.9K

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