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Featured 13F manager

Old Republic International Corp.

Chicago, IL 4 processed 13Fs on this site · 2025 Q3–2026 Q2

  • $2.7B
  • 54 Positions
  • 2026 Q2
  • +6.0% QoQ
  • Top 5 16.2%

Old Republic International Corp. files a Form 13F. The latest book is 2026 Q2 at $2.7B, up 6.0% QoQ, led by Merck &, Caterpillar, and Eaton.

Portfolio

2026 Q2 · filed 7/6/2026 · 54 long · top 12 shown

top 5 16.2% · top 10 30.0%

AUM over time

2026 Q2 $2.7B +6.0% QoQ
2025 Q3 · $2.7B 2025 Q3 · $2.7B
Q3 2025
2025 Q4 · $2.5B · −8.2% QoQ 2025 Q4 · $2.5B · −8.2% QoQ
Q4
2026 Q1 · $2.5B · +1.6% QoQ 2026 Q1 · $2.5B · +1.6% QoQ
Q1 2026
2026 Q2 · $2.7B · +6.0% QoQ 2026 Q2 · $2.7B · +6.0% QoQ
Q2

Book

2025 Q3 · filed 27 Oct · long equity

CMI - Cummins 3.44% Hold 219,500 $422.37 $93M
CAT - Caterpillar 3.13% Hold 177,000 $477.15 $84M
CSCO - Cisco Systems 3.07% Hold 1,208,600 $68.42 $83M
XOM - Exxon Mobil 3.03% Hold 725,000 $112.75 $82M
ETN - Eaton 3.01% Hold 217,000 $374.25 $81M
PG - Procter & Gamble 2.91% Hold 510,800 $153.65 $78M
CVX - Chevron 2.80% Hold 486,300 $155.29 $76M
QCOM - Qualcomm 2.73% Hold 441,800 $166.36 $73M
SO - Southern 2.71% Hold 771,000 $94.77 $73M
KO - Coca-Cola 2.58% Hold 1,047,300 $66.32 $69M
EMR - Emerson Electric 2.49% Hold 511,100 $131.18 $67M
TXN - Texas Instruments 2.46% Hold 360,500 $183.73 $66M
PEP - Pepsico 2.37% Hold 455,950 $140.44 $64M
EVRG - Evergy 2.36% Hold 836,046 $76.02 $64M
CINF - Cincinnati Financial 2.34% Hold 399,100 $158.10 $63M
JNJ - Johnson & Johnson 2.29% Hold 333,000 $185.42 $62M
DUK - DUKE Energy 2.26% Hold 492,231 $123.75 $61M
MCD - Mcdonald's 2.21% Hold 196,150 $303.89 $60M
MRK - Merck & 2.20% Hold 705,600 $83.93 $59M
AJG - Arthur J Gallagher 2.19% Hold 190,800 $309.74 $59M
CAH - Cardinal Health 2.18% Hold 375,000 $156.96 $59M
HUBB - Hubbell 2.03% Hold 127,000 $430.31 $55M
PAYX - Paychex 1.99% Hold 423,100 $126.76 $54M
MSCI - Msc Industrial · CL A 1.93% Hold 565,200 $92.14 $52M
SYY - Sysco 1.89% Hold 620,200 $82.34 $51M
LMT - Lockheed Martin 1.87% Hold 100,800 $499.21 $50M
ES - Eversource Energy 1.86% Hold 703,933 $71.14 $50M
PFE - Pfizer 1.86% Hold 1,963,700 $25.48 $50M
VLO - Valero Energy 1.80% Hold 284,500 $170.26 $48M
KMB - Kimberly Clark 1.79% Hold 387,500 $124.34 $48M
K - Kellanova 1.65% Hold 541,500 $82.02 $44M
GWW - Ww Grainger 1.61% Hold 45,500 $952.97 $43M
XEL - XCEL Energy 1.56% Hold 522,200 $80.65 $42M
ITW - Illinois Tool 1.55% Hold 160,000 $260.76 $42M
AEP - American Electric Power 1.54% Hold 369,300 $112.50 $42M
OGE - OGE Energy 1.48% Hold 862,500 $46.27 $40M
GPC - Genuine Parts 1.47% Hold 285,500 $138.60 $40M
WEC - WEC Energy Group 1.43% Hold 336,279 $114.59 $39M
PSX - Phillips 66 1.42% Hold 280,600 $136.02 $38M
Spire 1.31% Hold 433,500 $81.52 $35M
UPS - United Parcel Service · CL B 1.27% Hold 411,400 $83.53 $34M
PEG - Public Service Enterprise 1.21% Hold 392,500 $83.46 $33M
BMY - Bristol Myers Squibb 1.02% Hold 608,750 $45.10 $27M
POR — 1.01% Hold 620,000 $44.00 $27M
BKH - Black Hills 0.95% Hold 416,000 $61.59 $26M
Allete 0.94% Hold 383,100 $66.40 $25M
SON - Sonoco Products 0.93% Hold 580,200 $43.09 $25M
EMN - Eastman Chemical 0.91% Hold 387,500 $63.05 $24M
FE - Firstenergy 0.89% Hold 521,500 $45.82 $24M
USB - US Bancorp 0.86% Hold 480,000 $48.33 $23M

Showing top 50 of 56 by value

* Reported price is value ÷ shares from the 13F as of period end — not a live market quote. Weight % is each long-equity position ÷ full 13F AUM, so rows may not sum to 100% when the filing includes options or other non-equity (excluded from this table). Click column headers to sort · click New / Hold / Add / Reduce to promote that move type to the top.

Filings history

4 periods · normalized AUM · open a period for holdings

Period Holdings AUM QoQ Form Filed Filing ID
2026 Q2 54 $2.7B +6.0% 13F-HR 7/6/2026 000007426026000081
2026 Q1 53 $2.5B +1.6% 13F-HR 4/27/2026 000007426026000069
2025 Q4 54 $2.5B −8.2% 13F-HR 2/9/2026 000007426026000004
2025 Q3 56 $2.7B 13F-HR 10/27/2025 000007426025000150

About

Old Republic International Corp.

4 processed 13Fs on this site · 2025 Q3–2026 Q2

SEC filing name
OLD REPUBLIC INTERNATIONAL CORP
Location
Chicago, IL
All SEC filings
View on sec.gov