Summit Financial, LLC
- SEC CIK
- 0001765536
- Latest filing
- Aug 12, 2026
ORI holding history
Old Republic International Corp in every 13F filed by Summit Financial, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
ORI overviewAll 13F holders of ORIFull Q2 2026 holdings
- Shares (Q2 2026)
- 34,450
- Value
- $1.41M
- % of portfolio
- <0.1%
- Quarters held
- 9
- Since Q2 2024
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 34,450 | $1.41M | <0.1% | −496−1.4% | Reduced | Holders |
| Q1 2026 | 34,946 | $1.39M | <0.1% | +11,315+47.9% | Added | Holders |
| Q4 2025 | 23,631 | $1.08M | <0.1% | −1,240−5.0% | Reduced | Holders |
| Q3 2025 | 24,871 | $1.06M | <0.1% | −761−3.0% | Reduced | Holders |
| Q2 2025 | 25,632 | $985.3K | <0.1% | +205+0.8% | Added | Holders |
| Q1 2025 | 25,427 | $997.2K | <0.1% | +19,410+322.6% | Added | Holders |
| Q4 2024 | 6,017 | $217.8K | <0.1% | +347+6.1% | Added | Holders |
| Q3 2024 | 5,670 | $200.8K | <0.1% | −863−13.2% | Reduced | Holders |
| Q2 2024 | 6,533 | $201.9K | <0.1% | +6,533 | New | Holders |