ORINYSESurety InsuranceFiscal year ends December 31
OLD REPUBLIC INTERNATIONAL CORP
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Jul 31, 2026
$39.27−0.39 (-0.98%)
Close on Oct 19, 2026
- Market cap
- $9.67B
- P/E (TTM)
- 8.6
- Dividend yield
- 9.32%
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
77.2%
186M of 241M shares
Institutional holders
653
77 new, 73 sold out
Net institutional buying
1M
In Q2 2026
Insider trades, 12 months
5 buys · 8 sales
Net sold $2.38M
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| BlackRock, Inc. | 31,749,084 | 11.30% | 13G (passive) amendment | Dec 31, 2023 |
| ORI 401(k) Savings and Profit Sharing Plan | 19,361,423 | 7.00% | 13G (passive) | Dec 31, 2023 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of ORI | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 26,307,760 | 10.90% | $1.08B | −4,267 | 0.02% |
| Bank of New York Mellon Corp | 12,015,139 | 4.98% | $491.66M | −226,114 | 0.08% |
| Vanguard Portfolio Management LLC | 11,598,362 | 4.80% | $474.60M | −420,336 | 0.02% |
| State Street Corp | 10,059,212 | 4.17% | $411.62M | −25,036 | 0.01% |
| Vanguard Capital Management LLC | 9,909,365 | 4.10% | $405.49M | −41,882 | 0.01% |
| Geode Capital Management, LLC | 7,824,678 | 3.24% | $320.59M | +138,699 | 0.02% |
| Charles Schwab Investment Management Inc | 7,495,748 | 3.10% | $306.73M | +594,559 | 0.04% |
| Dimensional Fund Advisors LP | 6,994,582 | 2.90% | $286.23M | +272,808 | 0.05% |
| Victory Capital Management Inc | 6,249,664 | 2.59% | $255.74M | −680,861 | 0.14% |
| Aqr Capital Management LLC | 5,037,110 | 2.09% | $206.12M | −746,560 | 0.07% |
| Hamlin Capital Management, LLC | 4,665,045 | 1.93% | $190.89M | −73,921 | 4.29% |
| First Trust Advisors LP | 4,060,586 | 1.68% | $166.16M | +1,237,041 | 0.10% |
| Morgan Stanley | 3,133,860 | 1.30% | $128.24M | +44,826 | 0.01% |
| Thrivent Financial for Lutherans | 2,969,924 | 1.23% | $121.53K | −905,318 | 0.20% |
| Captrust Financial Advisors | 2,758,825 | 1.14% | $112.89M | −70,608 | 0.17% |
| Northern Trust Corp | 2,703,211 | 1.12% | $110.62M | −9,367 | 0.01% |
| Raymond James Financial Inc | 2,625,610 | 1.09% | $107.44M | −500,974 | 0.03% |
| Invesco Ltd. | 2,583,763 | 1.07% | $105.73M | +1,462,921 | 0.01% |
| Norges Bank | 2,398,290 | 0.99% | $98.14M | New | 0.01% |
| Lsv Asset Management | 2,351,256 | 0.97% | $96.21K | −272,211 | 0.17% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 653 | 186M | 77.2% | 77 / 202 | 263 / 73 | 13M | 12M |
| Q1 2026 | 660 | 185M | 76.8% | 85 / 213 | 237 / 100 | 38M | 19M |
| Q4 2025 | 686 | 191M | 79.1% | 109 / 242 | 220 / 61 | 23M | 13M |
| Q3 2025 | 656 | 182M | 75.3% | 93 / 236 | 206 / 75 | 17M | 16M |
| Q2 2025 | 648 | 182M | 75.4% | 98 / 246 | 198 / 53 | 14M | 9M |
| Q1 2025 | 607 | 177M | 73.1% | 83 / 229 | 187 / 54 | 14M | 11M |
| Q4 2024 | 586 | 176M | 72.8% | 80 / 179 | 217 / 54 | 10M | 10M |
| Q3 2024 | 571 | 178M | 73.6% | 102 / 172 | 206 / 41 | 34M | 11M |
| Q2 2024 | 517 | 185M | 76.6% | 66 / 170 | 184 / 56 | 7M | 20M |
| Q1 2024 | 513 | 198M | 82.0% | 44 / 163 | 203 / 61 | 11M | 13M |
| Q4 2023 | 538 | 200M | 83.0% | 83 / 141 | 218 / 51 | 12M | 9M |
| Q3 2023 | 514 | 198M | 81.8% | 67 / 162 | 175 / 39 | 12M | 20M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of ORI | Value | % of fund | As of |
|---|---|---|---|---|---|
| iShares Core S&P Mid-Cap ETF | 7,668,121 | 3.18% | $313.78M | 0.25% | Jun 30, 2026 |
| Vanguard Total Stock Market Index Fund | 6,937,939 | 2.87% | $283.90M | 0.01% | Jun 30, 2026 |
| Schwab U.S. Dividend Equity ETF | 5,435,310 | 2.25% | $202.36M | 0.21% | May 31, 2026 |
| Vanguard Small-Cap Index Fund | 5,010,090 | 2.08% | $205.01M | 0.11% | Jun 30, 2026 |
| iShares Select Dividend ETF | 4,386,810 | 1.82% | $189.55M | 0.81% | Jul 31, 2026 |
| Victory Sycamore Established Value Fund | 4,115,000 | 1.70% | $168.39M | 1.09% | Jun 30, 2026 |
| Vanguard Small-Cap Value Index Fund | 3,174,957 | 1.32% | $129.92M | 0.19% | Jun 30, 2026 |
| Fidelity High Dividend ETF | 3,029,287 | 1.25% | $130.90M | 1.29% | Jul 31, 2026 |
| Vanguard Extended Market Index Fund | 2,568,930 | 1.06% | $105.12M | 0.11% | Jun 30, 2026 |
| First Trust SMID Cap Rising Dividend Achievers ETF | 2,245,264 | 0.93% | $91.88M | 0.81% | Jun 30, 2026 |
| State Street(R) SPDR(R) S&P(R) Dividend ETF | 2,180,847 | 0.90% | $89.24M | 0.42% | Jun 30, 2026 |
| Hamlin High Dividend Equity Fund | 1,914,341 | 0.79% | $78.33M | 4.32% | Jun 30, 2026 |
| Invesco S&P MidCap Quality ETF | 1,337,092 | 0.55% | $57.78M | 1.06% | Jul 31, 2026 |
| Vanguard Dividend Appreciation Index Fund | 1,267,785 | 0.53% | $54.78M | 0.04% | Jul 31, 2026 |
| Fidelity Extended Market Index Fund | 1,174,836 | 0.49% | $43.74M | 0.10% | May 31, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Craig R. Smiddy | President & CEO, Director | 178,708 | 0.07% | Mar 18, 2026 |
| Carolyn Monroe | SVP - Title Insurance | 29,998 | 0.01% | Sep 3, 2026 |
| Jeffrey Lange | SVPUnderwriting & Distribution | 16,909 | 0.01% | Jul 31, 2026 |
| Stephen J. Oberst | Executive Vice President | 222,563 | 0.09% | Jul 30, 2026 |
| Frank Joseph Sodaro | Sr. VP. & CFO | 50,704 | 0.02% | Mar 18, 2026 |
| Thomas Dare | SrVP Secretary General Counsel | 46,985 | 0.02% | Mar 18, 2026 |
| William T. Gray | Executive VP & Treasurer | 62,969 | 0.03% | Mar 18, 2026 |
| Therace Risch | Director | 12,843 | 0.01% | May 5, 2026 |
| John Eric Smith | Director | 4,276 | 0.00% | Mar 4, 2026 |
| Peter McNitt | Director | 14,237 | 0.01% | Feb 2, 2026 |
| Steven J. Bateman | Director | 33,508 | 0.01% | Feb 2, 2026 |
| Glenn W. Reed | Director | 23,351 | 0.01% | Feb 2, 2026 |
| Charles J. Kovaleski | Director | 19,725 | 0.01% | Feb 2, 2026 |
| Fredricka Taubitz | Director | 24,203 | 0.01% | Feb 2, 2026 |
| Michael Denard Kennedy | Director | 14,229 | 0.01% | Feb 2, 2026 |
| Steven R. Walker | Director | 73,019 | 0.03% | Feb 2, 2026 |
| Spencer Leroy Iii | Director | 104,643 | 0.04% | Feb 2, 2026 |
| Lisa J. Caldwell | Director | 13,822 | 0.01% | Feb 2, 2026 |
| Barbara Adachi | Director | 12,244 | 0.01% | Feb 2, 2026 |
| John M. Dixon | Director | 23,100 | 0.01% | Feb 11, 2025 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Carolyn Monroe SVP - Title Insurance | Sep 1, 2026 | Sale | −4,386 | $42.01 | $184.26K | 27,875 |
| Carolyn Monroe SVP - Title Insurance | Aug 11, 2026 | Option exercise | +15,080 | $34.16 | $515.13K | 47,341 |
| Carolyn Monroe SVP - Title Insurance | Aug 11, 2026 | Tax withholding | −13,292 | $42.47 | $564.51K | 34,049 |
| Carolyn Monroe SVP - Title Insurance | Aug 11, 2026 | Sale | −1,788 | $42.26 | $75.56K | 32,261 |
| Jeffrey Lange SVPUnderwriting & Distribution | Jul 29, 2026 | Sale | −14,075 | $43.76 | $615.92K | 12,244 |
| Stephen J. Oberst Executive Vice President | Jul 28, 2026 | Option exercise | +28,000 | $21.12 | $591.36K | 110,398 |
| Stephen J. Oberst Executive Vice President | Jul 28, 2026 | Option exercise | +24,000 | $20.98 | $503.52K | 82,398 |
| Stephen J. Oberst Executive Vice President | Jul 28, 2026 | Sale | −13,125 | $43.96 | $576.98K | 82,205 |
| Stephen J. Oberst Executive Vice President | Jul 28, 2026 | Option exercise | +15,000 | $21.99 | $329.85K | 125,398 |
| Stephen J. Oberst Executive Vice President | Jul 28, 2026 | Option exercise | +55,000 | $22.72 | $1.25M | 180,398 |
| Stephen J. Oberst Executive Vice President | Jul 28, 2026 | Option exercise | +65,000 | $21.30 | $1.38M | 245,398 |
| Stephen J. Oberst Executive Vice President | Jul 28, 2026 | Tax withholding | −150,068 | $43.07 | $6.46M | 95,330 |
| Stephen J. Oberst Executive Vice President | Jul 28, 2026 | Option exercise | +21,000 | $19.98 | $419.58K | 58,398 |
| Carolyn Monroe SVP - Title Insurance | May 12, 2026 | Sale | −13,330 | $38.76 | $516.67K | 32,261 |
| Carolyn Monroe SVP - Title Insurance | May 12, 2026 | Tax withholding | −36,044 | $39.22 | $1.41M | 45,591 |
| Carolyn Monroe SVP - Title Insurance | May 12, 2026 | Option exercise | +19,314 | $24.79 | $478.79K | 81,635 |
| Carolyn Monroe SVP - Title Insurance | May 12, 2026 | Option exercise | +30,060 | $19.81 | $595.49K | 62,321 |
| Therace Risch Director | May 1, 2026 | Buy | +300 | $39.90 | $11.97K | 12,843 |
| Frank Joseph Sodaro Sr. VP. & CFO | Mar 16, 2026 | Tax withholding | −2,447 | $40.10 | $98.12K | 46,249 |
| Thomas Dare SrVP Secretary General Counsel | Mar 16, 2026 | Tax withholding | −2,672 | $40.10 | $107.15K | 40,747 |
| Craig R. Smiddy President & CEO, Director | Mar 16, 2026 | Tax withholding | −11,643 | $40.10 | $466.88K | 133,189 |
| Stephen J. Oberst Executive Vice President | Mar 16, 2026 | Tax withholding | −3,426 | $40.10 | $137.38K | 37,398 |
| Jeffrey Lange SVPUnderwriting & Distribution | Mar 16, 2026 | Tax withholding | −2,199 | $40.10 | $88.18K | 26,319 |
| William T. Gray Executive VP & Treasurer | Mar 16, 2026 | Tax withholding | −2,034 | $40.10 | $81.56K | 57,801 |
| Stephen J. Oberst Executive Vice President | Mar 11, 2026 | Tax withholding | −1,078 | $40.65 | $43.82K | 40,824 |
| Stephen J. Oberst Executive Vice President | Mar 11, 2026 | Option exercise | +3,679 | – | – | 41,902 |
| William T. Gray Executive VP & Treasurer | Mar 11, 2026 | Option exercise | +3,250 | – | – | 60,627 |
| William T. Gray Executive VP & Treasurer | Mar 11, 2026 | Tax withholding | −792 | $40.65 | $32.19K | 59,835 |
| Craig R. Smiddy President & CEO, Director | Mar 11, 2026 | Option exercise | +9,123 | – | – | 147,506 |
| Craig R. Smiddy President & CEO, Director | Mar 11, 2026 | Tax withholding | −2,674 | $40.65 | $108.70K | 144,832 |
| Thomas Dare SrVP Secretary General Counsel | Mar 11, 2026 | Option exercise | +2,752 | – | – | 44,300 |
| Thomas Dare SrVP Secretary General Counsel | Mar 11, 2026 | Tax withholding | −881 | $40.65 | $35.81K | 43,419 |
| Frank Joseph Sodaro Sr. VP. & CFO | Mar 11, 2026 | Option exercise | +2,752 | – | – | 49,503 |
| Frank Joseph Sodaro Sr. VP. & CFO | Mar 11, 2026 | Tax withholding | −807 | $40.65 | $32.80K | 48,696 |
| Carolyn Monroe SVP - Title Insurance | Mar 11, 2026 | Option exercise | +2,892 | – | – | 32,966 |
| Carolyn Monroe SVP - Title Insurance | Mar 11, 2026 | Tax withholding | −705 | $40.65 | $28.66K | 32,261 |
| Jeffrey Lange SVPUnderwriting & Distribution | Mar 11, 2026 | Tax withholding | −725 | $40.65 | $29.47K | 28,518 |
| Jeffrey Lange SVPUnderwriting & Distribution | Mar 11, 2026 | Option exercise | +2,752 | – | – | 29,243 |
| Thomas Dare SrVP Secretary General Counsel | Mar 6, 2026 | Option exercise | +3,008 | – | – | 42,511 |
| Thomas Dare SrVP Secretary General Counsel | Mar 6, 2026 | Tax withholding | −963 | $42.07 | $40.51K | 41,548 |
| Carolyn Monroe SVP - Title Insurance | Mar 6, 2026 | Option exercise | +2,907 | – | – | 30,782 |
| Carolyn Monroe SVP - Title Insurance | Mar 6, 2026 | Tax withholding | −708 | $42.07 | $29.79K | 30,074 |
| Jeffrey Lange SVPUnderwriting & Distribution | Mar 6, 2026 | Option exercise | +3,008 | – | – | 27,358 |
| Jeffrey Lange SVPUnderwriting & Distribution | Mar 6, 2026 | Tax withholding | −867 | $42.07 | $36.47K | 26,491 |
| Stephen J. Oberst Executive Vice President | Mar 6, 2026 | Option exercise | +4,010 | – | – | 39,455 |
| Stephen J. Oberst Executive Vice President | Mar 6, 2026 | Tax withholding | −1,232 | $42.07 | $51.83K | 38,223 |
| Frank Joseph Sodaro Sr. VP. & CFO | Mar 6, 2026 | Option exercise | +3,008 | – | – | 47,707 |
| Frank Joseph Sodaro Sr. VP. & CFO | Mar 6, 2026 | Tax withholding | −956 | $42.07 | $40.22K | 46,751 |
| Craig R. Smiddy President & CEO, Director | Mar 6, 2026 | Tax withholding | −2,821 | $42.07 | $118.68K | 138,383 |
| Craig R. Smiddy President & CEO, Director | Mar 6, 2026 | Option exercise | +9,628 | – | – | 141,204 |
| William T. Gray Executive VP & Treasurer | Mar 6, 2026 | Tax withholding | −921 | $42.07 | $38.75K | 57,377 |
| William T. Gray Executive VP & Treasurer | Mar 6, 2026 | Option exercise | +3,509 | – | – | 58,298 |
| John Eric Smith Director | Mar 2, 2026 | Buy | +472 | $43.11 | $20.35K | 4,276 |
| John Eric Smith Director | Mar 2, 2026 | Buy | +663 | $43.09 | $28.57K | 3,804 |
| Carolyn Monroe SVP - Title Insurance | Feb 2, 2026 | Option exercise | +16,500 | $21.30 | $351.45K | 44,375 |
| Carolyn Monroe SVP - Title Insurance | Feb 2, 2026 | Tax withholding | −10,974 | $39.17 | $429.85K | 33,401 |
| Carolyn Monroe SVP - Title Insurance | Feb 2, 2026 | Sale | −3,926 | $39.28 | $154.21K | 29,475 |
| Carolyn Monroe SVP - Title Insurance | Feb 2, 2026 | Sale | −1,600 | $39.29 | $62.86K | 27,875 |
| Peter McNitt Director | Jan 29, 2026 | Award | +1,918 | – | – | 14,237 |
| Peter McNitt Director | Jan 29, 2026 | Tax withholding | −449 | $39.05 | $17.53K | 13,788 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Carolyn Monroe Officer | Sep 1, 2026 | 4,386 | $184.23K | Sep 1, 2026 | Restricted Stock Vesting |
| Carolyn Monroe Officer | Aug 11, 2026 | 1,788 | $75.56K | Aug 11, 2026 | Stock Option Exercise |
| Lange Jeffrey COO | Jul 30, 2026 | 14,075 | $615.31K | Jul 29, 2026 | Stock Bonus |
| Stephen J. Oberst Officer | Jul 28, 2026 | 13,125 | $576.91K | Jul 28, 2026 | Stock Option Exercise |
| Carolyn Monroe Officer | May 12, 2026 | 13,330 | $516.71K | May 12, 2026 | Stock Option Exercise |
| Carolyn Monroe Officer | Feb 2, 2026 | 5,526 | $217.08K | Feb 2, 2026 | Option Granted - 03/09/2021 |
| Carolyn Monroe Officer | Nov 14, 2025 | 6,680 | $297.53K | Nov 14, 2025 | Restricted Stock Vesting |
| Stephen J. Oberst Officer | Aug 21, 2025 | 4,797 | $188.47K | Aug 21, 2025 | Option Granted - 03/23/2016 |
| Carolyn Monroe Officer | Jul 31, 2025 | 6,849 | $250.13K | Jul 31, 2025 | Stock Option Exercise |
| Jeffrey Lange Officer | May 1, 2025 | 8,117 | $303.67K | May 1, 2025 | Restricted Stock Vesting |
| Carolyn Monroe Officer | May 1, 2025 | 10,601 | $396.31K | May 1, 2025 | Stock Option Exercise |
| Thomas Dare Officer | Mar 11, 2025 | 27,457 | $1.00M | Mar 11, 2025 | Stock Option Exercise |
| Frank Joseph Sodaro Officer | Mar 3, 2025 | 3,104 | $120.56K | Mar 3, 2025 | Option Granted 02/20/2018 |
| Craig R. Smiddy Officer, Director | Mar 3, 2025 | 5,296 | $204.45K | Mar 3, 2025 | Stock Option Exercise |
| Carolyn Monroe Officer | Feb 4, 2025 | 9,188 | $333.96K | Feb 4, 2025 | Stock Option Exercise |