ORI Old Republic International Corporation Common Stock

NYSE · Insurance · View on SEC EDGAR ↗
$42.39
Price · Aug 19, 2026
Fundamentals as of Jul 31, 2026
52W Range
$37–$47
57% of range
Analyst Rating
HOLD
8 analysts
Price Target
$44
+3% upside
P/E (TTM)
12.3
ROE
16.2%
Net Profit Margin
10.2%

About Old Republic International Corporation Common Stock Company overview from Wikipedia

Old Republic International Corporation is an American property insurance and title insurance company. The company is headquartered in Chicago, Illinois.

Read more

Old Republic International Corporation is an American property insurance and title insurance company. The company is headquartered in Chicago, Illinois.

Source: Wikipedia, CC BY-SA 4.0 · View on Wikipedia ↗

Wikidata ↗

ORI Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range

Price
$42.39
Market Cap
—
P/E (TTM)
12.3
EPS (TTM)
$3.72
Revenue (TTM)
$9.14B
Div Yield
—
ROE
16.2%
Debt/Equity
—
52W Range
$37 – $47

ORI Stock Price Chart Daily OHLCV with technical indicators — pan, zoom, and customize your view

10-Year Performance Revenue, net income, margins and EPS trends

Revenue & Net Income $9.14B
10-point trend, +54.8%
2016-12-31 → 2025-12-31
EPS $3.72
10-point trend, +129.6%
2016-12-31 → 2025-12-31
Free Cash Flow —
Margins 10.2%

Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?

Metric
5Y trend
ORI
Peer Median
P/E (TTM)
5-point trend, +152.1%
12.3
13.6

Profitability Gross, operating and net margins; ROE, ROA, ROIC

Metric
5Y trend
ORI
Peer Median
Net Profit Margin
5-point trend, +31.3%
10.2%
10.9%
ROA
5-point trend, +27.1%
3.2%
2.8%
ROE
5-point trend, +76.9%
16.2%
17.1%

Financial Health Debt, liquidity, solvency — balance sheet strength

Metric
5Y trend
ORI
Peer Median

Growth Revenue, EPS and net income growth: YoY, 3Y CAGR, 5Y CAGR

Metric
5Y trend
ORI
Peer Median
Revenue YoY
5-point trend, -2.2%
11.0%
—
Revenue CAGR 3Y
5-point trend, -2.2%
4.2%
—
Revenue CAGR 5Y
5-point trend, -2.2%
5.0%
—
EPS YoY
5-point trend, -26.3%
14.8%
—
Net Income YoY
5-point trend, -39.0%
9.7%
—

Per Share Metrics EPS, book value per share, cash flow per share, dividend per share

Metric
5Y trend
ORI
Peer Median
EPS (Diluted)
5-point trend, -26.3%
$3.72
—

Capital Efficiency Asset turnover, inventory turnover, receivables turnover

Metric
5Y trend
ORI
Peer Median
Payout Ratio
5-point trend, +86.9%
83.7%
—

Dividends Yield, payout ratio, dividend history, 5Y CAGR

Dividend Yield
—
Payout Ratio
83.7%
5Y Div CAGR
—
Ex-dateAmount
June 5, 2026$0.3150
March 9, 2026$0.3150
Jan. 2, 2026$2.5000
Dec. 5, 2025$0.2900
Sept. 5, 2025$0.2900
June 6, 2025$0.2900
March 10, 2025$0.2900
Jan. 3, 2025$2.0000
Dec. 6, 2024$0.2650
Sept. 6, 2024$0.2650
June 4, 2024$0.2650
March 8, 2024$0.2650
Dec. 4, 2023$0.2450
Sept. 1, 2023$0.2450
June 2, 2023$0.2450
March 3, 2023$0.2450
Dec. 2, 2022$0.2300
Aug. 31, 2022$1.2300
June 2, 2022$0.2300
March 4, 2022$0.2300

ORI Analyst Consensus Bullish and bearish analyst opinions, 12-month price target, upside

BUY 8 analysts
  • Strong Buy 2 25.0%
  • Buy 2 25.0%
  • Hold 4 50.0%
  • Sell 0 0.0%
  • Strong Sell 0 0.0%

12-Month Price Target

2 analysts · 2026-08-16
Median target $43.50 +2.6%
Mean target $43.50 +2.6%

Earnings History EPS actual vs estimate, surprise %, beat rate, next earnings date

Avg Surprise
-0.04%
Period EPS Actual EPS Est Surprise
June 30, 2026 $0.76 $0.80 -0.04%
March 31, 2026 $0.68 $0.80 -0.12%
Dec. 31, 2025 $0.74 $0.89 -0.15%
Sept. 30, 2025 $0.78 $0.77 0.01%
June 30, 2025 $0.83 $0.81 0.02%
March 31, 2025 $0.81 $0.75 0.06%

Peer comparison (GICS sub-industry) Key metrics vs sector peers

Ticker Market Cap P/E Rev YoY Net Margin ROE Gross Margin
ORI — 12.3 11.0% 10.2% 16.2% —
AIZ — — — — — —
CNA $12.92B 10.2 5.0% 8.5% 11.6% —
FNF $14.79B 24.7 5.6% 4.2% 7.9% —
AFG $11.40B 13.6 -1.8% 10.3% 18.1% —
ERIE — — 7.2% 13.8% 25.0% —
KNSL $9.05B 18.1 18.0% 26.9% 27.4% —
THG — 10.1 5.7% 10.1% 20.7% —
FAF $6.27B 10.2 21.6% 8.3% 11.9% —
MCY $5.21B 9.6 9.4% 9.0% 24.8% —
RLI $5.88B 14.6 6.3% 21.4% 23.0% —

Full Fundamentals All metrics by year — income statement, balance sheet, cash flow

Income Statement 9
Annual Income Statement data for ORI
Metric Trend 202520242023202220212020201920182017201620152014
Revenue 12-point trend, +65.2% $9.14B $8.23B $7.26B $8.08B $9.34B $7.17B $7.46B $6.26B $6.26B $5.90B $5.77B $5.53B
SG&A Expense 4-point trend, +16.8% $1.85B $1.68B $1.59B $1.58B · · · · · · · ·
Pretax Income 12-point trend, +94.3% $1.18B $1.07B $747M $857M $1.92B $688M $1.32B $438M $725M $686M $632M $609M
Income Tax 12-point trend, +21.2% $242M $217M $149M $171M $388M $130M $266M $68M $165M $219M $210M $200M
Net Income 12-point trend, +128.3% $935M $853M $599M $686M $1.53B $559M $1.06B $370M $560M $467M $422M $410M
EPS (Basic) 12-point trend, +141.8% $3.82 $3.30 $2.12 $2.28 $5.08 $1.87 $3.52 $1.26 $2.14 $1.80 $1.63 $1.58
EPS (Diluted) 12-point trend, +158.3% $3.72 $3.24 $2.10 $2.26 $5.05 $1.87 $3.51 $1.24 $1.92 $1.62 $1.48 $1.44
Shares (Basic) 12-point trend, -5.2% 245,121,426 258,032,085 282,732,526 301,676,941 301,945,319 298,407,921 299,885,468 294,248,871 262,114,533 259,429,298 259,502,067 258,553,662
Shares (Diluted) 12-point trend, -14.8% 251,313,860 262,880,631 285,471,064 303,296,612 303,667,669 298,898,673 301,227,715 301,016,076 299,387,373 296,379,251 296,088,963 295,073,206
Balance Sheet 11
Annual Balance Sheet data for ORI
Metric Trend 202520242023202220212020201920182017201620152014
Cash & Equivalents 12-point trend, +92.5% $263M $202M $203M $81M $158M $119M $79M $100M $126M $146M $160M $137M
Goodwill 12-point trend, +7.8% $173M $180M $178M $178M $174M $175M $175M $174M $161M $161M $161M $161M
Total Assets 12-point trend, +75.8% $29.86B $27.84B $26.50B $25.16B $24.98B $22.82B $21.08B $19.33B $19.40B $18.59B $17.10B $16.99B
Deferred Tax 11-point trend, +219300000.00 $219M $129M $106M $43M $250M $137M $112M $10M $100M $43M $0 ·
Total Liabilities 12-point trend, +83.2% $23.93B $22.22B $20.09B $18.99B $18.09B $16.63B $15.08B $14.18B $14.67B $14.13B $13.22B $13.06B
Common Stock 12-point trend, -5.6% $246M $249M $278M $297M $308M $304M $304M $303M $269M $263M $262M $261M
Retained Earnings 12-point trend, +103.8% $5.52B $5.52B $5.64B $5.32B $5.21B $4.39B $4.39B $3.85B $3.21B $3.20B $2.94B $2.71B
Treasury Stock Flat — no change across 2 periods $0 $0 · · · · · · · · · ·
AOCI 12-point trend, -44.2% $163M $-102M $-132M $-518M $78M $284M $78M $-210M $474M $324M $29M $292M
Stockholders' Equity 12-point trend, +50.7% $5.91B $5.62B $6.41B $6.17B $6.89B $6.19B $6.00B $5.15B $4.73B $4.46B $3.88B $3.92B
Liabilities + Equity 12-point trend, +75.8% $29.86B $27.84B $26.50B $25.16B $24.98B $22.82B $21.08B $19.33B $19.40B $18.59B $17.10B $16.99B
Cash Flow 10
Annual Cash Flow data for ORI
Metric Trend 202520242023202220212020201920182017201620152014
Deferred Tax 12-point trend, -64.5% $17M $12M $-37M $-55M $166M $-27M $27M $-46M $32M $29M $9M $47M
Operating Cash Flow 12-point trend, +742.5% $1.16B $1.23B $880M $1.17B $1.31B $1.19B $936M $760M $453M $637M $688M $-181M
Investing Cash Flow 12-point trend, -309.2% $-177M $-4M $25M $-415M $-936M $-845M $-425M $-240M $-294M $-1.04B $-450M $-43M
Stock Issued 12-point trend, -33.3% $4M $2M $31M $27M $60M $7M $14M $13M $18M $8M $12M $6M
Stock Repurchased 6-point trend, +123800000.00 $124M $942M $535M $281M $0 $0 · · · · · ·
Net Stock Activity 11-point trend, -2205.3% $-120M · $-504M $-255M $60M $7M $14M $13M $18M $8M $12M $6M
Dividends Paid 12-point trend, +315.6% $783M $272M $276M $580M $1.02B $250M $539M $499M $199M $194M $191M $188M
Financing Cash Flow 12-point trend, -545.3% $-926M $-1.23B $-783M $-833M $-336M $-300M $-533M $-546M $-178M $385M $-215M $208M
Net Change in Cash 12-point trend, +469.3% $61M $2M $122M $-77M $39M $40M $-21M $-26M $-20M $-14M $23M $-17M
Taxes Paid 12-point trend, +212.8% $210M $204M $204M $226M $236M $149M $229M $137M $106M $179M $198M $67M
Profitability 4
Annual Profitability data for ORI
Metric Trend 202520242023202220212020201920182017201620152014
Net Margin 11-point trend, +38.2% 10.2% · 8.2% 8.5% 16.4% 7.8% 14.6% 6.2% 8.9% 7.9% 7.3% 7.4%
Pretax Margin 11-point trend, +17.6% 13.0% · 10.3% 10.6% 20.6% 9.6% 18.3% 7.3% 11.6% 11.6% 11.0% 11.0%
ROA 11-point trend, +32.8% 3.2% · 2.3% 2.7% 6.4% 2.5% 5.2% 1.9% 2.9% 2.6% 2.5% 2.4%
ROE 11-point trend, +52.4% 16.2% · 9.5% 10.5% 23.5% 9.2% 19.0% 7.5% 12.2% 11.2% 10.8% 10.6%
Efficiency 1
Annual Efficiency data for ORI
Metric Trend 202520242023202220212020201920182017201620152014
Asset Turnover 11-point trend, -4.0% 0.3 · 0.3 0.3 0.4 0.3 0.4 0.3 0.3 0.3 0.3 0.3
Per Share 5
Annual Per Share data for ORI
Metric Trend 202520242023202220212020201920182017201620152014
Revenue / Share 11-point trend, +94.0% $36.35 · $25.43 $26.65 $30.76 $23.97 $23.95 $20.00 $20.92 $19.91 $19.47 $18.74
Cash Flow / Share 11-point trend, +854.4% $4.63 · $3.08 $3.86 $4.32 $3.96 $3.11 $2.53 $1.51 $2.15 $2.32 $-0.61
Dividend / Share · · · · · · · · $1 · · ·
Dividend Paid / Share 12-point trend, +401.4% $4 $3 $1 $2 $2 $2 $2 $1 $2 $1 $1 $1
EPS (TTM) 12-point trend, +158.3% $3.72 $3.24 $2.10 $2.26 $5.05 $1.87 $3.51 $1.24 $1.92 $1.62 $1.48 $1.44
Growth Rates 10
Annual Growth Rates data for ORI
Metric Trend 202520242023202220212020201920182017201620152014
Revenue YoY 5-point trend, -63.8% 11.0% 13.4% -10.2% -13.5% 30.4% · · · · · · ·
Revenue CAGR 3Y 3-point trend, +867.4% 4.2% -4.1% 0.43% · · · · · · · · ·
Revenue CAGR 5Y 5.0% · · · · · · · · · · ·
EPS YoY 5-point trend, -91.3% 14.8% 54.3% -7.1% -55.2% 170.0% · · · · · · ·
EPS CAGR 3Y 3-point trend, +358.6% 18.1% -13.8% 3.9% · · · · · · · · ·
EPS CAGR 5Y 14.8% · · · · · · · · · · ·
Net Income YoY 5-point trend, -94.4% 9.7% 42.4% -12.8% -55.3% 174.7% · · · · · · ·
Net Income CAGR 3Y 3-point trend, +366.5% 10.9% -17.8% 2.3% · · · · · · · · ·
Net Income CAGR 5Y 10.9% · · · · · · · · · · ·
Dividend CAGR 5Y 25.6% · · · · · · · · · · ·
Valuation (TTM) 6
Annual Valuation (TTM) data for ORI
Metric Trend 202520242023202220212020201920182017201620152014
Revenue TTM 12-point trend, +65.2% $9.14B $8.23B $7.26B $8.08B $9.34B $7.17B $7.46B $6.26B $6.26B $5.90B $5.77B $5.53B
Net Income TTM 12-point trend, +128.3% $935M $853M $599M $686M $1.53B $559M $1.06B $370M $560M $467M $422M $410M
P/E 12-point trend, +20.8% 12.3 11.2 14.0 10.7 4.9 10.5 6.4 16.6 11.1 11.7 12.6 10.2
Earnings Yield 12-point trend, -17.2% 8.2% 8.9% 7.1% 9.4% 20.5% 9.5% 15.7% 6.0% 9.0% 8.5% 7.9% 9.8%
Payout Ratio 11-point trend, +82.0% 83.7% · 46.0% 84.5% 66.4% 44.8% 51.0% 134.6% 35.5% 41.5% 45.3% 46.0%
Annual Payout 12-point trend, +315.6% $783M $272M $276M $580M $1.02B $250M $539M $499M $199M $194M $191M $188M

Financial Statements Income statement, balance sheet, cash flow — annual, last 5 years

Income Statement
2025-12-312024-12-312023-12-312022-12-312021-12-31
Revenue $9.14B$8.23B$7.26B$8.08B$9.34B
Net Income $935M$853M$599M$686M$1.53B
Diluted EPS $3.72$3.24$2.10$2.26$5.05

Latest News Recent headlines mentioning this company

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Institutional owners (13F) 710 filers · $4.6B total · As of June 30, 2026

Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.

Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
79 (-9 vs prior Q) 71 (-21 vs prior Q) 188 (-28 vs prior Q) 254 (+38 vs prior Q) +23.0M

Compared to Q1 2026. SEC Form 13F filings are due within 45 days of quarter-end plus a short buffer for late filers — quarters still inside that window are skipped in favor of the most recent fully-reported pair.

Institution Value Shares % of tracked 13F Type
VANGUARD PORTFOLIO MANAGEMENT LLC $474,604,973 11,598,362 10.32% Shares
STATE STREET CORP $411,622,955 10,059,212 8.95% Shares
VANGUARD CAPITAL MANAGEMENT LLC $405,491,216 9,909,365 8.82% Shares
CHARLES SCHWAB INVESTMENT MANAGEMENT INC $306,726,008 7,495,748 6.67% Shares
GEODE CAPITAL MANAGEMENT, LLC $284,254,968 6,936,702 6.18% Shares
DIMENSIONAL FUND ADVISORS LP $259,789,643 6,348,721 5.65% Shares
VICTORY CAPITAL MANAGEMENT INC $242,700,162 5,931,089 5.28% Shares
Hamlin Capital Management, LLC $190,893,641 4,665,045 4.15% Shares
CAPTRUST FINANCIAL ADVISORS $112,891,135 2,758,825 2.46% Shares
NORGES BANK $98,138,027 2,398,290 2.13% Shares
RAYMOND JAMES FINANCIAL INC $83,354,470 2,037,011 1.81% Shares
GQG Partners LLC $72,049,828 1,760,732 1.57% Shares
VANGUARD FIDUCIARY TRUST CO $57,769,137 1,411,758 1.26% Shares
Gotham Asset Management, LLC $54,229,189 1,325,249 1.18% Shares
Quantinno Capital Management LP $51,007,191 1,246,510 1.11% Shares
MILLER HOWARD INVESTMENTS INC /NY $45,459,423 1,110,934 0.99% Shares
North Star Investment Management Corp. $32,741,132 800,125 0.71% Shares
Arbejdsmarkedets Tillaegspension $30,338,088 741,400 0.66% Shares
Port Capital LLC $30,239,062 738,980 0.66% Shares
SYSTEMATIC FINANCIAL MANAGEMENT LP $29,445,746 719,593 0.64% Shares
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $28,424,652 694,976 0.62% Shares
BOSTON FINANCIAL MANGEMENT LLC $28,416,042 785,190 0.62% Shares
MILLENNIUM MANAGEMENT LLC $28,380,966 693,572 0.62% Shares
ProShare Advisors LLC $25,522,377 623,714 0.56% Shares
Brandywine Global Investment Management, LLC $25,443,159 557,475 0.55% Shares
RHUMBLINE ADVISERS $24,676,224 603,037 0.54% Shares
RITHOLTZ WEALTH MANAGEMENT $23,494,939 574,168 0.51% Shares
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP $21,954,603 536,525 0.48% Shares
VIRGINIA RETIREMENT SYSTEMS ET Al $21,900,856 479,861 0.48% Shares
Retirement Systems of Alabama $21,828,897 533,453 0.47% Shares
DDD Partners, LLC $20,589,171 503,157 0.45% Shares
CITADEL ADVISORS LLC $19,039,012 465,274 0.41% Shares
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. $18,920,000 462,354 0.41% Shares
California Public Employees Retirement System $18,842,596 460,474 0.41% Shares
FULLER & THALER ASSET MANAGEMENT, INC. $18,621,098 455,061 0.41% Shares
Swiss National Bank $18,499,932 452,100 0.40% Shares
LPL Financial LLC $17,462,399 426,745 0.38% Shares
MACQUARIE GROUP LTD $17,237,714 421,254 0.37% Shares
REGIONS FINANCIAL CORP $15,717,863 384,112 0.34% Shares
AMERIPRISE FINANCIAL INC $15,286,769 373,577 0.33% Shares
BANK OF AMERICA CORP /DE/ $15,081,598 368,563 0.33% Shares
US BANCORP \DE\ $14,805,715 361,821 0.32% Shares
Allianz Asset Management GmbH $14,781,204 361,222 0.32% Shares
Man Group plc $13,983,673 341,732 0.30% Shares
Baird Financial Group, Inc. $13,835,870 338,120 0.30% Shares
TCTC Holdings, LLC $13,029,460 318,413 0.28% Shares
GOLDMAN SACHS GROUP INC $12,712,985 310,679 0.28% Shares
CHURCHILL MANAGEMENT Corp $12,327,477 320,694 0.27% Shares
Paradiem, LLC $12,118,540 296,152 0.26% Shares
ExodusPoint Capital Management, LP $12,028,066 293,941 0.26% Shares
First Eagle Investment Management, LLC $11,366,717 277,779 0.25% Shares
Leith Wheeler Investment Counsel Ltd. $11,256,360 275,082 0.24% Shares
ALLIANCEBERNSTEIN L.P. $11,086,255 277,851 0.24% Shares
BlackRock, Inc. $11,026,426 269,463 0.24% Shares
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM $10,965,757 274,831 0.24% Shares
ENVESTNET ASSET MANAGEMENT INC $10,285,567 251,358 0.22% Shares
Bogart Wealth, LLC $10,167,535 248,473 0.22% Shares
EULAV Asset Management $10,028,519 245,076 0.22% Shares
Focus Partners Wealth $9,987,429 244,062 0.22% Shares
CRAWFORD INVESTMENT COUNSEL INC $9,544,854 233,256 0.21% Shares
Bank of New York Mellon Corp $9,183,921 224,436 0.20% Shares
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM $9,134,367 223,225 0.20% Shares
VANGUARD ASSET MANAGEMENT, Ltd $8,766,373 214,232 0.19% Shares
STEPHENS INC /AR/ $8,482,644 206,999 0.18% Shares
UBS Group AG $8,447,934 206,450 0.18% Shares
AMERICAN CENTURY COMPANIES INC $8,276,806 202,268 0.18% Shares
VIKING FUND MANAGEMENT LLC $8,184,000 200,000 0.18% Shares
TEACHER RETIREMENT SYSTEM OF TEXAS $8,076,953 197,384 0.18% Shares
CAPITAL FUND MANAGEMENT S.A. $7,995,768 195,400 0.17% Shares
Corient Private Wealth LP $7,797,298 190,550 0.17% Shares
Mirae Asset Global Investments Co., Ltd. $7,661,902 187,241 0.17% Shares
VAN ECK ASSOCIATES CORP $7,633,503 186,547 0.17% Shares
Vest Financial, LLC $7,229,541 176,675 0.16% Shares
Dupree Financial Group, LLC $7,094,120 173,366 0.15% Shares
Orca Wealth Management, LLC $7,035,522 171,934 0.15% Shares
HEARTLAND ADVISORS INC $7,025,514 171,689 0.15% Shares
Ellsworth Advisors, LLC $6,918,279 171,627 0.15% Shares
FRANKLIN RESOURCES INC $6,766,899 165,369 0.15% Shares
Bridgewater Associates, LP $6,748,731 164,925 0.15% Shares
MANUFACTURERS LIFE INSURANCE COMPANY, THE $6,605,838 161,433 0.14% Shares
GABELLI FUNDS LLC $6,486,557 158,518 0.14% Shares
COMMONWEALTH EQUITY SERVICES, LLC $6,313,703 154,294 0.14% Shares
Illinois Municipal Retirement Fund $5,914,945 144,549 0.13% Shares
Cetera Investment Advisers $5,856,542 143,122 0.13% Shares
NEW YORK STATE COMMON RETIREMENT FUND $5,796,482 141,654 0.13% Shares
CWM, LLC $5,721,299 143,391 0.12% Shares
PNC Financial Services Group, Inc. $5,598,347 136,812 0.12% Shares
Legal & General Group Plc $5,532,466 135,202 0.12% Shares
O'SHAUGHNESSY ASSET MANAGEMENT, LLC $5,527,760 135,087 0.12% Shares
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC $5,457,602 136,782 0.12% Shares
INTECH INVESTMENT MANAGEMENT LLC $4,973,090 121,532 0.11% Shares
Jump Financial, LLC $4,914,492 120,100 0.11% Shares
Slagle Financial, LLC $4,898,295 119,704 0.11% Shares
WOODMONT INVESTMENT COUNSEL LLC $4,788,213 117,014 0.10% Shares
GUGGENHEIM CAPITAL LLC $4,717,012 115,274 0.10% Shares
VANGUARD GROUP INC $4,628,854 101,421 0.10% Shares
Providence Capital Advisors, LLC $4,599,822 112,410 0.10% Shares
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC $4,514,008 110,313 0.10% Shares
MetLife Investment Management, LLC $4,415,432 107,904 0.10% Shares
Squarepoint Ops LLC $4,415,227 107,899 0.10% Shares

Company insiders 41 insiders · 13 officers · 22 directors

Insider Role Last activity Shares owned Buys 12m Sells 12m Net 12m
Craig R Smiddy President & CEO March 16, 2026 F 133,189 0 0 $0
Frank Joseph Sodaro Sr. VP. & CFO March 16, 2026 F 46,249 0 0 $0
Christopher S Nard President - RFIG Nov. 27, 2013 M 28,816 0 0 $0
Jeffrey Lange SVPUnderwriting & Distribution July 29, 2026 S 12,244 0 1 $-615,922
Stephen J Oberst Executive Vice President July 28, 2026 M 82,205 0 2 $-765,449
Thomas Dare SrVP Secretary General Counsel March 16, 2026 F 40,747 0 0 $0
William T Gray Executive VP & Treasurer March 16, 2026 F 57,801 0 0 $0
Rande Keith Yeager Executive Chairman-Title Group March 16, 2023 A 77,797 0 0 $0
Cheryl A Jones SrVP National Benefits Dir. May 6, 2020 A 27,000 0 0 $0
John R Heitkamp JR SrVP Secretary,General Counsel May 6, 2020 A — 0 0 $0
Charles S Boone SrVP &Chief Investment Officer May 6, 2020 A 7,750 0 0 $0
Scott R Rager Executive Vice Chairman May 9, 2019 A 35,589 0 0 $0
James Kellogg Executive Vice Chairman May 4, 2012 A 46,897 0 0 $0
John Eric Smith Director March 2, 2026 P 4,276 2 0 $48,917
Fredricka Taubitz Director Jan. 29, 2026 F 24,203 0 0 $0
Spencer Leroy III Director Jan. 29, 2026 A 88,026 0 0 $0
Glenn W Reed Director Jan. 29, 2026 A 23,351 0 0 $0
Therace Risch Director Sept. 2, 2025 P 9,625 1 0 $59,850
Barbara Adachi Director Jan. 29, 2025 A 10,326 0 0 $0
Michael Denard Kennedy Director Jan. 29, 2025 A 12,311 0 0 $0
Charles J Kovaleski Director Jan. 29, 2025 A 18,396 0 0 $0
Steven J Bateman Director Jan. 29, 2025 A 31,590 0 0 $0
Peter Mcnitt Director Jan. 29, 2025 A 12,319 0 0 $0
John M Dixon Director Jan. 29, 2025 A 23,100 0 0 $0
Arnold L Steiner Director Oct. 28, 2022 J 107,771 0 0 $0
Jimmy A Dew Director Nov. 1, 2016 J 122,759 0 0 $0
Dennis P Van Mieghem Director Oct. 31, 2016 J 5,675 0 0 $0
James C Hellauer Director Oct. 28, 2016 J 3,550 0 0 $0
William A Simpson Director March 3, 2010 J 41,010 0 0 $0
Leo E Knight JR Director April 29, 2009 P 14,500 0 0 $0
Charles F Titterton Director April 29, 2009 P 2,251 0 0 $0
John W Popp Director April 29, 2009 P 20,000 0 0 $0
Harrington Bischof Director April 29, 2009 P — 0 0 $0
Henry P Lardner Director July 23, 2007 G 22,300 0 0 $0
Carolyn Monroe — Aug. 11, 2026 M 32,261 0 2 $-373,088
Lisa J Caldwell — Jan. 29, 2026 F 13,822 0 0 $0
Steven R Walker — Jan. 29, 2026 F 16,519 0 0 $0
Aldo C Zucaro — Nov. 2, 2021 M 1,320,000 0 0 $0
Karl W Mueller — Aug. 27, 2021 M 32,981 0 0 $0
John S Adams — Sept. 13, 2004 M 1,462 0 0 $0
Anthony F Colao — April 13, 2004 M 4,500 0 0 $0

Insiders from SEC Form 3/4/5 filings; net = open-market P/S only

ETF ownership Held by 140 ETFs

Weight reflects direct equity holdings (N-PORT) only; leveraged or derivative-based funds may hold additional swap exposure not shown.

Fund Weight Units As of Source
LBAY · Tidal Trust I 3.39% 16,046 NS May 31, 2026 N-PORT
XMVM · Invesco Exchange-Traded Fund Trust 1.56% 183,418 SH Aug. 8, 2026 Daily
TMDV · ProShares Trust 1.40% 1,661 NS May 31, 2026 N-PORT
REGL · ProShares Trust 1.37% 615,269 NS May 31, 2026 N-PORT
GRPM · Invesco Exchange-Traded Fund Trust 1.27% 150,355 SH Aug. 8, 2026 Daily
FDVV · FIDELITY COVINGTON TRUST 1.25% 2,870,552 NS April 30, 2026 N-PORT
XMLV · Invesco Exchange-Traded Fund Trust … 1.17% 204,445 SH Aug. 8, 2026 Daily
IAK · iShares Trust 1.04% 132,967 SH Aug. 8, 2026 Daily
XMHQ · Invesco Exchange-Traded Fund Trust 1.02% 1,337,374 SH Aug. 8, 2026 Daily
FXO · First Trust Exchange-Traded AlphaDE… 0.89% 239,656 NS April 30, 2026 N-PORT
VAMO · Cambria ETF Trust 0.86% 17,839 NS April 30, 2026 N-PORT
DVY · iShares Trust 0.81% 4,386,810 SH Aug. 8, 2026 Daily
FDRR · FIDELITY COVINGTON TRUST 0.73% 126,268 NS April 30, 2026 N-PORT
SMMV · iShares Trust 0.63% 42,133 SH Aug. 8, 2026 Daily
SMDX · Tidal Trust III 0.62% 19,649 NS April 30, 2026 N-PORT
HOMZ · ETF Series Solutions 0.58% 5,275 NS May 31, 2026 N-PORT
SDVD · First Trust Exchange-Traded Fund IV 0.57% 119,953 NS April 30, 2026 N-PORT
HSMV · First Trust Exchange-Traded Fund III 0.54% 4,115 NS April 30, 2026 N-PORT
QDF · FlexShares Trust 0.46% 242,550 NS April 30, 2026 N-PORT
LSVD · ADVISORS' INNER CIRCLE FUND 0.43% 64,829 NS April 30, 2026 N-PORT
FNK · First Trust Exchange-Traded AlphaDE… 0.42% 22,819 NS April 30, 2026 N-PORT
RWK · Invesco Exchange-Traded Fund Trust … 0.42% 130,517 SH Aug. 8, 2026 Daily
AFMC · First Trust Exchange-Traded Fund VI… 0.40% 17,211 NS May 31, 2026 N-PORT
SIXL · EXCHANGE TRADED CONCEPTS TRUST 0.38% 19,391 NS May 31, 2026 N-PORT
IQSM · New York Life Investments ETF Trust 0.37% 29,175 NS April 30, 2026 N-PORT
JPME · J.P. Morgan Exchange-Traded Fund Tr… 0.34% 36,821 NS April 30, 2026 N-PORT
JPUS · J.P. Morgan Exchange-Traded Fund Tr… 0.32% 35,235 NS April 30, 2026 N-PORT
ISCV · iShares Trust 0.31% 50,279 SH Aug. 8, 2026 Daily
XJH · iShares Trust 0.31% 30,355 SH Aug. 8, 2026 Daily
ROUS · Lattice Strategies Trust 0.30% 44,727 NS April 30, 2026 N-PORT
QVMM · Invesco Exchange-Traded Fund Trust … 0.29% 29,348 SH Aug. 8, 2026 Daily
BSCQ · Invesco Exchange-Traded Self-Indexe… 0.28% 9,744,000 Aug. 8, 2026 Daily
FNX · First Trust Exchange-Traded AlphaDE… 0.27% 91,210 NS April 30, 2026 N-PORT
IJK · iShares Trust 0.27% 680,966 SH Aug. 8, 2026 Daily
IJH · iShares Trust 0.27% 7,731,330 SH Aug. 8, 2026 Daily
PTMC · Pacer Funds Trust 0.27% 26,116 NS April 30, 2026 N-PORT
IJJ · iShares Trust 0.27% 547,317 SH Aug. 8, 2026 Daily
SMLF · iShares Trust 0.26% 254,740 SH Aug. 8, 2026 Daily
DFAT · Dimensional ETF Trust 0.25% 863,302 NS April 30, 2026 N-PORT
IVOO · VANGUARD ADMIRAL FUNDS 0.25% 362,282 SH Aug. 8, 2026 Daily
IVOV · VANGUARD ADMIRAL FUNDS 0.25% 92,346 SH Aug. 8, 2026 Daily
IVOG · VANGUARD ADMIRAL FUNDS 0.25% 114,969 SH Aug. 8, 2026 Daily
BKMC · BNY Mellon ETF Trust 0.23% 35,937 NS April 30, 2026 N-PORT
AVMV · AMERICAN CENTURY ETF TRUST 0.22% 37,358 NS May 31, 2026 N-PORT
DFVE · DoubleLine ETF Trust 0.22% 1,524 NS March 31, 2026 N-PORT
SCHD · SCHWAB STRATEGIC TRUST 0.21% 5,435,310 NS May 31, 2026 N-PORT
SCZ · iShares Trust 0.21% 1,697,638 SH Aug. 8, 2026 Daily
FSMD · FIDELITY COVINGTON TRUST 0.21% 121,602 NS April 30, 2026 N-PORT
JVAL · J.P. Morgan Exchange-Traded Fund Tr… 0.19% 35,382 NS April 30, 2026 N-PORT
JMOM · J.P. Morgan Exchange-Traded Fund Tr… 0.19% 104,499 NS April 30, 2026 N-PORT