OLD REPUBLIC INTERNATIONAL CORP

Holdings as of 2026-06-30, filed 2026-07-06

This is history, not a current position. These holdings describe 2026-06-30, and the report became public 6 days later. The portfolio has changed since.

Aggregates

computed from the positions below
Positions reported
54
Value reported by manager
$2.7M
Sum of our stored positions
$2.7M
should match the line above
Disclosure lag
6 d
quarter end to filing
Top 5 concentration
16.2%
of the positions shown
New positions
0
vs previous quarter
Exited
0
vs previous quarter
Option positions
0
puts and calls

Positions

54 largest shown
IssuerClassValueSharesTypeCUSIP
MERCK & COCommon$90.7K705,60058933Y105
CATERPILLARCommon$90.6K85,500149123101
EATONCommon$85.9K201,650G29183103
CUMMINSCommon$85.1K119,250231021106
COCA-COLACommon$80.7K991,300191216100
JOHNSON & JOHNSONCommon$78K307,000478160104
CISCO SYSTEMSCommon$75K638,70017275R102
PROCTER & GAMBLECommon$73.7K501,800742718109
EMERSON ELECTRICCommon$71.4K499,100291011104
TEXAS INSTRUMENTSCommon$70.2K236,120882508104
CINCINNATI FINANCIALCommon$68.3K368,900172062101
EXXON MOBILCommon$68.3K499,80030231G102
SOUTHERNCommon$68.1K711,900842587107
QUALCOMMCommon$67.6K364,700747525103
CHEVRONCommon$66.5K400,700166764100
PEPSICOCommon$62.4K460,250713448108
WW GRAINGERCommon$60.5K44,500384802104
HUBBELLCommon$59.8K114,500443510607
WEC ENERGY GROUPCommon$55.7K477,17992939U106
EVERGYCommon$54.3K627,56130034W106
MCDONALD'SCommon$53K196,150580135101
XCEL ENERGYCommon$51.5K641,40098389B100
SYSCOCommon$51.2K613,200871829107
EVERSOURCE ENERGYCommon$50.9K703,93330040W108
AMERICAN ELECTRIC POWERCommon$50.2K367,100025537101
VALERO ENERGYCommon$50.2K192,80091913Y100
MSC INDUSTRIAL CL ACommon$49K412,400553530106
DUKE ENERGYCommon$48.5K383,19626441C204
PFIZERCommon$47.3K1,963,700717081103
UNITED PARCEL SERVICE CL BCommon$44.2K411,400911312106
ARTHUR J GALLAGHERCommon$43.8K190,800363576109
KIMBERLY CLARKCommon$42.5K387,500494368103
CARDINAL HEALTHCommon$42K177,00014149Y108
OGE ENERGYCommon$42K862,500670837103
PAYCHEXCommon$41.6K423,100704326107
PORTLAND GENERAL ELECTRICCommon$36.3K700,600736508847
BRISTOL MYERS SQUIBBCommon$35.8K620,450110122108
GENUINE PARTSCommon$34.4K292,100372460105
SPIRECommon$33.9K433,50084857L101
MCCORMICKCommon$31.9K632,400579780206
PUBLIC SERVICE ENTERPRISE GROUPCommon$31.9K392,500744573106
BLACK HILLSCommon$31K416,000092113109
FIRSTENERGYCommon$30.1K631,500337932107
BROWN FORMAN CL BCommon$29.5K1,103,400115637209
ILLINOIS TOOLCommon$29.3K108,500452308109
US BANCORPCommon$29K479,400902973304
PHILLIPS 66Common$28.8K170,100718546104
CONSTELLATION BRANDS CL ACommon$26.9K193,50021036P108
EASTMAN CHEMICALCommon$26K387,500277432100
AVISTACommon$24.5K597,50005379B107
MONDELEZ INTERNATIONAL CL ACommon$24K414,100609207105
LOCKHEED MARTINCommon$23.8K46,800539830109
HOME DEPOTCommon$11.6K33,000437076102
DONEGAL GROUP CL ACommon$8K425,500257701201
Values are shown exactly as filed. Before 2023 managers reported in thousands of dollars and afterwards in whole dollars; the reporting unit is not always determinable from the document, so nothing is converted automatically.

Source: U.S. Securities and Exchange Commission, Form 13F · as of 2026-07-06

OLD REPUBLIC INTERNATIONAL CORP — 54 positions reported for 2026Q2 — Tapewire