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CAPTRUST FINANCIAL ADVISORS: ORI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CAPTRUST FINANCIAL ADVISORS on ORI, newest first. How the timeline and the estimate are built.

CAPTRUST FINANCIAL ADVISORS held 2,758,825 ORI shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,758,825 shares
    Change vs previous 13F -70,608 shares

    0.17% of the 13F portfolio, value $112,891,135.

    13F-HR 0001062993-26-004295 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 2,829,433 shares
    Change vs previous 13F -426,729 shares

    0.2% of the 13F portfolio, value $112,894,615.

    13F-HR 0001062993-26-002655 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 3,256,162 shares
    Change vs previous 13F +58,624 shares

    0.28% of the 13F portfolio, value $148,611,251.

    13F-HR 0001062993-26-000955 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 3,197,538 shares
    Change vs previous 13F +1,582,895 shares

    0.28% of the 13F portfolio, value $135,799,455.

    13F-HR 0001062993-25-016947 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 1,614,643 shares
    Change vs previous 13F +69,750 shares

    0.14% of the 13F portfolio, value $62,066,859.

    13F-HR 0001062993-25-014473 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 1,544,893 shares
    Change vs previous 13F +1,466,393 shares

    0.15% of the 13F portfolio, value $60,590,709.

    13F-HR 0001062993-25-009406 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 78,500 shares
    Change vs previous 13F +2,995 shares

    0.01% of the 13F portfolio, value $2,840,918.

    13F-HR 0001062993-25-002458 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 75,505 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,674,374.

    13F-HR 0001062993-24-019125 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).