Old Republic International Corp.

In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 29, 2025), Old Republic International Corp. reported 57 stock positions worth $2.6 billion. Its top holding was Procter & Gamble (PG) at 3.4% of the portfolio, followed by Exxon Mobil (XOM, 3.3%) and Chevron (CVX, 3.2%). Compared with Q4 2024, it opened 2 new positions, added to 23 and reduced 7. The biggest buy was a new position in Firstenergy (FE) and the biggest sale Hubbell (HUBB, shares −14%).

Most Recent 13F
Q2 2026
Location
CHICAGO, IL
CIK
0000074260
Portfolio Value
$2.6B (Q1 2025)
SEC Filing
0000074260-25-000094 ↗ filed Apr 29, 2025

Holdings Value

0$1.0B$2.0B$3.0B Q1 2024: $2.5B Q1 2024 Q2 2024: $2.5B Q2 2024 Q3 2024: $2.7B Q3 2024 Q4 2024: $2.5B Q4 2024 Q1 2025: $2.6B $2.6B Q1 2025 Q2 2025: $2.6B Q2 2025 Q3 2025: $2.7B Q3 2025 Q4 2025: $2.5B Q4 2025 Q1 2026: $2.5B Q1 2026 Q2 2026: $2.7B Q2 2026

Holdings 57 stocks · $2.6B
PG The Procter & Gamble Co. 3.38% 510,800 $87.1M Add +0.4%
XOM Exxon Mobil Corp. 3.35% 725,000 $86.2M No change
CVX Chevron Corp. 3.16% 486,300 $81.4M Add +0.6%
KO The Coca-Cola Co. 2.91% 1,047,300 $75.0M Add +0.5%
CSCO Cisco Systems Inc. 2.90% 1,208,600 $74.6M No change
SO The Southern Co. 2.75% 771,000 $70.9M Add +0.7%
CMI Cummins Inc. 2.67% 219,500 $68.8M No change
QCOM Qualcomm Inc. 2.64% 441,800 $67.9M No change
AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO 2.56% 190,800 $65.9M No change
PAYX Paychex Inc. 2.54% 423,100 $65.3M Reduce -1.3%
TXN Texas Instruments Inc. 2.52% 360,500 $64.8M No change
MCD McDonald's Corp. 2.38% 196,150 $61.3M Add +1.6%
DUK Duke Energy Corp. 2.33% 492,231 $60.0M Reduce -12.2%
ETN Eaton Corp. PLC 2.29% 217,000 $59.0M No change
CINF Cincinnati Financial Corp. 2.29% 399,100 $59.0M Add +1.0%
PEP Pepsico Inc. 2.27% 389,800 $58.4M Add +0.8%
CAT Caterpillar Inc. 2.27% 177,000 $58.4M No change
EVRG Evergy Inc. 2.24% 836,046 $57.6M Add +0.7%
CAH Cardinal Health Inc. 2.19% 410,000 $56.5M Reduce -12.9%
EMR Emerson Electric Co. 2.18% 511,100 $56.0M Add +1.1%
JNJ Johnson & Johnson 2.15% 333,000 $55.2M Add +1.2%
KMB Kimberly-Clark Corp. 2.14% 387,500 $55.1M Add +1.1%
MRK Merck & Co. Inc. 2.14% 613,600 $55.1M Add +0.9%
SYY Sysco Corp. 1.81% 620,200 $46.5M Reduce -21.0%
UPS United Parcel Service Class B 1.76% 411,400 $45.3M Add +12.5%
LMT Lockheed Martin Corp. 1.75% 100,800 $45.0M No change
GWW WW Grainger Inc. filed as GRAINGER W W INC 1.75% 45,500 $44.9M Reduce -25.4%
K Kellanova 1.74% 541,500 $44.7M Add +0.7%
MSM MSC Industrial Direct Co. Class A 1.71% 565,200 $43.9M No change
ES Eversource Energy 1.70% 703,933 $43.7M Add +9.3%
HUBB Hubbell Inc. 1.63% 127,000 $42.0M Reduce -14.2%
PFE Pfizer Inc. 1.60% 1,623,700 $41.1M Add +0.6%
AEP American Electric Power 1.57% 369,300 $40.4M Add +0.8%
ITW Illinois Tool Works 1.54% 160,000 $39.7M Reduce -19.4%
OGE Oge Energy Corp. 1.54% 862,500 $39.6M No change
VLO Valero Energy Corp. 1.46% 284,500 $37.6M No change
BMY Bristol-Myers Squibb Co. 1.44% 608,750 $37.1M No change
XEL Xcel Energy Inc. 1.44% 522,200 $37.0M Add +1.3%
WEC WEC Energy Group Inc. 1.42% 336,279 $36.6M Add +1.2%
PSX Phillips 66 1.35% 280,600 $34.6M No change
GPC Genuine Parts Co. 1.32% 285,500 $34.0M No change
SR Spire Inc. 1.32% 433,500 $33.9M Add +1.1%
PEG Public Service Enterprise GP 1.25% 392,500 $32.3M No change
EMN Eastman Chemical Co. 1.12% 326,500 $28.8M No change
POR Portland General Electric Co. 1.07% 620,000 $27.7M Add +20.4%
SON Sonoco Products Co. 1.06% 580,200 $27.4M No change
BKH Black Hills Corp. 0.98% 416,000 $25.2M Add +0.5%
ALE Allete Inc. 0.98% 383,100 $25.2M No change
AVA Avista Corp. 0.97% 597,500 $25.0M No change
DOW Dow Inc. 0.88% 646,000 $22.6M No change
FE Firstenergy Corp. 0.82% 521,500 $21.1M New
USB US Bancorp 0.79% 480,000 $20.3M No change
GIS General Mills Inc. 0.67% 289,200 $17.3M Add +2.0%
NTRS Northern Trust Corp. 0.61% 160,500 $15.8M No change
TROW T Rowe Price Group Inc. filed as PRICE T ROWE GROUP INC 0.39% 110,000 $10.1M No change
DGICA Donegal Group Inc. Class A 0.32% 425,500 $8.4M No change
NWN Northwest Natural Holding Co. 0.01% 4,700 $201K New

Portfolio Sells Q4 2024 → Q1 2025
HUBB Hubbell Inc. Reduce -14.2% 1.63% −0.81
GWW WW Grainger Inc. Reduce -25.4% 1.75% −0.79
SYY Sysco Corp. Reduce -21.0% 1.81% −0.56
ITW Illinois Tool Works Reduce -19.4% 1.54% −0.44
DUK Duke Energy Corp. Reduce -12.2% 2.33% −0.05
CAH Cardinal Health Inc. Reduce -12.9% 2.19% −0.00
PAYX Paychex Inc. Reduce -1.3% 2.54% +0.17

Portfolio Buys Q4 2024 → Q1 2025
FE Firstenergy Corp. New 0.82% +0.82
CVX Chevron Corp. Add +0.6% 3.16% +0.40
KO The Coca-Cola Co. Add +0.5% 2.91% +0.36
JNJ Johnson & Johnson Add +1.2% 2.15% +0.27
SO The Southern Co. Add +0.7% 2.75% +0.27
ES Eversource Energy Add +9.3% 1.70% +0.24
AEP American Electric Power Add +0.8% 1.57% +0.24
EVRG Evergy Inc. Add +0.7% 2.24% +0.23
WEC WEC Energy Group Inc. Add +1.2% 1.42% +0.19
POR Portland General Electric Co. Add +20.4% 1.07% +0.19
MCD McDonald's Corp. Add +1.6% 2.38% +0.18
SR Spire Inc. Add +1.1% 1.32% +0.17
KMB Kimberly-Clark Corp. Add +1.1% 2.14% +0.16
XEL Xcel Energy Inc. Add +1.3% 1.44% +0.06
CINF Cincinnati Financial Corp. Add +1.0% 2.29% +0.05
BKH Black Hills Corp. Add +0.5% 0.98% +0.03
PG The Procter & Gamble Co. Add +0.4% 3.38% +0.02
K Kellanova Add +0.7% 1.74% +0.02
NWN Northwest Natural Holding Co. New 0.01% +0.01
GIS General Mills Inc. Add +2.0% 0.67% −0.04
PEP Pepsico Inc. Add +0.8% 2.27% −0.05
UPS United Parcel Service Class B Add +12.5% 1.76% −0.06
PFE Pfizer Inc. Add +0.6% 1.60% −0.09
MRK Merck & Co. Inc. Add +0.9% 2.14% −0.24
EMR Emerson Electric Co. Add +1.1% 2.18% −0.29

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 54$2.7BMRK, CAT, ETN, CMI, KO
Q1 2026 53$2.5BMRK, XOM, CVX, KO, JNJ
Q4 2025 54$2.5BXOM, QCOM, MRK, CVX, KO
Q3 2025 56$2.7BCMI, CAT, CSCO, XOM, ETN
Q2 2025 55$2.6BCSCO, PG, XOM, ETN, TXN
Q1 2025 57$2.6BPG, XOM, CVX, KO, CSCO
Q4 2024 55$2.5BPG, XOM, CMI, ETN, CSCO
Q3 2024 54$2.7BPG, XOM, QCOM, KO, TXN
Q2 2024 54$2.5BQCOM, PG, XOM, CVX, MRK
Q1 2024 54$2.5BXOM, PG, MRK, CVX, QCOM