Heartland Opportunistic Value Equity Strategy’s Investment Journey with Old Republic International (ORI)

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Soumya Eswaran

Wed, March 25, 2026 astatine 8:40 AM CDT 3 min read

Heartland Advisors, an concern absorption company, released its “Heartland Opportunistic Value Equity Strategy” fourth-quarter 2025 capitalist letter. A transcript of the missive tin beryllium downloaded here. Large- and mega-cap stocks posted different 4th of outperformance successful Q4, contempt a little broad-based show crossed marketplace caps. The Russell 2000® Index of tiny stocks returned 2.19% successful the quarter, lagging the 2.66% summation for the S&P 500. The marketplace remains uncertain connected the definitive semipermanent winners from the proliferation of AI. To navigate economical uncertainty, the strategy adheres to its 10 Principles of Value Investing by focusing connected attractively priced, financially sound, and well-managed businesses that tin turn intrinsic value. The Strategy returned 0.79% during the quarter, trailing the Russell 3000® Value Index’s 3.78% return. The Strategy remains optimistic astir the market's enlargement and opportunities for growth. However, the caller volatility successful AI trends highlights the request to measure aggregate outcomes. Please reappraisal the Strategy’s apical 5 holdings to summation insights into their cardinal selections for 2025.

In its fourth-quarter 2025 capitalist letter, Heartland Opportunistic Value Equity Strategy highlighted stocks similar Old Republic International Corporation (NYSE:ORI). Old Republic International Corporation (NYSE:ORI) is simply a starring specialty spot & casualty commercialized security underwriter. On March 24, 2026, Old Republic International Corporation (NYSE:ORI) banal closed astatine $39.21 per share. One-month instrumentality of Old Republic International Corporation (NYSE:ORI) was -7.37%, and its shares gained 1.42% implicit the past 52 weeks. Old Republic International Corporation (NYSE:ORI) has a marketplace capitalization of $9.633 billion.

Heartland Opportunistic Value Equity Strategy stated the pursuing regarding Old Republic International Corporation (NYSE:ORI) successful its 4th fourth 2025 capitalist letter:

"One profitable institution whose shares we’ve held for years, and that demonstrates wherefore a absorption connected shareholder worth instauration matters successful the agelong run, is Old Republic International Corporation (NYSE:ORI), a specialty spot & casualty commercialized security underwriter.

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