BRWA
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B. Riley Wealth Advisors’s RenaissanceRe RNR Stock Holding History

B. Riley Wealth Advisors’s Portfolio RNR Stock Details RNR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-1,308
Closed -$262K – 1626
2023
Q1 		$262K Buy
+1,308
New +$263K 0.01% 1138
2022
Q1 		– Sell
-1,467
Closed -$249K – 1483
2021
Q4 		$249K Buy
+1,467
New +$230K 0.01% 1163
2020
Q3 		– Sell
-1,239
Closed -$212K – 976
2020
Q2 		$212K Buy
+1,239
New +$203K 0.01% 758
2020
Q1 		– Sell
-1,216
Closed -$239K – 880
2019
Q4 		$239K Buy
+1,216
New +$230K 0.02% 696
2015
Q1 		– Sell
-124
Closed -$12 – 1679
2014
Q4 		$12 Buy
+124
New +$12.3K ﹤0.01% 2784
2014
Q3 		– Sell
-110
Closed -$11.8K – 1627
2014
Q2 		$11.8K Buy
+110
New +$11.3K ﹤0.01% 1714

Other funds holding RNR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $9.01B AUM 30.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return