Davis Selected Advisers’s RenaissanceRe RNR Stock Holding History

Davis Selected Advisers’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
2026 Q2	$74.3M	Sell	234,528 -22,662	-9%	-$6.81M	0.32%	44
2026 Q1	$76.4M	Buy	257,190 +27,451	+12%	+$7.96M	0.35%	44
2025 Q4	$64.6M	Buy	229,739 +86,594	+60%	+$22.8M	0.29%	44
2025 Q3	$36.3M	Buy	143,145 +78	+0.1%	+$18.9K	0.19%	52
2025 Q2	$34.8M	Sell	143,067 -734	-0.5%	-$178K	0.19%	52
2025 Q1	$34.5M	Buy	143,801 +1,488	+1%	+$360K	0.2%	51
2024 Q4	$35.4M	Buy	142,313 +1,099	+0.8%	+$295K	0.21%	51
2024 Q3	$38.5M	Buy	+141,214	New	+$34.1M	0.22%	47

Other funds holding RNR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Davis Selected Advisers's RNR Position: Q2 2026 in Review

Davis Selected Advisers reduced its RenaissanceRe (RNR) stake by 8.8% in Q2 2026, selling an estimated $6.81M and leaving 234,528 shares worth $74.3M. The position accounts for 0.32% of the portfolio, ranked #44.

Davis Selected Advisers first reported a position in RNR in Q3 2024 and has held it in 8 quarters since. The position peaked at $76.4M in Q1 2026. 571 funds tracked by Wall St. Rank hold RNR as of Q2 2026.

Davis Selected Advisers held 234,528 shares of RenaissanceRe worth $74.3M as of Q2 2026.
Davis Selected Advisers sold 22,662 RenaissanceRe shares in Q2 2026, an estimated $6.81M.
RenaissanceRe made up 0.32% of Davis Selected Advisers's portfolio in Q2 2026, its #44 holding.
Davis Selected Advisers first reported a position in RenaissanceRe in Q3 2024 and has held it in 8 quarters since.
Davis Selected Advisers's RenaissanceRe position peaked at $76.4M in Q1 2026.
571 funds tracked by Wall St. Rank held RenaissanceRe as of Q2 2026.

Based on Davis Selected Advisers's 13F filing for Q2 2026, filed 11 Aug 2026.