Delphi Management’s RenaissanceRe RNR Stock Holding History

Delphi Management’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	$1.47M	Buy	4,633 +470	+11%	+$141K	1.44%	18
2026 Q1	$1.24M	Sell	4,163 -1,064	-20%	-$309K	1.48%	18
2025 Q4	$1.47M	Sell	5,227 -58	-1%	-$15.3K	1.43%	35
2025 Q3	$1.34M	Buy	5,285 +109	+2%	+$26.4K	1.24%	50
2025 Q2	$1.26M	Sell	5,176 -455	-8%	-$110K	1.21%	54
2025 Q1	$1.35M	Sell	5,631 -181	-3%	-$43.8K	1.38%	30
2024 Q4	$1.45M	Sell	5,812 -212	-4%	-$56.9K	1.4%	34
2024 Q3	$1.64M	Sell	6,024 -1,488	-20%	-$359K	1.49%	9
2024 Q2	$1.68M	Buy	7,512 +161	+2%	+$36.1K	1.37%	36
2024 Q1	$1.73M	Buy	+7,351	New	+$1.63M	1.34%	37

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

Delphi Management's RNR Position: Q2 2026 in Review

Delphi Management increased its RenaissanceRe (RNR) stake by 11% in Q2 2026, buying an estimated $141K and bringing the position to 4,633 shares worth $1.47M. The position accounts for 1.44% of the portfolio, ranked #18.

Delphi Management first reported a position in RNR in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.73M in Q1 2024. 571 funds tracked by Wall St. Rank hold RNR as of Q2 2026.

Delphi Management held 4,633 shares of RenaissanceRe worth $1.47M as of Q2 2026.
Delphi Management bought 470 RenaissanceRe shares in Q2 2026, an estimated $141K.
RenaissanceRe made up 1.44% of Delphi Management's portfolio in Q2 2026, its #18 holding.
Delphi Management first reported a position in RenaissanceRe in Q1 2024 and has held it in 10 quarters since.
Delphi Management's RenaissanceRe position peaked at $1.73M in Q1 2024.
571 funds tracked by Wall St. Rank held RenaissanceRe as of Q2 2026.

Based on Delphi Management's 13F filing for Q2 2026, filed 31 Jul 2026.