Evercore Wealth Management’s RenaissanceRe RNR Stock Holding History

Evercore Wealth 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	$648K	Hold	2,044	–	–	0.01%	261
2026 Q1	$608K	Hold	2,044	–	–	0.01%	258
2025 Q4	$575K	Sell	2,044 -23	-1%	-$6.05K	0.01%	272
2025 Q3	$525K	Hold	2,067	–	–	0.01%	285
2025 Q2	$502K	Hold	2,067	–	–	0.01%	279
2025 Q1	$496K	Hold	2,067	–	–	0.01%	277
2024 Q4	$514K	Sell	2,067 -3	-0.1%	-$806	0.01%	269
2024 Q3	$564K	Sell	2,070 -165	-7%	-$39.8K	0.01%	262
2024 Q2	$500K	Hold	2,235	–	–	0.01%	277
2024 Q1	$525K	Hold	2,235	–	–	0.01%	277
2023 Q4	$438K	Hold	2,235	–	–	0.01%	295
2023 Q3	$442K	Hold	2,235	–	–	0.01%	286
2023 Q2	$417K	Buy	+2,235	New	+$445K	0.01%	296
2022 Q1	–	Sell	-1,196	Closed	-$203K	–	444
2021 Q4	$203K	Buy	+1,196	New	+$187K	﹤0.01%	411
2021 Q3	–	Sell	-1,628	Closed	-$242K	–	428
2021 Q2	$242K	Sell	1,628 -378	-19%	-$60.1K	﹤0.01%	398
2021 Q1	$321K	Hold	2,006	–	–	0.01%	352
2020 Q4	$333K	Sell	2,006 -315	-14%	-$53.5K	0.01%	344
2020 Q3	$394K	Buy	2,321 +9	+0.4%	+$1.59K	0.01%	286
2020 Q2	$395K	Hold	2,312	–	–	0.01%	284
2020 Q1	$345K	Sell	2,312 -170	-7%	-$30.2K	0.01%	277
2019 Q4	$487K	Sell	2,482 -3	-0.1%	-$568	0.01%	281
2019 Q3	$481K	Sell	2,485 -210	-8%	-$39.1K	0.01%	276
2019 Q2	$480K	Buy	2,695 +180	+7%	+$29.6K	0.01%	281
2019 Q1	$361K	Sell	2,515 -97	-4%	-$13.6K	0.01%	309
2018 Q4	$349K	Sell	2,612 -900	-26%	-$118K	0.01%	283
2018 Q3	$469K	Sell	3,512 -1,352	-28%	-$175K	0.02%	279
2018 Q2	$585K	Hold	4,864	–	–	0.02%	254
2018 Q1	$674K	Hold	4,864	–	–	0.03%	215
2017 Q4	$611K	Hold	4,864	–	–	0.02%	233
2017 Q3	$657K	Hold	4,864	–	–	0.03%	222
2017 Q2	$676K	Hold	4,864	–	–	0.03%	220
2017 Q1	$704K	Hold	4,864	–	–	0.03%	218
2016 Q4	$663K	Sell	4,864 -216	-4%	-$27.7K	0.03%	227
2016 Q3	$610K	Sell	5,080 -400	-7%	-$47.2K	0.03%	226
2016 Q2	$644K	Buy	5,480 +504	+10%	+$57.8K	0.03%	216
2016 Q1	$596K	Hold	4,976	–	–	0.03%	215
2015 Q4	$563K	Buy	4,976 +1,000	+25%	+$111K	0.03%	239
2015 Q3	$423K	Hold	3,976	–	–	0.02%	275
2015 Q2	$403K	Hold	3,976	–	–	0.02%	300
2015 Q1	$398K	Sell	3,976 -19	-0.5%	-$1.9K	0.02%	309
2014 Q4	$388K	Buy	3,995 +19	+0.5%	+$1.89K	0.02%	280
2014 Q3	$398K	Hold	3,976	–	–	0.02%	297
2014 Q2	$425K	Hold	3,976	–	–	0.02%	291
2014 Q1	$388K	Hold	3,976	–	–	0.02%	290
2013 Q4	$387K	Hold	3,976	–	–	0.02%	292
2013 Q3	$359K	Hold	3,976	–	–	0.02%	321
2013 Q2	$346K	Buy	+3,976	New	+$352K	0.02%	333

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

Evercore Wealth Management's RNR Position: Q2 2026 in Review

Evercore Wealth Management held its RenaissanceRe (RNR) position steady in Q2 2026 at 2,044 shares worth $648K. The position accounts for 0.01% of the portfolio, ranked #261.

Evercore Wealth Management first reported a position in RNR in Q2 2013 and has held it in 47 quarters since. The position peaked at $704K in Q1 2017. 571 funds tracked by Wall St. Rank hold RNR as of Q2 2026.

Evercore Wealth Management held 2,044 shares of RenaissanceRe worth $648K as of Q2 2026.
Evercore Wealth Management left its RenaissanceRe share count unchanged in Q2 2026.
RenaissanceRe made up 0.01% of Evercore Wealth Management's portfolio in Q2 2026, its #261 holding.
Evercore Wealth Management first reported a position in RenaissanceRe in Q2 2013 and has held it in 47 quarters since.
Evercore Wealth Management's RenaissanceRe position peaked at $704K in Q1 2017.
571 funds tracked by Wall St. Rank held RenaissanceRe as of Q2 2026.

Based on Evercore Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.