Forum Financial Management’s RenaissanceRe RNR Stock Holding History

Forum Financial 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 Q1	–	Sell	-1,451	Closed	-$408K	–	851
2025 Q4	$408K	Hold	1,451	–	–	0.01%	589
2025 Q3	$368K	Buy	1,451 +1	+0.1%	+$242	0.01%	620
2025 Q2	$352K	Buy	1,450 +57	+4%	+$13.8K	0.01%	573
2025 Q1	$334K	Buy	1,393 +1	+0.1%	+$242	0.01%	544
2024 Q4	$346K	Buy	1,392 +400	+40%	+$107K	0.01%	531
2024 Q3	$270K	Buy	992 +1	+0.1%	+$241	﹤0.01%	568
2024 Q2	$221K	Buy	991 +2	+0.2%	+$448	﹤0.01%	624
2024 Q1	$232K	Buy	+989	New	+$219K	﹤0.01%	631

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

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

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

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

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

PCH

Polar Capital Holdings London, United Kingdom $42.4B AUM 181.11% 1-Year Est. Return

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

Forum Financial Management's RNR Position: Q1 2026 in Review

Forum Financial Management sold out of RenaissanceRe (RNR) in Q1 2026, closing a stake of 1,451 shares — an estimated $408K sold.

Forum Financial Management first reported a position in RNR in Q1 2024 and held it in 8 quarters. The position peaked at $408K in Q4 2025. 561 funds tracked by Wall St. Rank hold RNR as of Q1 2026.

Forum Financial Management reported no remaining RenaissanceRe position as of Q1 2026 after selling out during the quarter.
Forum Financial Management sold 1,451 RenaissanceRe shares in Q1 2026, an estimated $408K.
Forum Financial Management first reported a position in RenaissanceRe in Q1 2024 and held it in 8 quarters.
Forum Financial Management's RenaissanceRe position peaked at $408K in Q4 2025.
561 funds tracked by Wall St. Rank held RenaissanceRe as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.