Mount Yale Investment Advisors’s RenaissanceRe RNR Stock Holding History

Mount Yale Investment 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
2025 Q3	–	Sell	-32	Closed	-$7.77K	–	1412
2025 Q2	$7.77K	Buy	+32	New	+$7.76K	﹤0.01%	1172
2018 Q4	–	Sell	-532	Closed	-$69K	–	677
2018 Q3	$69K	Sell	532 -23	-4%	-$2.97K	0.01%	546
2018 Q2	$67K	Buy	555 +42	+8%	+$5.43K	0.01%	575
2018 Q1	$71K	Buy	+513	New	+$66.6K	0.02%	549

Other funds holding RNR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

PCH

Polar Capital Holdings London, United Kingdom $28.2B AUM 115.26% 1-Year Est. Return

AIG

American International Group New York $609M AUM 23.67% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

Mount Yale Investment Advisors's RNR Position: Q3 2025 in Review

Mount Yale Investment Advisors sold out of RenaissanceRe (RNR) in Q3 2025, closing a stake of 32 shares — an estimated $7.77K sold.

Mount Yale Investment Advisors first reported a position in RNR in Q1 2018 and held it in 4 quarters. The position peaked at $71K in Q1 2018. 500 funds tracked by Wall St. Rank hold RNR as of Q3 2025.

Mount Yale Investment Advisors reported no remaining RenaissanceRe position as of Q3 2025 after selling out during the quarter.
Mount Yale Investment Advisors sold 32 RenaissanceRe shares in Q3 2025, an estimated $7.77K.
Mount Yale Investment Advisors first reported a position in RenaissanceRe in Q1 2018 and held it in 4 quarters.
Mount Yale Investment Advisors's RenaissanceRe position peaked at $71K in Q1 2018.
500 funds tracked by Wall St. Rank held RenaissanceRe as of Q3 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.