WR Wealth Planners’s RenaissanceRe RNR Stock Holding History

WR Wealth Planners’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
2024 Q4	$50.8K	Sell	204 -376	-65%	-$101K	0.02%	322
2024 Q3	$158K	Hold	580	–	–	0.04%	215
2024 Q2	$130K	Hold	580	–	–	0.04%	220
2024 Q1	$136K	Buy	+580	New	+$129K	0.04%	219
2023 Q4	–	Sell	-580	Closed	-$115K	–	710
2023 Q3	$115K	Hold	580	–	–	0.04%	219
2023 Q2	$108K	Hold	580	–	–	0.04%	232
2023 Q1	$116K	Buy	+580	New	+$117K	0.05%	223

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

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

OAG

Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

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

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

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

WR Wealth Planners's RNR Position: Q4 2024 in Review

WR Wealth Planners reduced its RenaissanceRe (RNR) stake by 65% in Q4 2024, selling an estimated $101K and leaving 204 shares worth $50.8K. The position accounts for 0.02% of the portfolio, ranked #322.

WR Wealth Planners first reported a position in RNR in Q1 2023 and has held it in 7 quarters since. The position peaked at $158K in Q3 2024. 472 funds tracked by Wall St. Rank hold RNR as of Q4 2024.

WR Wealth Planners held 204 shares of RenaissanceRe worth $50.8K as of Q4 2024.
WR Wealth Planners sold 376 RenaissanceRe shares in Q4 2024, an estimated $101K.
RenaissanceRe made up 0.02% of WR Wealth Planners's portfolio in Q4 2024, its #322 holding.
WR Wealth Planners first reported a position in RenaissanceRe in Q1 2023 and has held it in 7 quarters since.
WR Wealth Planners's RenaissanceRe position peaked at $158K in Q3 2024.
472 funds tracked by Wall St. Rank held RenaissanceRe as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.