Among active 13F managers last quarter, 26 added and 26 reduced; the largest holder to move was Boston Partners (+13%). Over the last 180 days, 3 insiders sold and none bought, a net -$8.8M in open-market trades.
The legs disagree, or only one of them leans.
501 tracked 13F filers disclose a position in RNR as of the latest SEC 13F filings, a combined $10.4B in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 4.2M | $1.3B | ▲+1.4% Added · +58K sh | Q2 2026 | |
| 2 | State Farm Mutual Automobile Insurance Co | 2.4M | $713.1M | —Held | Q1 2026 | |
| 3 | Vanguard Portfolio Management LLC | 2.3M | $713.2M | ▼−1.7% Reduced · −40K sh | Q2 2026 | |
| 4 | Vanguard Capital Management LLC | 1.9M | $611.3M | ▼−1.6% Reduced · −31K sh | Q2 2026 | |
| 5 | Boston Partners | 1.6M | $479.1M | ▲+13% Added · +188K sh | Q1 2026 | |
| 6 | State Street Corp | 1.6M | $510.6M | ▼−2.7% Reduced · −46K sh | Q2 2026 | |
| 7 | Lightrock Netherlands B.V. | 1.3M | Withheld | ▲+14% Added · +163K sh | Q2 2026 | |
| 8 | Dimensional Fund Advisors LP | 1.1M | $322.6M | ▲+5.1% Added · +52K sh | Q1 2026 | |
| 9 | Geode Capital Management, LLC | 1.0M | $318.7M | ▲+6.4% Added · +61K sh | Q2 2026 | |
| 10 | Polar Capital Holdings Plc | 944K | $299.0M | ▼−16% Reduced · −176K sh | Q2 2026 | |
| 11 | FIL Ltd | 922K | $274.1M | ▼−10% Reduced · −106K sh | Q1 2026 | |
| 12 | Cooke & Bieler LP | 842K | $250.4M | ▼−23% Reduced · −254K sh | Q1 2026 | |
| 13 | Price T Rowe Associates Inc | 837K | $265.2M | ▲+4.1% Added · +33K sh | Q2 2026 | |
| 14 | Impax Asset Management Group plc | 615K | $195.0M | ▼−3.5% Reduced · −22K sh | Q2 2026 | |
| 15 | Norges Bank | 600K | $168.6M | ▲+4.4% Added · +25K sh | Q4 2025 | |
| 16 | Bank Of America Corp | 575K | $171.0M | ▼−1.0% Reduced · −6K sh | Q1 2026 | |
| 17 | Orbis Allan Gray Ltd | 542K | $171.9M | ▼−16% Reduced · −106K sh | Q2 2026 | |
| 18 | Earnest Partners LLC | 522K | $165.4M | ▼−1.5% Reduced · −8K sh | Q2 2026 | |
| 19 | AQR Capital Management LLC | 505K | $150.1M | ▼−6.7% Reduced · −36K sh | Q1 2026 | |
| 20 | Northern Trust Corp | 448K | $133.2M | ▼−0.9% Reduced · −4K sh | Q1 2026 | |
| 21 | Bank of New York Mellon Corp | 447K | $133.0M | ▼−0.3% Reduced · −1K sh | Q1 2026 | |
| 22 | Morgan Stanley | 410K | $121.8M | ▼−9.2% Reduced · −41K sh | Q1 2026 | |
| 23 | Jennison Associates LLC | 341K | $101.2M | ▲+41% Added · +98K sh | Q1 2026 | |
| 24 | Robeco Institutional Asset Management B.V. | 306K | $90.9M | ▲+56% Added · +110K sh | Q1 2026 | |
| 25 | Ameriprise Financial Inc | 305K | $90.6M | ▲+2.5% Added · +8K sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership. 2 value rows are withheld because the reported units disagree with same-security peers; share counts are unchanged.
Last quarter, 26 funds added to an existing position in RNR, while 26 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Their position there |
|---|---|---|
| Microsoft CorpMSFT | 290 funds | $275.9B |
| Nvidia CorpNVDA | 288 funds | $425.7B |
| Alphabet Inc-CL AGOOGL | 286 funds | $195.4B |
| JPMorgan Chase & CoJPM | 286 funds | $72.5B |
| Amazon.com IncAMZN | 285 funds | $215.2B |
| Meta Platforms Inc-Class AMETA | 285 funds | $114.0B |
| Apple IncAAPL | 282 funds | $315.0B |
| Visa Inc-Class A SharesV | 281 funds | $61.9B |
| Broadcom IncAVGO | 278 funds | $171.5B |
| Eli Lilly & CoLLY | 276 funds | $89.2B |
| Walmart IncWMT | 275 funds | $40.2B |
| Alphabet Inc-CL CGOOG | 274 funds | $131.3B |
Ranked by how many of RNR's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in RNR.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Sep 3, 2026 | Curtis Ross | EVP,Chief Portfolio Officer | Sell (S) 2 lots, same day | 10K | $3.2M |
| Aug 26, 2026 | Curtis Ross | EVP,Chief Portfolio Officer | Sell (S) | 377 | $126K |
| Aug 24, 2026 | Curtis Ross | EVP,Chief Portfolio Officer | Sell (S) | 5K | $1.6M |
| Aug 17, 2026 | Curtis Ross | EVP,Chief Portfolio Officer | Sell (S) | 5K | $1.6M |
| Jul 28, 2026 | Qutub Robert | EVP, Chief Financial Officer | Sell (S) 3 lots, same day | 5K | $1.7M |
| May 18, 2026 | Sanders Carol P | Director | Sell (S) | 1K | $440K |
| Feb 6, 2026 | Qutub Robert | EVP, Chief Financial Officer | Sell (S) 2 lots, same day | 5K | $1.5M |
| Feb 5, 2026 | Curtis Ross | EVP,Chief Portfolio Officer | Sell (S) | 5K | $1.5M |
| Feb 4, 2026 | Curtis Ross | EVP,Chief Portfolio Officer | Sell (S) 3 lots, same day | 15K | $4.4M |
| Aug 12, 2025 | Bushnell David C | Director | Sell (S) 4 lots, same day | 6K | $1.4M |
| Jul 16, 2025 | Marra David E | EVP,Chief Underwriting Officer | Sell (S) | 1K | $237K |
| May 8, 2025 | Fraser James Christopher | SVP, Chief Accounting Officer | Sell (S) 2 lots, same day | 14K | $3.4M |
One row per insider, day and transaction code; shares and value are summed across the lots. Every lot is on the full insider page and in the filing.
Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.
Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive
| Source | Buying | Selling | Net |
|---|---|---|---|
13F funds Top 100 holders by value, passive included; the hero counts active managers only | 45 | 50 | – |
Insiders Form 4 open-market | 0 | 3 | -$8.8M |
US House STOCK Act trades | 0 | 0 | $0 |
Capital Rotation reports where institutional capital disclosed rotating, as of the latest public SEC 13F filings. It is data, not investment advice, a recommendation, or a prediction. Filings lag about 45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.
Connected entities for RNR
This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/RNR/capital-change-brief"
Use Arkolith's capital_change_brief for RNR. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for RNR. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.