Follow-The-Filings

Portfolio changes

Activity

Moves in RNR across featured managers.

ticker RNR holders clear

3 managers with a move of ~140 featured filed through 21 Jul 3 shown

moves

3 shown

ticker action manager Δ port detail period
21 Jul 1
RNR Exit John Armitage - Egerton Capital (UK) −1.05 pp was 1.1% Q1→Q2
14 May 1
RNR Add Sarah Ketterer - Causeway Capital Management 0.00 pp +39.6% sh 2025Q4→2026Q1
7 May 1
RNR Add Christopher Davis - Davis Selected Advisers +0.06 pp +11.9% sh 2025Q4→2026Q1

As-filed 13F long equity only (options excluded). Managers · Home.