Christopher Davis - Davis Selected Advisers
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    112
Portfolio value:    $21,781,443,023
Holdings Activity Buys Sells    History
Holding/activity history for  RenaissanceRe Holdings Ltd. (RNR)
← All RNR superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 257,190 0.35 Add 11.95% 0.04 $268.46–315.88 · VW $292.69i $76,444,584 SEC
2025   Q4 229,739 0.29 Add 60.49% 0.11 $231.17–285.26 · VW $262.39i $64,593,417 SEC
2025   Q3 143,145 0.19 Add 0.05% <0.01 $231.40–254.41 · VW $244.21i $36,348,810 SEC
2025   Q2 143,067 0.19 Reduce 0.51% <0.01 $219.00–254.09 · VW $242.05i $34,750,974 SEC
2025   Q1 143,801 0.20 Add 1.05% <0.01 $224.88–263.45 · VW $239.77i $34,512,240 SEC
2024   Q4 142,313 0.21 Add 0.78% <0.01 $241.55–300.00 · VW $268.95i $35,408,898 SEC
2024   Q3 141,214 0.22 Buy 0.22 $208.98–272.73 · VW $244.02i $38,466,694 SEC
2010   Q4 0 0.00 Sell 100.00% <0.01 $58.93–64.50 · VW $61.34i SEC
2010   Q3 34,235 <0.01 Reduce 15.20% <0.01 $54.69–60.30 · VW $57.54i $2,053,000 SEC
2010   Q2 40,373 <0.01 Reduce 9.30% $52.19–59.28 · VW $55.72i $2,272,000 SEC
2010   Q1 44,512 0.00 Reduce 22.96% <0.01 $50.81–57.36 · VW $54.68i $2,527,000 SEC
2009   Q4 57,779 <0.01 Reduce 27.59% <0.01 $50.46–57.37 · VW $53.45i $3,071,000 SEC
2009   Q3 79,789 0.01 Reduce 6.33% <0.01 $45.60–56.17 · VW $52.00i $4,369,000 SEC
2009   Q2 85,181 0.01 Reduce 8.25% <0.01 $43.10–52.65 · VW $47.69i $3,964,000 SEC
2009   Q1 92,839 0.02 Reduce 26.67% <0.01 $39.37–52.24 · VW $46.13i $4,514,000 SEC
2008   Q4 126,598 0.02 Reduce 16.52% <0.01 $31.50–52.25 · VW $45.51i $6,482,000 SEC
2008   Q3 151,659 0.02 Reduce 39.46% <0.01 $43.92–56.95 · VW $50.57i $7,886,000 SEC
2008   Q2 250,514 0.02 Reduce 37.40% 0.01 $44.59–55.40 · VW $50.85i $11,190,000 SEC
2008   Q1 400,193 0.04 Reduce 3.13% <0.01 $49.54–60.34 · VW $55.09i $20,774,000 SEC
2007   Q4 413,133 0.04 Add 1.69% <0.01 $55.02–66.75 · VW $59.75i $24,887,000 SEC
2007   Q3 406,259 0.02 Add 5.79% <0.01 $52.58–66.53 · VW $58.72i $12,494,000 SEC
2007   Q2 384,020 0.04 Add 18.78% <0.01 $49.52–62.39 · VW $57.55i $23,805,000 SEC
2007   Q1 323,290 0.03 Add 51.00% <0.01 $49.35–60.69 · VW $53.21i $16,210,000 SEC
2006   Q4 214,097 0.02 Add 45.78% <0.01 $53.95–61.14 · VW $57.27i $12,846,000 SEC
2006   Q3 146,868 0.02 Buy 0.02 $46.56–56.30 · VW $51.38i $8,166,000 SEC
Price snapshot:
Current price$320.66
Avg. buy price$277.71
+/- since buy15.47%
52-week low$230.39
52-week high$329.57