Impax Asset Management Group’s RenaissanceRe RNR Stock Holding History

Impax Asset Management Group’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
2026 Q1	$190M	Sell	637,714 -332,154	-34%	-$96.3M	1.32%	21
2025 Q4	$273M	Sell	969,868 -250,556	-21%	-$65.9M	1.71%	15
2025 Q3	$310M	Buy	1,220,424 +386	+0%	+$93.5K	1.81%	13
2025 Q2	$295M	Buy	1,220,038 +122,732	+11%	+$29.7M	1.7%	14
2025 Q1	$263M	Sell	1,097,306 -782,860	-42%	-$189M	1.58%	16
2024 Q4	$467M	Buy	1,880,166 +182,530	+11%	+$49M	2.11%	7
2024 Q3	$462M	Buy	1,697,636 +415,366	+32%	+$100M	1.82%	11
2024 Q2	$286M	Buy	1,282,270 +91,425	+8%	+$20.5M	1.16%	28
2024 Q1	$279M	Buy	+1,190,845	New	+$264M	1.07%	30
2019 Q2	–	Sell	-20,034	Closed	-$2.88M	–	288
2019 Q1	$2.88M	Buy	20,034 +10,000	+100%	+$1.4M	0.04%	188
2018 Q4	$1.34M	Hold	10,034	–	–	0.02%	198
2018 Q3	$1.34M	Buy	+10,034	New	+$1.3M	0.02%	206

Other funds holding RNR

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

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

PCH

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Impax Asset Management Group's RNR Position: Q1 2026 in Review

Impax Asset Management Group reduced its RenaissanceRe (RNR) stake by 34% in Q1 2026, selling an estimated $96.3M and leaving 637,714 shares worth $190M. The position accounts for 1.32% of the portfolio, ranked #21.

Impax Asset Management Group first reported a position in RNR in Q3 2018 and has held it in 12 quarters since. The position peaked at $467M in Q4 2024. 556 funds tracked by Wall St. Rank hold RNR as of Q1 2026.

Impax Asset Management Group held 637,714 shares of RenaissanceRe worth $190M as of Q1 2026.
Impax Asset Management Group sold 332,154 RenaissanceRe shares in Q1 2026, an estimated $96.3M.
RenaissanceRe made up 1.32% of Impax Asset Management Group's portfolio in Q1 2026, its #21 holding.
Impax Asset Management Group first reported a position in RenaissanceRe in Q3 2018 and has held it in 12 quarters since.
Impax Asset Management Group's RenaissanceRe position peaked at $467M in Q4 2024.
556 funds tracked by Wall St. Rank held RenaissanceRe as of Q1 2026.

Based on Impax Asset Management Group's 13F filing for Q1 2026, filed 12 May 2026.