John Armitage’s RenaissanceRe RNR Stock Holding History

John Armitage’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 Q2	–	Sell	-317,308	Closed	-$94.3M	–	29
2026 Q1	$94.3M	Sell	317,308 -173,318	-35%	-$50.3M	1.05%	22
2025 Q4	$138M	Buy	+490,626	New	+$129M	1.5%	20
2025 Q1	–	Sell	-1,294,662	Closed	-$322M	–	32
2024 Q4	$322M	Sell	1,294,662 -599,750	-32%	-$161M	3.73%	13
2024 Q3	$516M	Buy	1,894,412 +34,486	+2%	+$8.32M	5.21%	8
2024 Q2	$416M	Buy	1,859,926 +1,102	+0.1%	+$247K	4.2%	11
2024 Q1	$437M	Buy	1,858,824 +217,284	+13%	+$48.2M	4.22%	11
2023 Q4	$322M	Buy	1,641,540 +235,337	+17%	+$48.9M	3.49%	12
2023 Q3	$278M	Buy	1,406,203 +78,606	+6%	+$15.1M	3.23%	14
2023 Q2	$248M	Buy	1,327,597 +704,445	+113%	+$140M	2.55%	18
2023 Q1	$125M	Buy	+623,152	New	+$125M	1.35%	22

Other funds holding RNR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

John Armitage's RNR Position: Q2 2026 in Review

John Armitage sold out of RenaissanceRe (RNR) in Q2 2026, closing a stake of 317,308 shares — an estimated $94.3M sold.

John Armitage first reported a position in RNR in Q1 2023 and held it in 10 quarters. The position peaked at $516M in Q3 2024. 570 funds tracked by Wall St. Rank hold RNR as of Q2 2026.

John Armitage reported no remaining RenaissanceRe position as of Q2 2026 after selling out during the quarter.
John Armitage sold 317,308 RenaissanceRe shares in Q2 2026, an estimated $94.3M.
John Armitage first reported a position in RenaissanceRe in Q1 2023 and held it in 10 quarters.
John Armitage's RenaissanceRe position peaked at $516M in Q3 2024.
570 funds tracked by Wall St. Rank held RenaissanceRe as of Q2 2026.

Based on Egerton Capital (UK)'s 13F filing for Q2 2026, filed 21 Jul 2026.