Leuthold Group’s RenaissanceRe RNR Stock Holding History

Leuthold 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 Q2	$5.48M	Buy	+17,278	New	+$5.19M	0.55%	77
2025 Q1	–	Sell	-29,245	Closed	-$7.28M	–	228
2024 Q4	$7.28M	Sell	29,245 -1,064	-4%	-$286K	0.87%	38
2024 Q3	$8.26M	Sell	30,309 -1,007	-3%	-$243K	0.92%	36
2024 Q2	$7M	Sell	31,316 -280	-0.9%	-$62.7K	0.81%	40
2024 Q1	$7.43M	Sell	31,596 -65	-0.2%	-$14.4K	0.84%	39
2023 Q4	$6.21M	Buy	31,661 +7,500	+31%	+$1.56M	0.78%	47
2023 Q3	$4.78M	Buy	+24,161	New	+$4.65M	0.67%	55

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

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return

Leuthold Group's RNR Position: Q2 2026 in Review

Leuthold Group opened a new position in RenaissanceRe (RNR) in Q2 2026: 17,278 shares worth $5.48M. The stake represents 0.55% of the portfolio and ranks #77 among its holdings. This is a return to the name: Leuthold Group previously reported a position in RNR as recently as Q4 2024.

Leuthold Group first reported a position in RNR in Q3 2023 and has held it in 7 quarters since. The position peaked at $8.26M in Q3 2024. 367 funds tracked by Wall St. Rank hold RNR as of Q2 2026.

Leuthold Group held 17,278 shares of RenaissanceRe worth $5.48M as of Q2 2026.
RenaissanceRe was a new Leuthold Group position in Q2 2026.
RenaissanceRe made up 0.55% of Leuthold Group's portfolio in Q2 2026, its #77 holding.
Leuthold Group first reported a position in RenaissanceRe in Q3 2023 and has held it in 7 quarters since.
Leuthold Group's RenaissanceRe position peaked at $8.26M in Q3 2024.
367 funds tracked by Wall St. Rank held RenaissanceRe as of Q2 2026.

Based on Leuthold Group's 13F filing for Q2 2026, filed 4 Aug 2026.