Picton Mahoney Asset Management’s RenaissanceRe RNR Stock Holding History

Picton Mahoney Asset Management’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	$3.14M	Buy	9,895 +3,735	+61%	+$1.12M	0.02%	437
2026 Q1	$1.83M	Buy	+6,160	New	+$1.79M	0.01%	513
2024 Q1	–	Sell	-495	Closed	-$97K	–	457
2023 Q4	$97K	Sell	495 -20	-4%	-$4.16K	﹤0.01%	342
2023 Q3	$102K	Sell	515 -44,247	-99%	-$8.51M	﹤0.01%	303
2023 Q2	$8.35M	Buy	44,762 +44,277	+9,129%	+$8.81M	0.36%	93
2023 Q1	$97K	Sell	485 -15	-3%	-$3.02K	﹤0.01%	369
2022 Q4	$92K	Buy	+500	New	+$84.2K	﹤0.01%	529

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

Picton Mahoney Asset Management's RNR Position: Q2 2026 in Review

Picton Mahoney Asset Management increased its RenaissanceRe (RNR) stake by 61% in Q2 2026, buying an estimated $1.12M and bringing the position to 9,895 shares worth $3.14M. The position accounts for 0.02% of the portfolio, ranked #437.

Picton Mahoney Asset Management first reported a position in RNR in Q4 2022 and has held it in 7 quarters since. The position peaked at $8.35M in Q2 2023. 571 funds tracked by Wall St. Rank hold RNR as of Q2 2026.

Picton Mahoney Asset Management held 9,895 shares of RenaissanceRe worth $3.14M as of Q2 2026.
Picton Mahoney Asset Management bought 3,735 RenaissanceRe shares in Q2 2026, an estimated $1.12M.
RenaissanceRe made up 0.02% of Picton Mahoney Asset Management's portfolio in Q2 2026, its #437 holding.
Picton Mahoney Asset Management first reported a position in RenaissanceRe in Q4 2022 and has held it in 7 quarters since.
Picton Mahoney Asset Management's RenaissanceRe position peaked at $8.35M in Q2 2023.
571 funds tracked by Wall St. Rank held RenaissanceRe as of Q2 2026.

Based on Picton Mahoney Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.