RH
RenaissanceRe Holdings Portfolio holdings
AUM
$640M
This Quarter Return
+26.15%
1 Year Return
+9.24%
3 Year Return
+53.23%
5 Year Return
+216.97%
10 Year Return
–
AUM
$211M
AUM Growth
–
Cap. Flow
+$211M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
100%
Holding
5
New
5
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Trupanion
TRUP
|
$103M |
| 2 |
Essent Group
ESNT
|
$86.6M |
| 3 |
Universal Insurance Holdings
UVE
|
$16.3M |
| 4 |
Kingstone Companies
KINS
|
$4.61M |
| 5 |
CrowdStrike
CRWD
|
$248K |
Top Sells
No sells this quarter
Sector Composition
| 1 | Financials | 99.88% |
| 2 | Technology | 0.12% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
Trupanion
TRUP
$1.92B
| $103M | 48.9% |
+2,755,000
| New | +$103M |
|
|
2
Essent Group
ESNT
$6.12B
| $86.6M | 41.05% |
+1,666,374
| New | +$86.6M |
|
|
3
Universal Insurance Holdings
UVE
$690M
| $16.3M | 7.74% |
+583,771
| New | +$16.3M |
|
|
4
Kingstone Companies
KINS
$190M
| $4.61M | 2.19% |
+595,238
| New | +$4.61M |
|
|
5
CrowdStrike
CRWD
$104B
| $248K | 0.12% |
+4,965
| New | +$248K |
|