RH
RenaissanceRe Holdings Portfolio holdings
AUM
$640M
1-Year Return
9.24%
This Quarter Return
+51.21%
1 Year Return
+9.24%
3 Year Return
+53.23%
5 Year Return
+216.97%
10 Year Return
–
AUM
$192M
AUM Growth
+$62.8M
(+49%)
Cap. Flow
+$815K
Cap. Flow
% of AUM
0.42%
Top 10 Holdings %
Top 10 Hldgs %
100%
Holding
5
New
1
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
CrowdStrike
CRWD
|
$815K |
Top Sells
No sells this quarter
Sector Composition
| 1 | Financials | 99.58% |
| 2 | Technology | 0.42% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1
Trupanion
TRUP
$1.9B
| $118M | 61.3% |
2,755,000
| – | – |
|
2
Essent Group
ESNT
$6.29B
| $60.4M | 31.5% |
1,666,374
| – | – |
|
3
Universal Insurance Holdings
UVE
$697M
| $10.4M | 5.4% |
583,771
| – | – |
|
4
Kingstone Companies
KINS
$194M
| $2.63M | 1.37% |
595,238
| – | – |
|
|
5
CrowdStrike
CRWD
$105B
| $815K | 0.43% |
+8,130
| New | +$815K |
|