TriaGen Wealth Management’s RenaissanceRe RNR Stock Holding History

TriaGen Wealth 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
2025 Q1	–	Sell	-1,826	Closed	-$454K	–	189
2024 Q4	$454K	Buy	1,826 +27	+2%	+$7.25K	0.15%	108
2024 Q3	$490K	Buy	1,799 +8	+0.4%	+$1.93K	0.16%	110
2024 Q2	$400K	Buy	1,791 +4	+0.2%	+$896	0.15%	115
2024 Q1	$420K	Sell	1,787 -25	-1%	-$5.55K	0.17%	107
2023 Q4	$355K	Buy	1,812 +194	+12%	+$40.3K	0.17%	114
2023 Q3	$320K	Buy	1,618 +1	+0.1%	+$192	0.16%	112
2023 Q2	$302K	Buy	1,617 +1	+0.1%	+$199	0.14%	135
2023 Q1	$324K	Buy	+1,616	New	+$325K	0.16%	116

Other funds holding RNR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

PCH

Polar Capital Holdings London, United Kingdom $42.4B AUM 181.11% 1-Year Est. Return

TriaGen Wealth Management's RNR Position: Q1 2025 in Review

TriaGen Wealth Management sold out of RenaissanceRe (RNR) in Q1 2025, closing a stake of 1,826 shares — an estimated $454K sold.

TriaGen Wealth Management first reported a position in RNR in Q1 2023 and held it in 8 quarters. The position peaked at $490K in Q3 2024. 489 funds tracked by Wall St. Rank hold RNR as of Q1 2025.

TriaGen Wealth Management reported no remaining RenaissanceRe position as of Q1 2025 after selling out during the quarter.
TriaGen Wealth Management sold 1,826 RenaissanceRe shares in Q1 2025, an estimated $454K.
TriaGen Wealth Management first reported a position in RenaissanceRe in Q1 2023 and held it in 8 quarters.
TriaGen Wealth Management's RenaissanceRe position peaked at $490K in Q3 2024.
489 funds tracked by Wall St. Rank held RenaissanceRe as of Q1 2025.

Based on TriaGen Wealth Management's 13F filing for Q1 2025, filed 13 May 2025.