TwinBeech Capital’s RenaissanceRe RNR Stock Holding History

TwinBeech Capital’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 Q2	–	Sell	-124,684	Closed	-$29.9M	–	938
2025 Q1	$29.9M	Buy	124,684 +111,424	+840%	+$27M	0.54%	51
2024 Q4	$3.3M	Buy	+13,260	New	+$3.56M	0.06%	279
2023 Q4	–	Sell	-19,056	Closed	-$3.77M	–	872
2023 Q3	$3.77M	Buy	+19,056	New	+$3.67M	0.07%	310
2021 Q2	–	Sell	-2,987	Closed	-$479K	–	620
2021 Q1	$479K	Sell	2,987 -1,040	-26%	-$168K	0.07%	307
2020 Q4	$668K	Buy	+4,027	New	+$684K	0.11%	237
2020 Q3	–	Sell	-2,260	Closed	-$387K	–	553
2020 Q2	$387K	Buy	+2,260	New	+$371K	0.08%	265

Other funds holding RNR

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

PCH

Polar Capital Holdings London, United Kingdom $28.2B AUM 115.26% 1-Year Est. Return

AIG

American International Group New York $609M AUM 23.67% 1-Year Est. Return

TwinBeech Capital's RNR Position: Q2 2025 in Review

TwinBeech Capital sold out of RenaissanceRe (RNR) in Q2 2025, closing a stake of 124,684 shares — an estimated $29.9M sold.

TwinBeech Capital first reported a position in RNR in Q2 2020 and held it in 6 quarters. The position peaked at $29.9M in Q1 2025. 489 funds tracked by Wall St. Rank hold RNR as of Q2 2025.

TwinBeech Capital reported no remaining RenaissanceRe position as of Q2 2025 after selling out during the quarter.
TwinBeech Capital sold 124,684 RenaissanceRe shares in Q2 2025, an estimated $29.9M.
TwinBeech Capital first reported a position in RenaissanceRe in Q2 2020 and held it in 6 quarters.
TwinBeech Capital's RenaissanceRe position peaked at $29.9M in Q1 2025.
489 funds tracked by Wall St. Rank held RenaissanceRe as of Q2 2025.

Based on TwinBeech Capital's 13F filing for Q2 2025, filed 14 Aug 2025.