John Armitage - Egerton Capital (UK)
Holding/activity history for RenaissanceRe Holdings Ltd. (RNR)
← All RNR superinvestors
| Period | Shares | % of Portfolio | Activity | % Change to Portfolio | Price | Value | Filing |
|---|---|---|---|---|---|---|---|
| 2026 Q1 | 317,308 | 1.05 | Reduce 35.33% | 0.53 | $268.46–315.88 · VW $292.69i | $94,313,457 | SEC |
| 2025 Q4 | 490,626 | 1.50 | Buy | 1.50 | $231.17–285.26 · VW $262.39i | $137,944,406 | SEC |
| 2025 Q1 | 0 | 0.00 | Sell 100.00% | 3.73 | $224.88–263.45 · VW $239.77i | SEC | |
| 2024 Q4 | 1,294,662 | 3.73 | Reduce 31.66% | 1.65 | $241.55–300.00 · VW $268.95i | $322,124,852 | SEC |
| 2024 Q3 | 1,894,412 | 5.21 | Add 1.85% | 0.09 | $208.98–272.73 · VW $244.02i | $516,037,829 | SEC |
| 2024 Q2 | 1,859,926 | 4.20 | Add 0.06% | <0.01 | $212.18–236.99 · VW $224.03i | $415,712,060 | SEC |
| 2024 Q1 | 1,858,824 | 4.22 | Add 13.24% | 0.49 | $196.95–239.42 · VW $225.48i | $436,879,405 | SEC |
| 2023 Q4 | 1,641,540 | 3.49 | Add 16.74% | 0.50 | $188.24–227.16 · VW $209.26i | $321,741,840 | SEC |
| 2023 Q3 | 1,406,203 | 3.23 | Add 5.92% | 0.18 | $174.22–210.84 · VW $191.48i | $278,315,698 | SEC |
| 2023 Q2 | 1,327,597 | 2.55 | Add 113.05% | 1.35 | $179.02–223.00 · VW $196.32i | $247,623,392 | SEC |
| 2023 Q1 | 623,152 | 1.58 | Buy | 1.58 | $182.87–223.80 · VW $202.32i | $124,842,272 | SEC |
Price snapshot:
Current price$320.66
Avg. buy price$281.16
+/- since buy14.05%
52-week low$230.39
52-week high$329.57