Thomas Gayner - Markel Group
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    129
Portfolio value:    $11,938,885,174
Holdings Activity Buys Sells    History
Holding/activity history for  RenaissanceRe Holdings Ltd. (RNR)
← All RNR superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 70,000 0.17 $297.23 $20,806,100 SEC
2025   Q4 70,000 0.16 $281.16 $19,681,200 SEC
2025   Q3 70,000 0.14 $253.93 $17,775,100 SEC
2025   Q2 70,000 0.14 $242.90 $17,003,000 SEC
2025   Q1 70,000 0.15 $240.00 $16,800,000 SEC
2024   Q4 70,000 0.15 $248.81 $17,416,700 SEC
2024   Q3 70,000 0.17 $272.40 $19,068,000 SEC
2024   Q2 70,000 0.15 $223.51 $15,645,700 SEC
2024   Q1 70,000 0.16 Add 15.70% 0.02 $196.95–239.42 · VW $225.48i $16,452,100 SEC
2023   Q4 60,500 0.13 Add 23.47% 0.02 $188.24–227.16 · VW $209.26i $11,858,000 SEC
2023   Q3 49,000 0.12 Add 36.11% 0.03 $174.22–210.84 · VW $191.48i $9,698,080 SEC
2023   Q2 36,000 0.08 Add 50.00% 0.03 $179.02–223.00 · VW $196.32i $6,714,720 SEC
2023   Q1 24,000 0.06 Add 71.43% 0.03 $182.87–223.80 · VW $202.32i $4,808,160 SEC
2022   Q4 14,000 0.03 Add 600.00% 0.03 $128.00–189.77 · VW $166.59i $2,579,220 SEC
2022   Q3 2,000 <0.01 Buy <0.01 $124.18–157.42 · VW $138.09i $281,000 SEC
Price snapshot:
Current price$320.66
Avg. buy price$197.04
+/- since buy62.73%
52-week low$230.39
52-week high$329.57