RENAISSANCERE HOLDINGS LTD — 13F Holdings & Portfolio

CIK 913144 · latest 13F-HR filed 2026-05-14

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

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AUM

$406.3M

Long-equity book

Holdings

5

Distinct positions

Period

2026-03-31

Filed 2026-05-14

Q/Q Activity

+1 / −1 / ↑0 / ↓2

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • No increased positions.
Show all 0

Top Trims

  • ESSENT GROUP LTD-$10.9M -10.1%
  • TRUPANION INC-$3.1M -31.5%
Show all 2

New Positions

  • VANECK ETF TRUST$46.9M
Show all 1

Exited Positions

  • ISHARES TR$366.8M
Show all 1
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 ISHARES TR HYDB 46435G250 $235.3M 57.92% 5,057,726 SH
2 ESSENT GROUP LTD ESNT G3198U102 $97.4M 23.97% 1,666,374 SH
3 VANECK ETF TRUST REMX 92189H805 $46.9M 11.55% 533,010 SH
4 UNIVERSAL INS HLDGS INC UVE 91359V107 $19.9M 4.91% 583,771 SH
5 TRUPANION INC TRUP 898202106 $6.7M 1.66% 263,000 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-05-14 $406.3M 5 0000905148-26-002280
2025-12-31 2026-02-13 $744.2M 5 0000905148-26-000714
2025-09-30 2025-11-14 $741.2M 5 0000905148-25-003958