John Armitage's RNR Position Overview
John Armitage (via Egerton Capital (Uk) Llp) currently holds 490,626 shares of RenaissanceRe Holdings Ltd. (RNR) worth $137.94 M, representing 1.50% of the portfolio. First purchased in 2023-Q1, this medium-term investment has been held for 10 quarters.
Based on 13F filings, John Armitage has maintained a strategic position in RNR, demonstrating sustained confidence in this investment. Largest addition occurred in Q2 2023, adding 704,445 shares. Largest reduction occurred in Q1 2025, reducing 1.29 M shares.
Analysis based on 13F filings available since 2013 Q2
John Armitage's RenaissanceRe Holdings (RNR) Holding Value Over Time
Track share changes against reported price movement
Quarterly RenaissanceRe Holdings (RNR) Trades by John Armitage
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2023 | +623,152 | New Buy | 623,152 | $200.34 |
| Q2 2023 | +704,445 | Add 113.05% | 1.33 M | $186.52 |
| Q3 2023 | +78,606 | Add 5.92% | 1.41 M | $197.92 |
| Q4 2023 | +235,337 | Add 16.74% | 1.64 M | $196.00 |
| Q1 2024 | +217,284 | Add 13.24% | 1.86 M | $235.03 |
| Q2 2024 | +1,102 | Add 0.06% | 1.86 M | $223.51 |
| Q3 2024 | +34,486 | Add 1.85% | 1.89 M | $272.40 |
| Q4 2024 | -599,750 | Reduce 31.66% | 1.29 M | $248.81 |
| Q1 2025 | -1.29 M | Sold Out | 0 | $0.00 |
| Q4 2025 | +490,626 | New Buy | 490,626 | $281.16 |
John Armitage's RenaissanceRe Holdings Investment FAQs
John Armitage first purchased RenaissanceRe Holdings Ltd. (RNR) in Q1 2023, acquiring 623,152 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
John Armitage has held RenaissanceRe Holdings Ltd. (RNR) for 10 quarters since Q1 2023.
John Armitage's largest addition to RenaissanceRe Holdings Ltd. (RNR) was in Q2 2023, adding 1,327,597 shares worth $247.62 M.
According to the latest 13F filing for Q4 2025, John Armitage's firm, Egerton Capital (Uk) Llp, owns 490,626 shares of RenaissanceRe Holdings Ltd. (RNR), valued at approximately $137.94 M.
As of the Q4 2025 filing, RenaissanceRe Holdings Ltd. (RNR) represents approximately 1.50% of John Armitage's publicly disclosed stock portfolio, making it one of their key holdings.
John Armitage's peak holding in RenaissanceRe Holdings Ltd. (RNR) was 1,894,412 shares, as reported at the end of Q3 2024.