Renaissancere Holdings Ltd.
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 7, 2026), Renaissancere Holdings Ltd. reported 5 stock positions worth $421.5 million. Its top holding was iShares High Yield Systemati (HYDB) at 56.1% of the portfolio, followed by Essent (ESNT, 25.4%) and Vaneck Rar Earth ND STG-Usdi (REMX, 11.2%). Its holdings were unchanged from Q1 2026.
- Most Recent 13F
- Q2 2026
- Location
- PEMBROKE, D0
- CIK
- 0000913144
- Portfolio Value
- $421.5M (Q2 2026)
- SEC Filing
- 0000905148-26-003517 ↗ filed Aug 7, 2026
Holdings Value
Holdings 5 stocks · $421.5M
| HYDB iShares High Yield Systemati | 56.12% | 5,057,726 | $236.5M | No change |
| ESNT Essent Group Ltd. | 25.41% | 1,666,374 | $107.1M | No change |
| REMX Vaneck Rar Earth ND STG-Usdi | 11.19% | 533,010 | $47.2M | No change |
| UVE Universal Insurance Holdings | 5.73% | 583,771 | $24.1M | No change |
| TRUP Trupanion Inc. | 1.55% | 263,000 | $6.5M | No change |
Portfolio Sells Q1 2026 → Q2 2026
| None this quarter. | |||
Portfolio Buys Q1 2026 → Q2 2026
| None this quarter. | |||
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 5 | $421.5M | HYDB, ESNT, REMX, UVE, TRUP |
| Q1 2026 | 5 | $406.3M | HYDB, ESNT, REMX, UVE, TRUP |
| Q4 2025 | 5 | $744.2M | MBB, HYDB, ESNT, UVE, TRUP |
| Q3 2025 | 5 | $741.2M | MBB, HYDB, ESNT, UVE, TRUP |
| Q2 2025 | 5 | $640.2M | MBB, HYDB, ESNT, UVE, TRUP |
| Q1 2025 | 5 | $625.8M | MBB, HYDB, ESNT, UVE, TRUP |
| Q4 2024 | 3 | $115.7M | ESNT, TRUP, UVE |
| Q3 2024 | 3 | $131.1M | ESNT, UVE, TRUP |
| Q2 2024 | 3 | $112.3M | ESNT, UVE, TRUP |
| Q1 2024 | 3 | $118.3M | ESNT, UVE, TRUP |