RNR RENAISSANCE RE HLDGS COM COM

Ownership history in DELPHI MANAGEMENT INC /MA/  ·  36 quarters on record

AI Ownership Summary

DELPHI MANAGEMENT INC /MA/ reported RENAISSANCE RE HLDGS COM COM (RNR) in 36 quarterly 13F filings from 2024 Q2 through 2026 Q1. Peak portfolio weight reached 1.48% in 2026 Q1. The latest visible filing shows RNR at 1.48% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this RNR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was DELPHI MANAGEMENT INC /MA/'s position in RENAISSANCE RE HLDGS COM COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

RNR was reported at 1.48% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.48% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How DELPHI MANAGEMENT INC /MA/ held RNR — position size vs. price
% of Fund (quarterly)    RNR price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 4,163 -1,064 -20.4% 1.48% $1K 2026-04-20 $312.80
2025 Q4 REDUCED 5,227 -58 -1.1% 1.43% $1K 2026-01-21 $273.89
2025 Q3 ADDED 5,285 +109 +2.1% 1.24% $1K 2025-10-15 $259.63
2025 Q2 REDUCED 5,176 -455 -8.1% 1.21% $1K 2025-07-07 $238.55
2025 Q1 REDUCED 5,631 -181 -3.1% 1.38% $1K 2025-04-08 $225.16
2024 Q4 REDUCED 5,812 -1,700 -22.6% 1.40% $1K 2025-02-10 $232.54
2024 Q2 REDUCED 7,512 -236,726 -96.9% 1.37% $2K 2024-08-26 $247.79
29 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About DELPHI MANAGEMENT INC /MA/ and RNR

These are the practical questions this page is built to answer before you even open the full history table.

How long has DELPHI MANAGEMENT INC /MA/ reported owning RNR?

DELPHI MANAGEMENT INC /MA/ reported RNR across 7 quarterly 13F filings, from 2024 Q2 through 2026 Q1.

What was the largest reported RNR position in DELPHI MANAGEMENT INC /MA/'s portfolio?

The largest reported portfolio weight for RNR was 1.48% in 2026 Q1.

What is the latest reported RNR position on this page?

The most recent filing on this page is 2026 Q1, when DELPHI MANAGEMENT INC /MA/ reported 4,163 shares, equal to 1.48% of portfolio, with an estimated market value of $1K.

What does the chart on this RNR ownership page compare?

The chart compares DELPHI MANAGEMENT INC /MA/'s quarterly RNR portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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