NYSE · Finance

RenaissanceRe Holdings Ltd RNR

RenaissanceRe Holdings Ltd., together with its subsidiaries, provides reinsurance and insurance products in the United States and internationally. The company operates through Property, and Casualty and Specialty segments.

Property-Casualty Insurers

Company profile

Business mix

  • The company operates through Property, and Casualty and Specialty segments.
  • The Casualty and Specialty segment writes various classes of products, such as directors and officers, medical malpractice, transactional liability, and professional indemnity.
  • The company distributes products and services primarily through intermediaries. It invests in and manages funds.
  • RenaissanceRe Holdings Ltd. was incorporated in 1993 and is headquartered in Pembroke, Bermuda.

Current key questions

  • Can asset growth, client flows, fee rates, credit quality, or spread income support durable earnings in insurance - reinsurance?
  • How sensitive are margins and returns to interest rates, market levels, funding costs, and regulation?
  • Do capital allocation, risk controls, and balance-sheet quality improve long-term per-share value?
Holders 4 Current sample portfolio
Public mentions 0 Videos / interviews / letters
Valuation snapshot
PE 4.76 FCF N/A Buyback 10.89%
2026-06-07

Current firm holders

Firm Weight Value Filing period
GQG Partners Rajiv Jain 0.2% $149.3M 2026-03-31
Davis Advisors Chris Davis 0.4% $76.4M 2026-03-31
Bridgewater Associates Ray Dalio 0.1% $24.4M 2026-03-31
Markel Group Tom Gayner 0.2% $20.8M 2026-03-31

Recent trading changes over the last 3 quarters

Net buyers 3 Last 3 13F filing periods
Net reducers 0 Last 3 13F filing periods
Unchanged holders 1 Share count unchanged
Increase amount $207.7M Estimated from net added shares
Reduction amount $0 Estimated from net reduced shares
Net share change / base shares +327.9% +698,673 / 213,067
Bridgewater Associates Ray Dalio 3 filing periods
13F 2025-09-30 Filed 2025-11-13
New Shares - 13F value change +$28.4M
13F 2025-12-31 Filed 2026-02-13
Minor increase Shares 4.3% 13F value change +$4.4M
13F 2026-03-31 Filed 2026-05-15
Major reduction Shares -29.6% 13F value change -$8.4M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 0 Last 3 periods +82,204 (New) Total shares 82,204 Value $24.4M
GQG Partners Rajiv Jain 2 filing periods
13F 2025-12-31 Filed 2026-02-13
New Shares - 13F value change +$108.8M
13F 2026-03-31 Filed 2026-05-12
Major increase Shares 29.8% 13F value change +$40.5M
Settlement As of 13F 2026-03-31 · Filed 2026-05-12
Base shares 0 Last 3 periods +502,346 (New) Total shares 502,346 Value $149.3M
Davis Advisors Chris Davis 3 filing periods
13F 2025-09-30 Filed 2025-11-12
Minor increase Shares 0.1% 13F value change +$1.6M
13F 2025-12-31 Filed 2026-02-02
Major increase Shares 60.5% 13F value change +$28.2M
13F 2026-03-31 Filed 2026-05-07
Minor increase Shares 11.9% 13F value change +$11.9M
Settlement As of 13F 2026-03-31 · Filed 2026-05-07
Base shares 143,067 Last 3 periods +114,123 (+79.8%) Total shares 257,190 Value $76.4M
Markel Group Tom Gayner 3 filing periods
13F 2025-09-30 Filed 2025-10-31
Unchanged Shares 0.0% 13F value change $0
13F 2025-12-31 Filed 2026-02-06
Unchanged Shares 0.0% 13F value change $0
13F 2026-03-31 Filed 2026-05-01
Unchanged Shares 0.0% 13F value change $0
Settlement As of 13F 2026-03-31 · Filed 2026-05-01
Base shares 70,000 Last 3 periods +0 (0.0%) Total shares 70,000 Value $20.8M

Recent mentions

No public mentions.