Inside the research

RenaissanceRe Holdings Ltd.

RNR Research profile · latest available data

Price overview

$325.60

▼ -4.82 (-1.5%)

52w hi$337.55
52w lo$230.66
Vol280.40K
As of25 Sep 2026

The Verdict

Hold

Our score +0.28

Short+0.35
Medium+0.30
Long+0.12

computed 2026-09-27

Key fundamentals

RenaissanceRe Holdings Ltd.

Financial Services · Insurance - Reinsurance

Market cap$13.53B
Enterprise value-$6.48B
Trailing P/E5.65x
Forward P/E7.94x
P / S (ttm)1.21x
Profit margin23.6%
Return on equity21.5%
Revenue growth-13.2%
Earnings growth-10.0%
Debt / equity12.21

Layer Breakdown

LayerRawContribution
Fundamental+0.21
Sector+0.02
Technical+0.24
Earnings+0.00
Sentiment+0.00

macro × 1.00 · 2026-09-27

Business overview

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. The Property segment writes property catastrophe excess of loss reinsurance contracts to insure insurance and reinsurance companies against natural and man-made catastrophes, including hurricanes, earthquakes, typhoons, and tsunamis, as well as winter storms, freezes, floods, fires, windstorms, tornadoes, explosions, and acts of terrorism; and other property class of products, such as proportional reinsurance, property per risk, property reinsurance, binding facilities, and regional U.S. multi-line reinsurance. The Casualty and Specialty segment writes various classes of products, such as directors and officers, medical malpractice, transactional liability, and professional indemnity; automobile and employer's liability, casualty clash, umbrella or excess casualty, workers' compensation, and general liability; financial and mortgage guaranty, political risk, surety, and trade credit; and accident and health, agriculture, aviation, construction, cyber, energy, marine, satellite, and terrorism. 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.

Bermuda · www.renre.com

Risk Metrics

Beta vs SPX0.24
Corr SPX0.14
Annual vol26.4%
Annual ret+14.1%
Sharpe0.53
Max DD-23.3%

Window: 504 trading days (504 obs)

Analyst Coverage

Mean PT$328.07
High / Low$431.00 / $296.00
Median$326.00
Analysts15
Strong Buy0
Buy3
Hold13
Sell1
Strong Sell0

Recent rating actions

2026-05-04UBS→ Neutral
2026-05-01Citigroup→ Neutral
2026-04-30Wells Fargo→ Equal-Weight
2026-04-29Barclays→ Equal-Weight
2026-04-14B of A Securities→ Buy
2026-04-13Mizuho→ Neutral

Material Events

DateEvent8-K
2026-07-22Earnings Release, Exhibitsread
2026-05-14Officer / Director Change, Reg FD Disclosure…read
2026-05-06Officer / Director Change, Shareholder Vote…read
2026-04-28Earnings Release, Exhibitsread
2026-02-03Earnings Release, Exhibitsread
2025-12-22Material Agreement, Material Obligation…read
2025-10-28Earnings Release, Exhibitsread
2025-07-23Earnings Release, Exhibitsread
2025-06-03Reg FD Disclosureread
2025-05-08Shareholder Voteread
2025-04-23Earnings Release, Exhibitsread
2025-02-27Other Material Event, Exhibitsread

Insider Trades

DateInsiderRoleActionSharesValue
2026-07-28Qutub RobertEVP, Chief Financial OffiSell1.58K$525.48K
2026-07-28Qutub RobertEVP, Chief Financial OffiSell2.64K$879.73K
2026-07-28Qutub RobertEVP, Chief Financial OffiSell778$259.93K
2026-05-18Sanders Carol PSell1.48K$439.79K
2026-05-11Klehm Henry IIIGrant506—
2026-05-11Hooley Stephen CGrant591—
2026-03-10Bender Shannon LowryEVP, General Counsel & SeDisposal483—
2026-03-10Bender Shannon LowryEVP, General Counsel & SeWithheld for tax1.52K$453.26K
2026-03-10Marra David EEVP,Chief Underwriting OfDisposal652—
2026-03-10Marra David EEVP,Chief Underwriting OfWithheld for tax2.63K$781.69K

Flow & Concentration

Insider 180d net-$2.10M
Insider buys / sells0 / 4
Insider biasSellers
13F holders8
Top-5 share98.4%
HHI4,412 (concentrated)

Top Holders

HolderValueShares
State Street Corp$510.57M1.61M
AQR Capital Management$172.12M543.12K
Capital Research / Capital World$76.55M241.56K
Fidelity / FMR LLC$24.52M77.38K
Bridgewater Associates$23.96M75.61K
Millennium Management$8.17M25.77K
Citadel Advisors$4.83M15.23K
T. Rowe Price Group$265.25K837.01K

As of 2026-06-30

Dividends

Yield (TTM)0.13%
$ / share (TTM)$0.41
5y CAGR-3.0%

Annual dividend per share

2021$1.44
2022$1.48
2023$1.52
2024$1.56
2025$1.20
2026$0.41

SEC Filings

DateFormDoc
2026-08-0713F-HRview
2026-07-284view
2026-07-2310-Qview
2026-07-228-Kview
2026-05-194view
2026-05-1413F-HRview
2026-05-148-Kview
2026-05-124view
2026-05-124view
2026-05-123view
2026-05-064view
2026-05-068-Kview
2026-04-2910-Qview
2026-04-288-Kview
2026-04-10DEFA14Aview

The Long Run

FY 2010–2025 · 16 years

LineLatestCAGRTrend
Revenue$12.85B+16.7%
Net income$2.68B+41.6%
Cash from ops$4.16B+14.5%

Indices

S&P MidCap 400

Recent Sessions

DateOpenHighLowCloseVol
Sep 25$331.74$331.74$325.56$325.60280.40K
Sep 24$330.08$333.67$330.04$330.42273.70K
Sep 23$327.49$331.41$322.41$328.80323.20K
Sep 22$326.36$328.13$321.80$325.90362.50K
Sep 21$326.99$330.65$325.12$326.29302.30K

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