RenaissanceRe (RNR)

• Market cap: $11.8B
• 1 day: -0.03%
• 5 days: 5.19%
• 1 month: 0.80%
• 3 months: 1.48%
• 6 months: -9.53%
• Year to date: -2.77%
• 1 year: 10.34%
• 5 years: 65.69%
• 10 years: 136.05%
• Sector: Financials
• Industry: Reinsurance

About: RenaissanceRe Holdings Ltd provides reinsurance and insurance solutions and related services. The company's core products include property, casualty and specialty reinsurance. Revenue is derived from three sources: net premiums earned from the insurance and insurance products sold; net investment income from the investment of capital funds and cash; and other income from the company's joint ventures, advisory services, and other items. The reportable segments of the company are the Property segment which includes catastrophe and other property reinsurance, and the Casualty and Specialty segment which is comprised of casualty and specialty reinsurance. It derives a majority of its revenue from the Casualty and specialty segment.

Employees: 925

Fund manager confidence

Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)

86% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 42

7% more funds holding

Funds holding: 435 [Q3] → 465 (+30) [Q4]

0.67% more ownership

Funds ownership: 97.47% [Q3] → 98.13% (+0.67%) [Q4]

3% less repeat investments, than reductions

Existing positions increased: 157 | Existing positions reduced: 162

8% less capital invested

Capital invested by funds: $13.8B [Q3] → $12.7B (-$1.17B) [Q4]

38% less funds holding in top 10

Funds holding in top 10: 13 [Q3] → 8 (-5) [Q4]

53% less call options, than puts

Call options by funds: $6.17M | Put options by funds: $13.1M

Research analyst outlook

7 Wall Street Analysts provided 1 year price targets over the past 3 months

• Low target: $231 5% downside
• Avg. target: $291 20% upside
• High target: $426 76% upside

7 analyst ratings

• positive: 5 71%
• neutral: 1 14%
• negative: 1 14%

Keefe, Bruyette & Woods Meyer Shields 66% 1-year accuracy 76 / 116 met price target	17% upside $282	Outperform Maintained	29 Apr 2025
Morgan Stanley Michael Phillips 92% 1-year accuracy 12 / 13 met price target	14% upside $275	Overweight Upgraded	25 Apr 2025
Barclays Alex Scott 44% 1-year accuracy 42 / 96 met price target	5% downside $231	Underweight Maintained	11 Apr 2025
Jefferies Andrew Andersen 50% 1-year accuracy 4 / 8 met price target	10% upside $265	Hold Maintained	11 Apr 2025
Wells Fargo Elyse Greenspan 54% 1-year accuracy 61 / 113 met price target	12% upside $271	Overweight Maintained	10 Apr 2025