RenaissanceRe
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 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)
623% more call options, than puts
Call options by funds: $19.7M | Put options by funds: $2.72M
17% more funds holding in top 10
Funds holding in top 10: 6 [Q1] → 7 (+1) [Q2]
8% more first-time investments, than exits
New positions opened: 65 | Existing positions closed: 60
0% less capital invested
Capital invested by funds: $11.3B [Q1] → $11.2B (-$48.9M) [Q2]
1% less funds holding
Funds holding: 482 [Q1] → 478 (-4) [Q2]
0.86% less ownership
Funds ownership: 95.68% [Q1] → 94.82% (-0.86%) [Q2]
8% less repeat investments, than reductions
Existing positions increased: 165 | Existing positions reduced: 180
Research analyst outlook
6 Wall Street Analysts provided 1 year price targets over the past 3 months
6 analyst ratings
Citigroup Matthew Heimermann | 18%upside $288 | Buy Initiated | 13 Aug 2025 |
UBS Brian Meredith | 8%upside $265 | Neutral Maintained | 28 Jul 2025 |
Keefe, Bruyette & Woods Meyer Shields | 10%upside $269 | Market Perform Maintained | 28 Jul 2025 |
Barclays Alex Scott | 12%upside $273 | Equal-Weight Maintained | 24 Jul 2025 |
Morgan Stanley Michael Phillips | 14%upside $280 | Overweight Maintained | 14 Jul 2025 |
Financial journalist opinion
Based on 4 articles about RNR published over the past 30 days









