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 Q1 regulatory disclosures by fund managers ($100M+ AUM)
31% more first-time investments, than exits
New positions opened: 84 | Existing positions closed: 64
3% more funds holding
Funds holding: 468 [Q4 2024] → 480 (+12) [Q1 2025]
3% more call options, than puts
Call options by funds: $10.3M | Put options by funds: $10.1M
2.54% less ownership
Funds ownership: 98.21% [Q4 2024] → 95.66% (-2.54%) [Q1 2025]
11% less capital invested
Capital invested by funds: $12.7B [Q4 2024] → $11.2B (-$1.43B) [Q1 2025]
24% less repeat investments, than reductions
Existing positions increased: 137 | Existing positions reduced: 180
25% less funds holding in top 10
Funds holding in top 10: 8 [Q4 2024] → 6 (-2) [Q1 2025]
Research analyst outlook
4 Wall Street Analysts provided 1 year price targets over the past 3 months
4 analyst ratings
Wells Fargo Elyse Greenspan | 13%upside $269 | Equal-Weight Downgraded | 10 Jul 2025 |
Keefe, Bruyette & Woods Meyer Shields | 13%upside $268 | Market Perform Downgraded | 9 Jul 2025 |
Barclays Alex Scott | 8%upside $256 | Equal-Weight Upgraded | 7 Jul 2025 |
Morgan Stanley Michael Phillips | 20%upside $285 | Overweight Maintained | 19 May 2025 |
Financial journalist opinion









