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 2024 Q4 regulatory filings by fund managers ($100M+ AUM)
79% more first-time investments, than exits
New positions opened: 75 | Existing positions closed: 42
6% more funds holding
Funds holding: 435 [Q3] → 462 (+27) [Q4]
0.47% more ownership
Funds ownership: 97.69% [Q3] → 98.16% (+0.47%) [Q4]
4% less repeat investments, than reductions
Existing positions increased: 156 | Existing positions reduced: 162
9% less capital invested
Capital invested by funds: $13.9B [Q3] → $12.7B (-$1.2B) [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
5 Wall Street Analysts provided 1 year price targets over the past 3 months
5 analyst ratings
Keefe, Bruyette & Woods Meyer Shields 73% 1-year accuracy 79 / 108 met price target | 22%upside $294 | Outperform Maintained | 4 Feb 2025 |
Morgan Stanley Michael Phillips 79% 1-year accuracy 11 / 14 met price target | 2%upside $245 | Equal-Weight Maintained | 31 Jan 2025 |
Wells Fargo Elyse Greenspan 64% 1-year accuracy 76 / 118 met price target | 15%upside $277 | Overweight Maintained | 30 Jan 2025 |
Barclays Alex Scott 53% 1-year accuracy 42 / 79 met price target | 3%downside $234 | Underweight Downgraded | 6 Jan 2025 |
JP Morgan Jimmy Bhullar 62% 1-year accuracy 21 / 34 met price target | 18%upside $284 | Neutral Maintained | 3 Jan 2025 |
Financial journalist opinion
Based on 4 articles about RNR published over the past 30 days









