RenaissanceRe
547 hedge funds and large institutions have $11.9B invested in RenaissanceRe in 2025 Q4 according to their latest regulatory filings, with 103 funds opening new positions, 182 increasing their positions, 178 reducing their positions, and 44 closing their positions.
134% more first-time investments, than exits
New positions opened: 103 | Existing positions closed: 44
9% more funds holding
Funds holding: 502 → 547 (+45)
8% more capital invested
Capital invested by funds: $11.1B → $11.9B (+$837M)
1.31% more ownership
Funds ownership: 92.7% → 94.01% (+1.3%)
2% more repeat investments, than reductions
Existing positions increased: 182 | Existing positions reduced: 178
5% less call options, than puts
Call options by funds: $4.39M | Put options by funds: $4.61M
43% less funds holding in top 10
Funds holding in top 10: 7 → 4 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LN
Lightrock Netherlands
Utrecht,
Netherlands
|
+$262M |
| 2 |
OAG
Orbis Allan Gray
Hamilton,
Bermuda
|
+$167M |
| 3 |
ECU
Egerton Capital (UK)
London,
United Kingdom
|
+$129M |
| 4 |
GQG Partners
Ft. Lauderdale,
Florida
|
+$102M |
| 5 |
AQR Capital Management
Greenwich,
Connecticut
|
+$38.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AIG
American International Group
New York
|
-$336M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$258M |
| 3 |
Bank of New York Mellon
New York
|
-$93.1M |
| 4 |
Impax Asset Management Group
London,
United Kingdom
|
-$65.9M |
| 5 |
Millennium Management
New York
|
-$44.7M |
RNR Hedge Fund Activity: Q4 2025 in Review
547 of the 8,266 institutional investors tracked by Wall St. Rank reported a position in RenaissanceRe (RNR) for Q4 2025, worth a combined $11.9B — up 7.6% from $11.1B a quarter earlier.
Buyers outnumbered sellers: 103 funds opened new RNR positions and 44 closed out — a net gain of 59 holders — while 182 added to existing stakes and 178 trimmed.
The largest buyer was Lightrock Netherlands, adding an estimated $262M. The largest seller was American International Group, exiting entirely with an estimated $336M sold.
- 547 institutional investors held RenaissanceRe (RNR) as of Q4 2025, up from 502 in Q3 2025.
- Funds reported $11.9B of RenaissanceRe stock for Q4 2025, up 7.6% quarter-over-quarter.
- 103 funds opened new RenaissanceRe positions in Q4 2025 and 44 closed out, a net change of +59 holders.
- The largest RenaissanceRe buyer in Q4 2025 was Lightrock Netherlands, an estimated $262M added.
- The largest RenaissanceRe seller in Q4 2025 was American International Group, an estimated $336M sold.
Based on aggregated 13F filings for Q4 2025.