RenaissanceRe (RNR)
Combines global reinsurance underwriting with co-invested third-party capital.
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Writes property and casualty-and-specialty reinsurance across global markets. Its own balance sheet works alongside co-invested third-party capital, generating underwriting, fee, and investment income while catastrophe claims and managed-vehicle results shape performance.
Writes property and casualty-and-specialty reinsurance for insurers across global markets, with catastrophe coverage at the core of the Property segment.
Combines its own balance sheet with co-invested third-party capital through joint ventures, managed funds, and structured reinsurance products. Capital Partners earns management and performance fees, while the Integrated System coordinates customer relationships, risk selection, and capital management.
Operates from Bermuda with Lloyd's access to global markets. Underwriting results remain exposed to hurricanes, floods, winter storms, and other insured events; performance fees also depend on vehicle results. Profit comes from underwriting, fee, and investment income.
Company facts
Target rangeAs of Sep 22, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Sep 22, 2026 | RBC Capital | Initiate | Rating: —Target: — | Target: $365 |
| Sep 22, 2026 | Jefferies | Upgrade | ||
| Jul 27, 2026 | UBS | Reiterate | Rating: —Target: $349 | Target: $350 |
| Jul 23, 2026 | Evercore ISI | Target | Target: $320 | Target: $330 |
| Jul 10, 2026 | Evercore ISI | Target | Target: $309 | Target: $320 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $5.25B · Total debt $2.33B · Total assets $55.20B · Shareholders' equity $11.82B
- Revenue
- $2.37B
- Operating income
- $838.9M
- Net income
- $663.1M
HistoryDividendAnnual yield
| Institutions | ≈ 99.95% | 41.53M shares | |
|---|---|---|---|
| 583 holders · as of Jun 30, 2026 · largest filers plus last quarter's tail | |||
| Insiders | 2.26% | 939.2K shares | |
| 18 holders · as of Sep 3, 2026 | |||
| Adds to | 102.21% | ||
41.55M company shares as of Sep 23, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
This quarter's institutional total failed a plausibility check; shown: the largest filers plus last quarter's remainder.
These groups come from separate filings that can overlap, so they add to 102.21%; nothing is left for Other.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
BlackRock, Inc.Institution | 10.02% | 4.16M | as of Jun 30, 2026 |
State Farm Mutual Automobile Insurance CoInstitution | 5.77% | 2.40M | as of Jun 30, 2026 |
Vanguard Portfolio Management LLCInstitution | 5.42% | 2.25M | as of Jun 30, 2026 |
Vanguard Capital Management LLCInstitution | 4.64% | 1.93M | as of Jun 30, 2026 |
Boston PartnersInstitution | 3.97% | 1.65M | as of Jun 30, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Sep 3, 2026 | Ross Curtis | officer: EVP,Chief Portfolio Officer | −9,623 | $337.60 |
| Aug 26, 2026 | Ross Curtis | officer: EVP,Chief Portfolio Officer | −377 | $335.00 |
| Aug 24, 2026 | Ross Curtis | officer: EVP,Chief Portfolio Officer | −5,000 | $330.00 |
| Aug 17, 2026 | Ross Curtis | officer: EVP,Chief Portfolio Officer | −5,000 | $325.00 |
| Jul 28, 2026 | Robert Qutub | officer: EVP, Chief Financial Officer | −5,000 | $333.03 |
- Everest Group
Close overlap in global property, casualty, and specialty reinsurance
- Arch Capital Group
Bermuda peer spanning property catastrophe, casualty, and specialty
- AXIS Capital
Targeted property, casualty, and specialty reinsurance peer
Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| RenaissanceRe | $330.83 | +1.51% | $13.54B | 5.6 | 8.3 | 1.3 | −28.5% |
| Everest Group | $375.64 | +1.26% | $14.68B | 7.9 | 6.8 | 0.9 | −10.1% |
| Arch Capital Group | $95.71 | +0.80% | $33.17B | 7.4 | 10.1 | 1.7 | −22.3% |
| AXIS Capital | $96.59 | +0.32% | $7.03B | 6.1 | 7.4 | 1.0 | +7.4% |
| Median | 7.4 | 7.4 | 1.0 | −10.1% |