RENAISSANCERE HOLDINGS LTD(RNR)Stock Analysis
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This company passes all size and coverage filters but hasn't been included in the latest quarterly ranking run. Rankings refresh on Jan 1, Apr 1, Jul 1, Oct 1.
Financial data, filings, and institutional holdings below are still tracked in full — only the proprietary quality composite is unavailable for this name.
RNR Stock Analysis & AI Quality Score
AI stock analysis and institutional research for RENAISSANCERE HOLDINGS LTD (RNR), a Financials sector company. RNR is not currently included in 13F Pro's AI-ranked quality universe — this company passes all size and coverage filters but hasn't been included in the latest quarterly ranking run. rankings refresh on jan 1, apr 1, jul 1, oct 1. Based on the latest XBRL financial filings (Q1 2026), RENAISSANCERE HOLDINGS LTD reports quarterly revenue of $2.2B, net income of $293.4M, an operating margin of 25.0%. Top institutional holders of RNR by reported 13-F value include BlackRock,, STATE FARM MUTUAL AUTOMOBILE INSURANCE CO, VANGUARD PORTFOLIO MANAGEMENT, based on the most recent SEC filings. RNR trades on the NYSE exchange and files with the SEC under CIK 913144. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate RNR daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for RENAISSANCERE HOLDINGS LTD directly from SEC EDGAR.
Revenue
Q1 2026
$2.2B
Net Income
Q1 2026
$293.4M
Free Cash Flow
Q1 2026
$687.6M
Operating Margin
Q1 2026
25.0%
D/E Ratio
Q1 2026
0.20
Revenue & Net Income
Earnings Per Share
Key Financials Over Time
Export Financial Table · Pro+Revenue
+28.0% YoYNet Income
-27.0% YoYEPS (Diluted)
-32.6% YoYTotal Assets
+3.5% YoYTotal Debt
-3.7% YoYOp. Cash Flow
+117.9% YoY| Metric | FY 2024 | FY 2023 | FY 2022 | FY 2021 | FY 2020 | FY 2019 |
|---|---|---|---|---|---|---|
| Revenue | $11.70B +28.0% | $9.13B +80.5% | $5.06B -4.1% | $5.28B +2.0% | $5.17B +23.1% | $4.20B |
| Net Income | $1.87B -27.0% | $2.56B +341.3% | $-1.06B -2542.8% | $-40.2M -105.3% | $762.4M +1.8% | $748.8M |
| EPS (Diluted) | $35.21 -32.6% | $52.27 +305.0% | $-25.50 -1524.2% | $-1.57 -110.3% | $15.31 -6.0% | $16.29 |
| Total Assets | $50.71B +3.5% | $49.01B +34.1% | $36.55B +7.6% | $33.96B +10.2% | $30.82B +17.1% | $26.33B |
| Total Debt | $1.89B -3.7% | $1.96B +67.3% | $1.17B +0.2% | $1.17B +2.8% | $1.14B -17.9% | $1.38B |
| Operating Cash Flow | $4.16B +117.9% | $1.91B +19.2% | $1.60B +29.9% | $1.23B -38.0% | $1.99B -6.8% | $2.14B |
AI Insight: RNR Financial Trends
RNR's Q1 2026 net income of $293M signals a soft start versus prior-year comps, but equity hit a record $11,514M and debt stabilized near $2,330M.
• Net income swung from -$190M in Q4 2024 to $760M in Q4 2025, showing a meaningful year-over-year recovery in underwriting results.
• Equity grew steadily from $10,179M in Q2 2024 to $11,514M in Q1 2026, a gain of roughly $1.3B over seven quarters.
• Total debt jumped from $1,887M in Q4 2024 to $2,754M in Q1 2025, and remains elevated at $2,330M in Q1 2026.
• Operating cash flow collapsed to $158M in Q1 2025 from $779M in Q4 2024, before recovering to $688M in Q1 2026.
⚠ Q1 2026 revenue of $2,195M is the lowest in the dataset — worth monitoring whether seasonal softness deepens or stabilizes.
⚠ Debt-to-equity ratio rose to ~0.20x in Q1 2026 versus ~0.18x in Q2 2024; leverage creep warrants ongoing attention.
⚠ OCF volatility is wide ($158M–$1,583M range); Q1 2026's $688M recovery is encouraging but consistency remains unproven.
AI Insight: RNR Ratio Trends
RNR's Q1 2026 profitability contracted sharply after three strong quarters, with ROE falling to 10.2% and ROIC to 15.9% — likely reflecting seasonal loss activity similar to Q4 2024 and Q1 2025.
• ROIC swung from 52.6% in Q3 2024 to -2.7% in Q4 2024, recovered to 43.1% by Q3 2025, then compressed to 15.9% in Q1 2026.
• Operating margin averaged ~44% across Q2–Q4 2025 before dropping to 25.0% in Q1 2026, matching Q2 2024's trough level.
• Leverage (D/E) remains low and stable, ranging narrowly from 0.17 to 0.27 across all reported periods, with Q1 2026 at 0.20.
• TTM NPM of 24.2% and TTM ROIC of 33.5% indicate the full-year underlying business remains solidly profitable despite quarterly volatility.
⚠ Q1 weakness (ROE 10.2%, ROIC 15.9%) mirrors Q1 2025 losses — monitor whether this reflects a recurring seasonal catastrophe-loss pattern.
⚠ D/E spiked to 0.27 in Q1 2025 before reverting; any sustained leverage increase above that level warrants scrutiny.
⚠ Recovery pace in Q2 2026 will confirm whether the Q1 2026 dip is seasonal noise or a deteriorating underwriting trend.
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Top Institutional Holders of RNR
BlackRock, Inc.
$1.2B4,106,502 shSTATE FARM MUTUAL AUTOMOBILE INSURANCE CO
$713.1M2,399,303 shVANGUARD PORTFOLIO MANAGEMENT LLC
$680.7M2,290,265 shVANGUARD CAPITAL MANAGEMENT LLC
$582.6M1,960,158 shSTATE STREET CORP
$492.4M1,656,699 shBoston Partners
$479.1M1,611,764 shCapital World Investors
$439.5M1,478,491 shCapital International Investors
$339.6M1,142,558 shPolar Capital Holdings Plc
$332.9M1,119,889 shDIMENSIONAL FUND ADVISORS LP
$322.6M1,085,380 sh
| Fund | Value | Shares |
|---|---|---|
| BlackRock, Inc. | $1.2B | 4,106,502 |
| STATE FARM MUTUAL AUTOMOBILE INSURANCE CO | $713.1M | 2,399,303 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $680.7M | 2,290,265 |
| VANGUARD CAPITAL MANAGEMENT LLC | $582.6M | 1,960,158 |
| STATE STREET CORP | $492.4M | 1,656,699 |
| Boston Partners | $479.1M | 1,611,764 |
| Capital World Investors | $439.5M | 1,478,491 |
| Capital International Investors | $339.6M | 1,142,558 |
| Polar Capital Holdings Plc | $332.9M | 1,119,889 |
| DIMENSIONAL FUND ADVISORS LP | $322.6M | 1,085,380 |
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Is RNR a good stock to buy?
13F Pro's AI-powered analysis of RENAISSANCERE HOLDINGS LTD (RNR) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Financials sector (listed on NYSE). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for RNR are available on the RNR stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing.
Which hedge funds own RNR?
Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling RNR. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of RENAISSANCERE HOLDINGS LTD's investment landscape.