RENAISSANCERE HOLDINGS LTD(RNR)Stock Analysis
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Rank #109 of 2,961 stocksTOP 5%
Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Nov 14, 2026.
RNR Stock Analysis & AI Quality Score
Data updated 2026-09-11AI stock analysis and institutional research for RENAISSANCERE HOLDINGS LTD (RNR), a Financials sector company. 13F Pro's AI-powered ranking engine scores RNR at 74.6/100 on a 32-signal composite quality model, placing it at rank #109 of 2,961 stocks — the top 5% of the AI-ranked universe. Based on the latest XBRL financial filings (Q2 2026), RENAISSANCERE HOLDINGS LTD reports quarterly revenue of $2.8B, net income of $663.1M, an operating margin of 40.4%. Top institutional holders of RNR by reported 13-F value include BlackRock, STATE FARM MUTUAL AUTOMOBILE INSURANCE, 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. RENAISSANCERE HOLDINGS LTD's 13F Pro composite quality score has ranged between 61 and 76 since 2026, currently 74.6 — a stable long-term trajectory across 48 quarterly and live scoring snapshots.
What's Driving RNR's Business? Latest 10-Q Breakdown
✓ 36/36 datapoints verifiedAI-extracted from RENAISSANCERE HOLDINGS LTD's 10-Q filed 2026-07-23 — Q2 FY2026 (six months ended June 30, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.
Net income of $956M (attributable to RenaissanceRe) on combined ratio of 72.9%, driven by lower catastrophe losses and $4.4B in net premiums earned despite 20% premium decline.
Biggest Revenue Drivers
Lower reinstatement premiums due to fewer large loss events in H1 2026 vs California Wildfires in H1 2025, plus rate and exposure reductions
Higher average invested assets and portfolio reallocation, though $234.5M allocated to noncontrolling interests
AI-extracted and verified against SEC EDGAR filing text. Not investment advice.
Revenue
Q2 2026
$2.8B
Net Income
Q2 2026
$663.1M
Operating Margin
Q2 2026
40.4%
ROIC
Q2 2026
31.6%
D/E Ratio
Q2 2026
0.20
Revenue & Net Income
Earnings Per Share
Key Financials Over Time
Export Financial Table · ProRevenue
+9.9% YoYNet Income
+43.4% YoYEPS (Diluted)
+59.1% YoYTotal Assets
+6.1% YoYTotal Debt
+23.5% YoYOp. Cash Flow
-11.3% YoY| Metric | FY 2025 | FY 2024 | FY 2023 | FY 2022 | FY 2021 | FY 2020 |
|---|---|---|---|---|---|---|
| Revenue | $12.85B +9.9% | $11.70B +28.0% | $9.13B +80.5% | $5.06B -4.1% | $5.28B +2.0% | $5.17B |
| Net Income | $2.68B +43.4% | $1.87B -27.0% | $2.56B +341.3% | $-1.06B -2542.8% | $-40.2M -105.3% | $762.4M |
| EPS (Diluted) | $56.03 +59.1% | $35.21 -32.6% | $52.27 +305.0% | $-25.50 -1524.2% | $-1.57 -110.3% | $15.31 |
| Total Assets | $53.80B +6.1% | $50.71B +3.5% | $49.01B +34.1% | $36.55B +7.6% | $33.96B +10.2% | $30.82B |
| Total Debt | $2.33B +23.5% | $1.89B -3.7% | $1.96B +67.3% | $1.17B +0.2% | $1.17B +2.8% | $1.14B |
| Operating Cash Flow | $3.69B -11.3% | $4.16B +117.9% | $1.91B +19.2% | $1.60B +29.9% | $1.23B -38.0% | $1.99B |
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Available Research
13F Pro tracks comprehensive data for RENAISSANCERE HOLDINGS LTD including:
Top Institutional Holders of RNR
BlackRock, Inc.
$1.3B4,164,482 shSTATE FARM MUTUAL AUTOMOBILE INSURANCE CO
$760.3M2,399,303 shVANGUARD PORTFOLIO MANAGEMENT LLC
$713.2M2,250,491 shVANGUARD CAPITAL MANAGEMENT LLC
$611.3M1,929,031 shMASSACHUSETTS FINANCIAL SERVICES CO /MA/
$542.8M397,796 shBoston Partners
$522.7M1,649,317 shSTATE STREET CORP
$510.6M1,611,141 shCapital World Investors
$497.6M1,570,107 shDIMENSIONAL FUND ADVISORS LP
$373.3M1,177,998 shCapital International Investors
$365.1M1,152,176 sh
| Fund | Value | Shares |
|---|---|---|
| BlackRock, Inc. | $1.3B | 4,164,482 |
| STATE FARM MUTUAL AUTOMOBILE INSURANCE CO | $760.3M | 2,399,303 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $713.2M | 2,250,491 |
| VANGUARD CAPITAL MANAGEMENT LLC | $611.3M | 1,929,031 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | $542.8M | 397,796 |
| Boston Partners | $522.7M | 1,649,317 |
| STATE STREET CORP | $510.6M | 1,611,141 |
| Capital World Investors | $497.6M | 1,570,107 |
| DIMENSIONAL FUND ADVISORS LP | $373.3M | 1,177,998 |
| Capital International Investors | $365.1M | 1,152,176 |
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Popular Research
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. RNR is classified as a large company.
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.