RENAISSANCERE HLDGS LTD RNR
COM · Common Stock · CUSIP G7496G103 · ISIN BMG7496G1033
- SectorFinancials
- IndustryFire, Marine & Casualty Insurance
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($17.4m this quarter). Holder counts are more reliable. Shares outstanding: 47.1m as of 2025-07-21, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $242.85. Options: 5 managers hold calls ($24.1m notional), 6 hold puts ($7.5m).
Trends to Q2 2025
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 320 |
| Q4 2022 | 357 |
| Q1 2023 | 382 |
| Q2 2023 | 405 |
| Q3 2023 | 387 |
| Q4 2023 | 389 |
| Q1 2024 | 437 |
| Q2 2024 | 432 |
| Q3 2024 | 446 |
| Q4 2024 | 476 |
| Q1 2025 | 491 |
| Q2 2025 | 492 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q3 2023 | 187 | 202 |
| Q4 2023 | 190 | 179 |
| Q1 2024 | 231 | 180 |
| Q2 2024 | 197 | 217 |
| Q3 2024 | 201 | 212 |
| Q4 2024 | 219 | 214 |
| Q1 2025 | 219 | 247 |
| Q2 2025 | 228 | 244 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2024 | $23.6m | $33.4m | 1.42 |
| Q4 2024 | $6.2m | $13.1m | 2.12 |
| Q1 2025 | $10.3m | $10.1m | 0.97 |
| Q2 2025 | $24.1m | $7.5m | 0.31 |
Biggest buyers
| PRICE T ROWE ASSOCIATES INC /MD/ | Added | +456.3k |
| GOLDMAN SACHS GROUP INC | Added | +216.9k |
| RIT CAPITAL PARTNERS PLC | New | +198.0k |
| DIMENSIONAL FUND ADVISORS LP | Added | +192.3k |
| JPMORGAN CHASE & CO | Added | +144.5k |
| Blackstone Inc. | New | +128.5k |
| Impax Asset Management Group plc | Added | +122.7k |
| BANK OF AMERICA CORP /DE/ | Added | +120.1k |
| GREAT LAKES ADVISORS, LLC | Added | +110.5k |
| D. E. Shaw & Co., Inc. | Added | +106.6k |
Biggest sellers
| Orbis Allan Gray Ltd | Reduced | -756.7k |
| Boston Partners | Reduced | -651.4k |
| Balyasny Asset Management L.P. | Sold out | -298.8k |
| Invesco Ltd. | Reduced | -230.8k |
| BlackRock, Inc. | Reduced | -201.0k |
| TWINBEECH CAPITAL LP | Sold out | -124.7k |
| VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. | Reduced | -107.2k |
| AQR CAPITAL MANAGEMENT LLC | Reduced | -103.7k |
| VANGUARD GROUP INC | Reduced | -98.4k |
| FIRST TRUST ADVISORS LP | Reduced | -92.9k |
Biggest calls
| Philadelphia Financial Management of San Francisco, LLC | New | $18.0m74.2k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $4.4m18.2k shares |
| CITADEL ADVISORS LLC | Reduced | $1.4m5.8k shares |
| SIMPLEX TRADING, LLC | Reduced | $218.0k900 shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $4.8m19.6k shares |
| CITADEL ADVISORS LLC | Reduced | $1.3m5.4k shares |
| JANE STREET GROUP, LLC | New | $874.4k3.6k shares |
| WOLVERINE TRADING, LLC | Added | $338.0k1.4k shares |
| GROUP ONE TRADING LLC | Added | $194.3k800 shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| VANGUARD PORTFOLIO MANAGEMENT LLC 13G · institution new · filed 2026-04-28 | 5.3% |
| VANGUARD CAPITAL MANAGEMENT LLC 13G · institution new · filed 2026-04-28 | 5.3% |
| STATE FARM MUTUAL AUTOMOBILE INSURANCE CO 13G · institution filed 2025-10-15 | 5.1% |
Fell to 5% or below in the last year: Capital World Investors (3.4%, 2026-05-14), VANGUARD GROUP INC (0.0%, 2026-03-26; now reported by VANGUARD PORTFOLIO MANAGEMENT LLC), PRICE T ROWE ASSOCIATES INC /MD/ (4.1%, 2026-02-17)
Insider purchases and sales in Q2 2025
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q3 2023 | 0 | — | 0 | — | — |
| Q4 2023 | 1 | $2.9k | 2 | $1.8m | $1.8m |
| Q1 2024 | 0 | — | 3 | $1.3m | $351.0k |
| Q2 2024 | 0 | — | 1 | $445.4k | — |
| Q3 2024 | 0 | — | 2 | $1.4m | $880.0k |
| Q4 2024 | 0 | — | 2 | $989.0k | $989.0k |
| Q1 2025 | 0 | — | 1 | $254.2k | $254.2k |
| Q2 2025 | 0 | — | 1 | $3.5m | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2025-05-08 | Fraser James Christopher SVP, Chief Accounting Officer | Sold | $3.4m13.7k shares |
| 2025-05-07 | Fraser James Christopher SVP, Chief Accounting Officer | Sold | $82.8k332 shares |
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q2 2025
| Manager | Shares | Change |
|---|---|---|
| VANGUARD GROUP INC 0.02% of their portfolio | 5.1m $1.2bn | Reduced -98.4k |
| BlackRock, Inc. 0.02% of their portfolio | 4.4m $1.1bn | Reduced -201.0k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.08% of their portfolio | 3.0m $717.1m | Added +456.3k |
| Capital World Investors 0.09% of their portfolio | 2.6m $641.7m | Reduced -62.8k |
| STATE FARM MUTUAL AUTOMOBILE INSURANCE CO 0.52% of their portfolio | 2.4m $582.8m | Unchanged |
| STATE STREET CORP 0.02% of their portfolio | 1.9m $452.1m | Reduced -61.6k |
| Bank of New York Mellon Corp 0.08% of their portfolio | 1.8m $432.6m | Reduced -70.6k |
| Boston Partners 0.39% of their portfolio | 1.5m $353.4m | Reduced -651.4k |
| Polar Capital Holdings Plc 1.74% of their portfolio | 1.4m $332.2m | Added +14.2k |
| AMERICAN INTERNATIONAL GROUP, INC. 7.35% of their portfolio | 1.3m $321.2m | Unchanged |
| Impax Asset Management Group plc 1.70% of their portfolio | 1.2m $295.5m | Added +122.7k |
| COOKE & BIELER LP 2.88% of their portfolio | 1.2m $287.6m | Reduced -63.8k |
| FIL Ltd 0.21% of their portfolio | 1.0m $248.4m | Reduced -9.1k |
| Orbis Allan Gray Ltd 1.17% of their portfolio | 991.5k $240.8m | Reduced -756.7k |
| DIMENSIONAL FUND ADVISORS LP 0.05% of their portfolio | 955.5k $232.1m | Added +192.3k |
| GEODE CAPITAL MANAGEMENT, LLC 0.02% of their portfolio | 890.8k $216.4m | Reduced -27.1k |
| BANK OF AMERICA CORP /DE/ 0.02% of their portfolio | 803.5k $195.2m | Added +120.1k |
| Invesco Ltd. 0.02% of their portfolio | 582.7k $141.5m | Reduced -230.8k |
| EARNEST PARTNERS LLC 0.63% of their portfolio | 579.4k $140.7m | Added +868 |
| NORGES BANK 0.02% of their portfolio | 574.5k $139.5m | Reduced -20.3k |
| NORTHERN TRUST CORP 0.02% of their portfolio | 496.5k $120.6m | Reduced -56.8k |
| LORD, ABBETT & CO. LLC 0.36% of their portfolio | 465.1k $113.0m | Reduced -1.7k |
| GREAT LAKES ADVISORS, LLC 0.89% of their portfolio | 437.0k $106.1m | Added +110.5k |
| MORGAN STANLEY 0.01% of their portfolio | 427.0k $103.7m | Reduced -47.7k |
| SRB CORP 6.14% of their portfolio | 421.7k $102.4m | Unchanged |
| Verition Fund Management LLC 0.48% of their portfolio | 342.3k $83.1m | Added +18.1k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio | 334.3k $81.2m | Added +3.1k |
| GOLDMAN SACHS GROUP INC 0.01% of their portfolio | 274.1k $66.6m | Added +216.9k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 239.3k $58.1m | Added +144.5k |
| FIRST TRUST ADVISORS LP 0.05% of their portfolio | 233.8k $56.8m | Reduced -92.9k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% of their portfolio | 222.3k $54.0m | Added +12.5k |
| JENNISON ASSOCIATES LLC 0.03% of their portfolio | 218.9k $53.2m | Reduced -8.9k |
| SEI INVESTMENTS CO 0.06% of their portfolio | 203.3k $49.4m | Added +10.6k |
| Nuveen, LLC 0.01% of their portfolio | 201.1k $48.8m | Reduced -24.3k |
| RIT CAPITAL PARTNERS PLC 6.72% of their portfolio | 198.0k $48.1m | New |
| California Public Employees Retirement System 0.03% of their portfolio | 195.1k $47.4m | Reduced -38.4k |
| TimesSquare Capital Management, LLC 0.63% of their portfolio | 180.0k $43.7m | Reduced -7.4k |
| T. Rowe Price Investment Management, Inc. 0.03% of their portfolio | 178.8k $43.4m | Added +30.2k |
| MACKENZIE FINANCIAL CORP 0.05% of their portfolio | 167.4k $40.7m | Added +88.4k |
| Legal & General Group Plc 0.01% of their portfolio | 164.2k $39.9m | Reduced -13.6k |
| AQR CAPITAL MANAGEMENT LLC 0.03% of their portfolio | 156.0k $37.8m | Reduced -103.7k |
| TCTC Holdings, LLC 1.17% of their portfolio | 150.0k $36.4m | Unchanged |
| AMERICAN CENTURY COMPANIES INC 0.02% of their portfolio | 144.8k $35.2m | Added +33.9k |
| Davis Selected Advisers 0.19% of their portfolio | 143.1k $34.8m | Reduced -734 |
| D. E. Shaw & Co., Inc. 0.03% of their portfolio | 140.5k $34.1m | Added +106.6k |
| VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. 0.32% of their portfolio | 138.8k $33.7m | Reduced -107.2k |
| ProShare Advisors LLC 0.07% of their portfolio | 138.4k $33.6m | Added +17.8k |
| AMERIPRISE FINANCIAL INC 0.01% of their portfolio | 137.8k $33.5m | Added +70.6k |
| Northwest & Ethical Investments L.P. 0.78% of their portfolio | 129.9k $31.6m | Added +36.0k |
| Blackstone Inc. 0.14% of their portfolio | 128.5k $31.2m | New |
| RHUMBLINE ADVISERS 0.03% of their portfolio | 125.1k $30.4m | Reduced -11.9k |
| ROYCE & ASSOCIATES LP 0.29% of their portfolio | 114.9k $27.9m | Reduced -5.1k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 110.8k $26.9m | Added +103.5k |
| PRINCIPAL FINANCIAL GROUP INC 0.01% of their portfolio | 110.3k $26.8m | Reduced -3.2k |
| PhiloSmith Capital Corp 7.35% of their portfolio | 108.8k $26.4m | Unchanged |
| Retirement Systems of Alabama 0.09% of their portfolio | 106.7k $25.9m | Reduced -5.4k |
| ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio | 106.2k $25.8m | Added +328 |
| NEW YORK STATE COMMON RETIREMENT FUND 0.03% of their portfolio | 106.1k $25.8m | Reduced -1.9k |
| Diamond Hill Capital Management, LLC (Investment Advisor) 0.11% of their portfolio | 102.8k $25.0m | Reduced -17.3k |
| Formuepleje A/S 1.39% of their portfolio | 101.6k $24.4m | Unchanged |
| JANE STREET GROUP, LLC 0.04% of their portfolio | 101.0k $24.5m | Added +26.8k |
| Swiss National Bank 0.01% of their portfolio | 93.6k $22.7m | Reduced -7.1k |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.08% of their portfolio | 93.2k $22.6m | New |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 89.1k $21.6m | Added +9.9k |
| CITADEL ADVISORS LLC 0.02% of their portfolio | 88.8k $21.6m | Reduced -57.3k |
| South Dakota Investment Council 0.41% of their portfolio | 87.7k $21.3m | Reduced -2.1k |
| UBS Group AG 0.00% of their portfolio | 80.3k $19.5m | Reduced -28.0k |
| ASSETMARK, INC 0.05% of their portfolio | 80.2k $19.5m | Added +3.9k |
| Fisher Asset Management, LLC 0.01% of their portfolio | 79.3k $19.3m | Reduced -3.0k |
| WESTWOOD HOLDINGS GROUP INC 0.14% of their portfolio | 78.8k $19.1m | Reduced -4.1k |
| Markel Group Inc. 0.14% of their portfolio | 70.0k $17.0m | Unchanged |
| Nepsis Inc. 4.50% of their portfolio | 66.5k $16.1m | Reduced -13.9k |
| ALPS ADVISORS INC 0.09% of their portfolio | 61.6k $15.0m | Reduced -438 |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 61.5k $14.9m | Reduced -8.4k |
| TUDOR INVESTMENT CORP ET AL 0.11% of their portfolio | 61.0k $14.8m | Reduced -44.8k |
| RENAISSANCE TECHNOLOGIES LLC 0.02% of their portfolio | 60.7k $14.7m | New |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC 0.39% of their portfolio | 59.8k $14.5m | Reduced -7.7k |
| LAZARD ASSET MANAGEMENT LLC 0.02% of their portfolio | 57.5k $14.0m | Added +23.3k |
| Treasurer of the State of North Carolina 0.04% of their portfolio | 54.3k $13.2m | Added +19.6k |
| MILLENNIUM MANAGEMENT LLC 0.01% of their portfolio | 52.9k $12.9m | Reduced -10.8k |
| STATE OF WISCONSIN INVESTMENT BOARD 0.03% of their portfolio | 52.7k $12.8m | Reduced -10.3k |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.03% of their portfolio | 50.0k $12.1m | Reduced -200 |
| BANK OF MONTREAL /CAN/ 0.01% of their portfolio | 47.1k $11.4m | Added +7.1k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio | 45.9k $11.1m | Reduced -3.3k |
| W1M Investment Management Ltd 0.15% of their portfolio | 45.3k $11.0m | Added +2.4k |
| Connor, Clark & Lunn Investment Management Ltd. 0.04% of their portfolio | 43.4k $10.6m | Added +12.5k |
| TWO SIGMA INVESTMENTS, LP 0.02% of their portfolio | 40.5k $9.8m | Added +37.0k |
| MARTINGALE ASSET MANAGEMENT L P 0.24% of their portfolio | 40.1k $9.7m | Reduced -9.5k |
| Point72 Asset Management, L.P. 0.02% of their portfolio | 38.2k $9.3m | Added +11.0k |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.02% of their portfolio | 37.9k $9.2m | Added +170 |
| INTECH INVESTMENT MANAGEMENT LLC 0.09% of their portfolio | 37.7k $9.2m | Reduced -19.9k |
| Philadelphia Financial Management of San Francisco, LLC 2.01% of their portfolio | 37.3k $9.0m | Reduced -6.9k |
| CANADA LIFE ASSURANCE Co 0.01% of their portfolio | 36.7k $8.9m | Reduced -1.4k |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.01% of their portfolio | 35.7k $8.7m | Reduced -1.2k |
| RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio | 35.2k $8.6m | Reduced -2.0k |
| STOREBRAND ASSET MANAGEMENT AS 0.02% of their portfolio | 34.8k $8.5m | Unchanged |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.02% of their portfolio | 34.4k $8.4m | New |
| STRS OHIO 0.03% of their portfolio | 32.3k $7.9m | Added +5.1k |
| Brandywine Global Investment Management, LLC 0.05% of their portfolio | 29.0k $7.1m | Reduced -648 |
| Aberdeen Group plc 0.01% of their portfolio | 29.0k $7.0m | Added +1.7k |