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 ($84.6m this quarter). Holder counts are more reliable. Shares outstanding: 43.5m as of 2026-02-06, 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 ≈ $274.87. Options: 3 managers hold calls ($4.4m notional), 4 hold puts ($4.6m).
Trends to Q4 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 |
| Q3 2025 | 503 |
| Q4 2025 | 548 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q1 2024 | 231 | 180 |
| Q2 2024 | 197 | 217 |
| Q3 2024 | 201 | 212 |
| Q4 2024 | 219 | 214 |
| Q1 2025 | 219 | 247 |
| Q2 2025 | 228 | 244 |
| Q3 2025 | 244 | 216 |
| Q4 2025 | 262 | 220 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q1 2025 | $10.3m | $10.1m | 0.97 |
| Q2 2025 | $24.1m | $7.5m | 0.31 |
| Q3 2025 | $12.1m | $6.9m | 0.57 |
| Q4 2025 | $4.4m | $4.6m | 1.05 |
Biggest buyers
| Lightrock Netherlands B.V. | Added | +996.3k |
| Orbis Allan Gray Ltd | New | +634.9k |
| Egerton Capital (UK) LLP | New | +490.6k |
| GQG Partners LLC | New | +386.9k |
| AQR CAPITAL MANAGEMENT LLC | Added | +144.9k |
| GOLDMAN SACHS GROUP INC | Added | +144.7k |
| Boston Partners | Added | +128.2k |
| RAYMOND JAMES FINANCIAL INC | Added | +124.1k |
| T. Rowe Price Investment Management, Inc. | Added | +114.1k |
| Robeco Institutional Asset Management B.V. | Added | +112.9k |
Biggest sellers
| AMERICAN INTERNATIONAL GROUP, INC. | Sold out | -1.3m |
| PRICE T ROWE ASSOCIATES INC /MD/ | Reduced | -980.9k |
| Bank of New York Mellon Corp | Reduced | -353.7k |
| Impax Asset Management Group plc | Reduced | -250.6k |
| JPMORGAN CHASE & CO | Reduced | -218.5k |
| MILLENNIUM MANAGEMENT LLC | Reduced | -170.0k |
| CITADEL ADVISORS LLC | Reduced | -147.4k |
| TWO SIGMA INVESTMENTS, LP | Reduced | -119.1k |
| Capital World Investors | Reduced | -102.4k |
| Invesco Ltd. | Reduced | -98.3k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $2.7m9.6k shares |
| CITADEL ADVISORS LLC | Reduced | $1.2m4.1k shares |
| JANE STREET GROUP, LLC | New | $534.2k1.9k shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $3.8m13.6k shares |
| CITADEL ADVISORS LLC | Reduced | $618.6k2.2k shares |
| GROUP ONE TRADING LLC | Reduced | $84.3k300 shares |
| SIMPLEX TRADING, LLC | Reduced | $84.3k300 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 Q4 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 |
|---|---|---|---|---|---|
| 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 | — |
| Q3 2025 | 0 | — | 2 | $1.6m | $237.4k |
| Q4 2025 | 0 | — | 0 | — | — |
None reported in Q4 2025.
Holders, Q4 2025
| Manager | Shares | Change |
|---|---|---|
| VANGUARD GROUP INC 0.02% of their portfolio | 4.7m $1.3bn | Reduced -55.8k |
| BlackRock, Inc. 0.02% of their portfolio | 4.1m $1.2bn | Reduced -82.8k |
| Capital World Investors 0.10% of their portfolio | 2.5m $716.2m | Reduced -102.4k |
| STATE FARM MUTUAL AUTOMOBILE INSURANCE CO 0.53% of their portfolio | 2.4m $674.6m | Unchanged |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.06% of their portfolio | 1.9m $531.7m | Reduced -980.9k |
| STATE STREET CORP 0.02% of their portfolio | 1.7m $488.4m | Reduced -38.6k |
| Boston Partners 0.41% of their portfolio | 1.4m $400.1m | Added +128.2k |
| Polar Capital Holdings Plc 1.64% of their portfolio | 1.3m $359.9m | Reduced -87.8k |
| COOKE & BIELER LP 3.21% of their portfolio | 1.1m $308.1m | Reduced -11.3k |
| DIMENSIONAL FUND ADVISORS LP 0.06% of their portfolio | 1.0m $290.5m | Added +31.6k |
| FIL Ltd 0.22% of their portfolio | 1.0m $288.9m | Reduced -30.5k |
| Lightrock Netherlands B.V. 3.01% of their portfolio | 1.0m $14.5m | Added +996.3k |
| Impax Asset Management Group plc 1.71% of their portfolio | 969.9k $272.7m | Reduced -250.6k |
| GEODE CAPITAL MANAGEMENT, LLC 0.02% of their portfolio | 874.1k $245.8m | Reduced -6.8k |
| Orbis Allan Gray Ltd 0.75% of their portfolio | 634.9k $178.5m | New |
| NORGES BANK 0.02% of their portfolio | 599.6k $168.6m | Not comparable |
| BANK OF AMERICA CORP /DE/ 0.01% of their portfolio | 581.0k $163.4m | Reduced -96.5k |
| EARNEST PARTNERS LLC 0.67% of their portfolio | 554.0k $155.8m | Reduced -13.3k |
| AQR CAPITAL MANAGEMENT LLC 0.08% of their portfolio | 541.9k $152.4m | Added +144.9k |
| Invesco Ltd. 0.01% of their portfolio | 520.7k $146.4m | Reduced -98.3k |
| Egerton Capital (UK) LLP 1.50% of their portfolio | 490.6k $137.9m | New |
| GREAT LAKES ADVISORS, LLC 1.11% of their portfolio | 482.7k $135.7m | Reduced -7.6k |
| NORTHERN TRUST CORP 0.02% of their portfolio | 452.4k $127.2m | Reduced -23.3k |
| MORGAN STANLEY 0.01% of their portfolio | 451.0k $126.8m | Reduced -9.3k |
| Bank of New York Mellon Corp 0.02% of their portfolio | 448.9k $126.2m | Reduced -353.7k |
| SRB CORP 6.48% of their portfolio | 420.1k $118.1m | Unchanged |
| GQG Partners LLC 0.18% of their portfolio | 386.9k $108.8m | New |
| LORD, ABBETT & CO. LLC 0.29% of their portfolio | 340.5k $95.7m | Reduced -70.7k |
| GOLDMAN SACHS GROUP INC 0.01% of their portfolio | 324.6k $91.3m | Added +144.7k |
| AMERIPRISE FINANCIAL INC 0.02% of their portfolio | 297.3k $83.6m | Added +112.9k |
| CITADEL ADVISORS LLC 0.05% of their portfolio | 276.1k $77.6m | Reduced -147.4k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio | 274.6k $77.2m | Reduced -3.1k |
| Verition Fund Management LLC 0.41% of their portfolio | 267.0k $75.1m | Reduced -33.1k |
| T. Rowe Price Investment Management, Inc. 0.03% of their portfolio | 248.9k $70.0m | Added +114.1k |
| JENNISON ASSOCIATES LLC 0.04% of their portfolio | 242.2k $68.1m | Added +1.5k |
| Davis Selected Advisers 0.29% of their portfolio | 229.7k $64.6m | Added +86.6k |
| SEI INVESTMENTS CO 0.06% of their portfolio | 227.0k $63.8m | Added +1.2k |
| MACKENZIE FINANCIAL CORP 0.07% of their portfolio | 221.1k $62.6m | Reduced -3.7k |
| Nuveen, LLC 0.02% of their portfolio | 217.2k $61.1m | Added +17.8k |
| Robeco Institutional Asset Management B.V. 0.08% of their portfolio | 196.0k $55.1m | Added +112.9k |
| AMERICAN CENTURY COMPANIES INC 0.03% of their portfolio | 177.7k $50.0m | Added +13.3k |
| D. E. Shaw & Co., Inc. 0.04% of their portfolio | 170.7k $48.0m | Added +18.7k |
| FIRST TRUST ADVISORS LP 0.03% of their portfolio | 170.3k $47.9m | Reduced -81.3k |
| Point72 Asset Management, L.P. 0.07% of their portfolio | 162.6k $45.7m | Added +37.9k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% of their portfolio | 161.2k $45.3m | Reduced -13.8k |
| RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio | 153.4k $43.1m | Added +124.1k |
| TCTC Holdings, LLC 1.26% of their portfolio | 150.0k $42.2m | Unchanged |
| UBS Group AG 0.01% of their portfolio | 136.7k $38.4m | Added +40.3k |
| ProShare Advisors LLC 0.07% of their portfolio | 136.6k $38.4m | Reduced -10.3k |
| California Public Employees Retirement System 0.02% of their portfolio | 129.6k $36.4m | Reduced -22.1k |
| JANE STREET GROUP, LLC 0.04% of their portfolio | 122.1k $34.3m | Reduced -36.4k |
| Northwest & Ethical Investments L.P. 0.76% of their portfolio | 119.8k $33.7m | Reduced -10.1k |
| Bridgewater Associates, LP 0.12% of their portfolio | 116.8k $32.8m | Added +4.8k |
| RHUMBLINE ADVISERS 0.03% of their portfolio | 116.5k $32.8m | Reduced -4.0k |
| ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio | 110.9k $31.2m | Added +5.6k |
| PhiloSmith Capital Corp 8.41% of their portfolio | 108.8k $30.6m | Unchanged |
| NEW YORK STATE COMMON RETIREMENT FUND 0.04% of their portfolio | 104.3k $29.3m | Added +387 |
| PRINCIPAL FINANCIAL GROUP INC 0.01% of their portfolio | 99.1k $27.9m | Reduced -5.4k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 95.9k $27.0m | Reduced -218.5k |
| LAZARD ASSET MANAGEMENT LLC 0.04% of their portfolio | 94.2k $26.5m | Added +18.7k |
| LOS ANGELES CAPITAL MANAGEMENT LLC 0.08% of their portfolio | 93.8k $23.9m | Added +19.0k |
| Swiss National Bank 0.02% of their portfolio | 92.8k $26.1m | Reduced -1.5k |
| PANAGORA ASSET MANAGEMENT INC 0.09% of their portfolio | 89.8k $25.3m | New |
| Diamond Hill Capital Management, LLC (Investment Advisor) 0.13% of their portfolio | 89.2k $25.1m | Reduced -30.1k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.01% of their portfolio | 88.8k $25.0m | New |
| Arbejdsmarkedets Tillaegspension 0.63% of their portfolio | 88.3k $24.8m | First filing |
| ROYCE & ASSOCIATES LP 0.24% of their portfolio | 84.5k $23.8m | Reduced -24.0k |
| ALLIANCEBERNSTEIN L.P. 0.01% of their portfolio | 78.5k $22.1m | Reduced -5.2k |
| WESTWOOD HOLDINGS GROUP INC 0.18% of their portfolio | 77.4k $21.8m | Reduced -11.2k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 74.5k $21.0m | Added +1.6k |
| ASSETMARK, INC 0.04% of their portfolio | 73.0k $20.5m | Reduced -5.7k |
| Fisher Asset Management, LLC 0.01% of their portfolio | 73.0k $20.5m | Reduced -4.3k |
| Engineers Gate Manager LP 0.24% of their portfolio | 70.9k $19.9m | Added +66.9k |
| Legal & General Group Plc 0.00% of their portfolio | 70.8k $19.9m | Reduced -9.0k |
| Markel Group Inc. 0.16% of their portfolio | 70.0k $19.7m | Unchanged |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.07% of their portfolio | 69.2k $19.4m | Reduced -6.7k |
| FRANKLIN RESOURCES INC 0.00% of their portfolio | 69.1k $19.4m | Added +11.2k |
| MILLENNIUM MANAGEMENT LLC 0.01% of their portfolio | 66.9k $18.8m | Reduced -170.0k |
| Formuepleje A/S 1.11% of their portfolio | 66.2k $18.6m | Reduced -36.0k |
| Brandywine Global Investment Management, LLC 0.11% of their portfolio | 60.6k $17.0m | Added +11.2k |
| Nepsis Inc. 5.10% of their portfolio | 58.7k $16.5m | Added +159 |
| HSBC HOLDINGS PLC 0.00% of their portfolio | 56.4k $15.9m | Added +55.6k |
| Retirement Systems of Alabama 0.05% of their portfolio | 55.3k $15.6m | Reduced -1.6k |
| TWO SIGMA INVESTMENTS, LP 0.02% of their portfolio | 55.2k $15.5m | Reduced -119.1k |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.03% of their portfolio | 52.4k $14.7m | Reduced -1.3k |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.02% of their portfolio | 51.5k $14.5m | Added +14.5k |
| Treasurer of the State of North Carolina 0.05% of their portfolio | 50.9k $14.3m | Reduced -1.9k |
| South Dakota Investment Council 0.27% of their portfolio | 50.4k $14.2m | Reduced -25.2k |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC 0.47% of their portfolio | 49.2k $13.8m | Added +16.7k |
| BANK OF MONTREAL /CAN/ 0.01% of their portfolio | 48.4k $13.6m | Added +266 |
| Freestone Grove Partners LP 0.10% of their portfolio | 47.2k $13.3m | New |
| Skandinaviska Enskilda Banken AB (publ) 0.05% of their portfolio | 47.1k $13.2m | Added +9.5k |
| MARTINGALE ASSET MANAGEMENT L P 0.33% of their portfolio | 46.7k $13.1m | Added +10.3k |
| STATE OF WISCONSIN INVESTMENT BOARD 0.03% of their portfolio | 46.4k $13.0m | Reduced -704 |
| Qube Research & Technologies Ltd 0.02% of their portfolio | 46.1k $13.0m | Added +38.1k |
| Empowered Funds, LLC 0.22% of their portfolio | 46.0k $12.9m | Added +1.5k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio | 45.7k $12.8m | Reduced -37 |
| ACADIAN ASSET MANAGEMENT LLC 0.02% of their portfolio | 44.1k $12.4m | Added +26.8k |
| Edgestream Partners, L.P. 0.33% of their portfolio | 41.2k $11.6m | Reduced -4.4k |
| RBF Capital, LLC 0.26% of their portfolio | 40.0k $11.2m | Added +20.0k |