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 ($127.3m this quarter). Holder counts are more reliable. Shares outstanding: 42.6m as of 2026-04-24, 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 ≈ $289.10. Options: 4 managers hold calls ($4.5m notional), 3 hold puts ($4.2m).
Trends to Q1 2026
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 |
| Q1 2026 | 564 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| 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 |
| Q1 2026 | 261 | 257 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q2 2025 | $24.1m | $7.5m | 0.31 |
| Q3 2025 | $12.1m | $6.9m | 0.57 |
| Q4 2025 | $4.4m | $4.6m | 1.05 |
| Q1 2026 | $4.5m | $4.2m | 0.92 |
Biggest buyers
| Capital International Investors | New | +1.1m |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | Added | +266.2k |
| Qube Research & Technologies Ltd | Added | +249.0k |
| Boston Partners | Added | +188.3k |
| Lightrock Netherlands B.V. | Added | +160.9k |
| GQG Partners LLC | Added | +115.5k |
| FRANKLIN RESOURCES INC | Added | +114.9k |
| Robeco Institutional Asset Management B.V. | Added | +110.0k |
| JENNISON ASSOCIATES LLC | Added | +98.4k |
| Allianz Asset Management GmbH | Added | +83.7k |
Biggest sellers
| PRICE T ROWE ASSOCIATES INC /MD/ | Reduced | -1.1m |
| Capital World Investors | Reduced | -1.1m |
| Impax Asset Management Group plc | Reduced | -332.2k |
| COOKE & BIELER LP | Reduced | -253.5k |
| Egerton Capital (UK) LLP | Reduced | -173.3k |
| Polar Capital Holdings Plc | Reduced | -160.0k |
| GOLDMAN SACHS GROUP INC | Reduced | -145.6k |
| Verition Fund Management LLC | Reduced | -134.3k |
| T. Rowe Price Investment Management, Inc. | Reduced | -109.9k |
| FIL Ltd | Reduced | -105.6k |
Biggest calls
| CITADEL ADVISORS LLC | Added | $2.3m7.6k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $1.9m6.4k shares |
| IMC-Chicago, LLC | New | $356.7k1.2k shares |
| SIMPLEX TRADING, LLC | New | $29.7k100 shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $2.2m7.5k shares |
| Dockside LLC | New | $1.7m5.7k shares |
| IMC-Chicago, LLC | New | $237.8k800 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 Q1 2026
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 |
|---|---|---|---|---|---|
| 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 | — | — |
| Q1 2026 | 0 | — | 2 | $7.5m | $6.0m |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-02-06 | Qutub Robert EVP, Chief Financial Officer | Sold | $1.5m5.0k shares |
| 2026-02-05 | Curtis Ross EVP,Chief Portfolio Officer | Sold plan | $1.5m5.0k shares |
| 2026-02-04 | Curtis Ross EVP,Chief Portfolio Officer | Sold plan | $4.4m15.0k 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, Q1 2026
| Manager | Shares | Change |
|---|---|---|
| BlackRock, Inc. 0.02% of their portfolio | 4.1m $1.2bn | Reduced -41.2k |
| STATE FARM MUTUAL AUTOMOBILE INSURANCE CO 0.56% of their portfolio | 2.4m $713.1m | Unchanged |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.04% of their portfolio | 2.3m $680.7m | First filing |
| VANGUARD CAPITAL MANAGEMENT LLC 0.01% of their portfolio | 2.0m $582.6m | First filing |
| STATE STREET CORP 0.02% of their portfolio | 1.7m $492.4m | Reduced -80.3k |
| Boston Partners 0.50% of their portfolio | 1.6m $479.1m | Added +188.3k |
| Capital World Investors 0.06% of their portfolio | 1.5m $439.5m | Reduced -1.1m |
| Lightrock Netherlands B.V. 3.49% of their portfolio | 1.2m $16.3m | Added +160.9k |
| Capital International Investors 0.08% of their portfolio | 1.1m $339.6m | New |
| Polar Capital Holdings Plc 1.45% of their portfolio | 1.1m $332.9m | Reduced -160.0k |
| DIMENSIONAL FUND ADVISORS LP 0.07% of their portfolio | 1.1m $322.6m | Added +52.4k |
| GEODE CAPITAL MANAGEMENT, LLC 0.02% of their portfolio | 944.9k $280.9m | Added +70.8k |
| FIL Ltd 0.21% of their portfolio | 922.1k $274.1m | Reduced -105.6k |
| COOKE & BIELER LP 2.83% of their portfolio | 842.3k $250.4m | Reduced -253.5k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.03% of their portfolio | 804.0k $239.0m | Reduced -1.1m |
| Orbis Allan Gray Ltd 0.81% of their portfolio | 648.5k $192.7m | Added +13.5k |
| Impax Asset Management Group plc 1.32% of their portfolio | 637.7k $189.5m | Reduced -332.2k |
| Invesco Ltd. 0.02% of their portfolio | 578.0k $171.8m | Added +57.3k |
| BANK OF AMERICA CORP /DE/ 0.01% of their portfolio | 575.2k $171.0m | Reduced -5.8k |
| EARNEST PARTNERS LLC 0.65% of their portfolio | 529.9k $157.5m | Reduced -24.1k |
| AQR CAPITAL MANAGEMENT LLC 0.07% of their portfolio | 505.4k $150.1m | Reduced -36.5k |
| GQG Partners LLC 0.24% of their portfolio | 502.3k $149.3m | Added +115.5k |
| NORTHERN TRUST CORP 0.02% of their portfolio | 448.1k $133.2m | Reduced -4.3k |
| Bank of New York Mellon Corp 0.02% of their portfolio | 447.4k $133.0m | Reduced -1.5k |
| MORGAN STANLEY 0.01% of their portfolio | 409.7k $121.8m | Reduced -41.3k |
| SRB CORP 7.09% of their portfolio | 388.5k $115.5m | Reduced -31.6k |
| GREAT LAKES ADVISORS, LLC 0.94% of their portfolio | 383.4k $114.0m | Reduced -99.3k |
| JENNISON ASSOCIATES LLC 0.07% of their portfolio | 340.6k $101.2m | Added +98.4k |
| Egerton Capital (UK) LLP 1.05% of their portfolio | 317.3k $94.3m | Reduced -173.3k |
| Robeco Institutional Asset Management B.V. 0.13% of their portfolio | 305.9k $90.9m | Added +110.0k |
| AMERIPRISE FINANCIAL INC 0.02% of their portfolio | 304.9k $90.6m | Added +7.6k |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.03% of their portfolio | 304.0k $90.4m | Added +266.2k |
| Qube Research & Technologies Ltd 0.12% of their portfolio | 295.1k $87.7m | Added +249.0k |
| Nuveen, LLC 0.02% of their portfolio | 288.7k $85.8m | Added +71.6k |
| LORD, ABBETT & CO. LLC 0.27% of their portfolio | 278.6k $82.8m | Reduced -61.9k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio | 277.2k $82.4m | Added +2.6k |
| VANGUARD FIDUCIARY TRUST CO 0.02% of their portfolio | 270.0k $80.3m | First filing |
| Davis Selected Advisers 0.35% of their portfolio | 257.2k $76.4m | Added +27.5k |
| SEI INVESTMENTS CO 0.07% of their portfolio | 252.4k $75.0m | Added +25.4k |
| MACKENZIE FINANCIAL CORP 0.09% of their portfolio | 241.9k $71.9m | Added +20.8k |
| CITADEL ADVISORS LLC 0.04% of their portfolio | 194.3k $57.8m | Reduced -81.8k |
| AMERICAN CENTURY COMPANIES INC 0.03% of their portfolio | 190.5k $56.6m | Added +12.8k |
| FRANKLIN RESOURCES INC 0.01% of their portfolio | 184.0k $54.7m | Added +114.9k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% of their portfolio | 182.8k $54.3m | Added +21.6k |
| GOLDMAN SACHS GROUP INC 0.01% of their portfolio | 179.0k $53.2m | Reduced -145.6k |
| Point72 Asset Management, L.P. 0.09% of their portfolio | 167.3k $49.7m | Added +4.8k |
| TCTC Holdings, LLC 1.27% of their portfolio | 150.0k $44.6m | Unchanged |
| RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio | 148.3k $44.1m | Reduced -5.1k |
| JANE STREET GROUP, LLC 0.05% of their portfolio | 141.3k $42.0m | Added +19.2k |
| T. Rowe Price Investment Management, Inc. 0.03% of their portfolio | 139.0k $41.3m | Reduced -109.9k |
| Verition Fund Management LLC 0.38% of their portfolio | 132.7k $39.5m | Reduced -134.3k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.02% of their portfolio | 127.7k $38.0m | Added +38.9k |
| UBS Group AG 0.01% of their portfolio | 119.3k $35.5m | Reduced -17.4k |
| ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio | 117.6k $34.9m | Added +6.7k |
| RHUMBLINE ADVISERS 0.03% of their portfolio | 114.3k $34.0m | Reduced -2.3k |
| California Public Employees Retirement System 0.02% of their portfolio | 112.4k $33.4m | Reduced -17.2k |
| D. E. Shaw & Co., Inc. 0.03% of their portfolio | 109.1k $32.4m | Reduced -61.6k |
| PhiloSmith Capital Corp 9.22% of their portfolio | 108.8k $32.3m | Unchanged |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 104.8k $31.0m | Added +8.8k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.04% of their portfolio | 102.8k $30.6m | Reduced -1.4k |
| FIRST TRUST ADVISORS LP 0.02% of their portfolio | 100.0k $29.7m | Reduced -70.3k |
| Allianz Asset Management GmbH 0.03% of their portfolio | 98.3k $29.2m | Added +83.7k |
| PRINCIPAL FINANCIAL GROUP INC 0.02% of their portfolio | 97.1k $28.9m | Reduced -2.0k |
| ProShare Advisors LLC 0.04% of their portfolio | 94.8k $28.2m | Reduced -41.8k |
| Swiss National Bank 0.02% of their portfolio | 91.2k $27.1m | Reduced -1.6k |
| PANAGORA ASSET MANAGEMENT INC 0.10% of their portfolio | 89.6k $26.6m | Reduced -266 |
| Arbejdsmarkedets Tillaegspension 0.64% of their portfolio | 86.1k $25.6m | Reduced -2.2k |
| LAZARD ASSET MANAGEMENT LLC 0.04% of their portfolio | 84.1k $25.0m | Reduced -10.1k |
| Bridgewater Associates, LP 0.11% of their portfolio | 82.2k $24.4m | Reduced -34.5k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 81.1k $24.1m | Added +6.6k |
| Gillson Capital LP 1.89% of their portfolio | 77.6k $23.1m | New |
| WESTWOOD HOLDINGS GROUP INC 0.17% of their portfolio | 77.5k $23.0m | Added +131 |
| Diamond Hill Capital Management, LLC (Investment Advisor) 0.14% of their portfolio | 74.3k $22.1m | Reduced -14.8k |
| Northwest & Ethical Investments L.P. 0.51% of their portfolio | 74.1k $22.0m | Reduced -45.7k |
| ASSETMARK, INC 0.04% of their portfolio | 74.0k $22.0m | Added +959 |
| Fisher Asset Management, LLC 0.01% of their portfolio | 71.5k $21.2m | Reduced -1.5k |
| Gotham Asset Management, LLC 0.06% of their portfolio | 70.5k $20.9m | Added +35.2k |
| ALLIANCEBERNSTEIN L.P. 0.01% of their portfolio | 70.3k $19.8m | Reduced -8.1k |
| Markel Group Inc. 0.17% of their portfolio | 70.0k $20.8m | Unchanged |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.02% of their portfolio | 68.2k $20.3m | Added +16.7k |
| ROYCE & ASSOCIATES LP 0.19% of their portfolio | 65.0k $19.3m | Reduced -19.5k |
| Russell Investments Group, Ltd. 0.02% of their portfolio | 62.8k $18.7m | Added +31.0k |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.07% of their portfolio | 62.3k $18.5m | Reduced -6.8k |
| Legal & General Group Plc 0.00% of their portfolio | 61.5k $18.3m | Reduced -9.3k |
| LOS ANGELES CAPITAL MANAGEMENT LLC 0.07% of their portfolio | 60.8k $18.1m | Reduced -33.0k |
| FMR LLC 0.00% of their portfolio | 59.5k $17.7m | Added +38.9k |
| VICTORY CAPITAL MANAGEMENT INC 0.01% of their portfolio | 57.5k $17.1m | Added +24.5k |
| Nepsis Inc. 5.70% of their portfolio | 57.2k $17.0m | Reduced -1.5k |
| Treasurer of the State of North Carolina 0.05% of their portfolio | 54.7k $16.3m | Added +3.9k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.02% of their portfolio | 53.7k $16.0m | Added +8.0k |
| Retirement Systems of Alabama 0.05% of their portfolio | 53.3k $15.8m | Reduced -2.0k |
| SEB Asset Management AB 0.07% of their portfolio | 52.7k $15.6m | First filing |
| MARTINGALE ASSET MANAGEMENT L P 0.38% of their portfolio | 51.6k $15.4m | Added +4.9k |
| ACADIAN ASSET MANAGEMENT LLC 0.02% of their portfolio | 47.9k $14.2m | Added +3.9k |
| Engineers Gate Manager LP 0.18% of their portfolio | 47.8k $14.2m | Reduced -23.1k |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.03% of their portfolio | 47.7k $14.2m | Reduced -4.7k |
| LSV ASSET MANAGEMENT 0.03% of their portfolio | 47.3k $14.0m | Added +36.8k |
| South Dakota Investment Council 0.27% of their portfolio | 46.9k $13.9m | Reduced -3.6k |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.01% of their portfolio | 43.5k $12.9m | Added +29.4k |
| BANK OF MONTREAL /CAN/ 0.01% of their portfolio | 41.8k $12.4m | Reduced -6.6k |