RENAISSANCERE HOLDINGS LTD
In the published model solve dated 2026-Q2, anchored at $323.59, RENAISSANCERE HOLDINGS LTD (RNR) is priced for 9.2% return on equity. boothcheck publishes no house fair value, target price, or buy/sell rating; individual model outputs and user-controlled scenarios are analytical inputs, not Boothcheck targets. The narrative was composed June 28, 2026 from SEC EDGAR filings.
• RenaissanceRe is a property-catastrophe and casualty-specialty reinsurer, a business that prices the tail risk other insurers want off their books, so its earnings are lumpy by design: superb in light-catastrophe years, exposed in heavy ones. • The current setup is favorable and the price reflects little of it: the stock trades around 1.2 times book while the company has recently earned a return on equity near 24 percent, sitting in the lower half of its peer group's price-to-book. • Watch the
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537 institutional managers reported holding RNR in 13F filings for the quarter ended 2026-03-31. 62 opened new positions that quarter. Held by Vanguard Group, BlackRock, State Street, among others. On the short side, 1.6M shares were sold short as of the 2026-06-15 count, about 4% of shares outstanding (4.7 days of typical volume to cover).
Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.
RNR has cut its share count 11.9% over the past five years, spending $3.33B on repurchases. It pays a dividend, and has paid one every year in our records (17 and counting); the current rate is $1.28 a share annually. Cash returned over the past three years: $212.42M in dividends and $2.62B in repurchases.
Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.
Open-market insider buys at RNR over the trailing three years: 2023: 1 buy totaling $3k. 17 officers and directors are on file.
Code P open-market purchases from SEC Form 4 filings, non-derivative, excluding scheduled 10b5-1 plans. Nothing here is investment advice.
RNR's recent reports: the day-one move, then what the following quarter actually did.
| report | day one | next quarter |
|---|---|---|
| 2023-07-27 | -0.4% | +7.0% |
| 2023-11-03 | -9.2% | -2.3% |
| 2024-02-22 | +6.7% | -2.1% |
| 2024-05-02 | -1.5% | -2.9% |
Day-one is the close-to-close move around the filing. Nothing here is investment advice.
RNR's latest 8-K filings: 2026-07-22 (items 2.02, 9.01); 2026-05-14 (items 5.02, 7.01, 9.01); 2026-05-06 (items 5.02, 5.07, 9.01); 2026-04-28 (items 2.02, 9.01); 2026-02-03 (items 2.02, 9.01).
Item codes are the SEC's own classification of what each report discloses. Dates link to the filing on EDGAR. Nothing here is investment advice.
Model solve date: 2026-Q2
Narrative composed: June 28, 2026
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For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.