
What smart money is saying about RenaissanceRe Holdings
2 funds in our archive have pitched RenaissanceRe Holdings, most recently TCW Relative Value Mid Cap Fund in September 2025.
RenaissanceRe Holdings Ltd. provides reinsurance and insurance products in the United States and internationally. The company operates through Property, and Casualty and Specialty segments. The Property segment writes property catastrophe excess of loss reinsurance and excess of loss retrocessional reinsurance to insure insurance and reinsurance companies against natural and man-made catastrophes, including hurricanes, earthquakes, typhoons, and tsunamis, as well as claims arising from other natural and man-made catastrophes comprising winter storms, freezes, floods, fires, windstorms, tornadoes, explosions, and acts of terrorism; and other property class of products, such as proportional reinsurance, property per risk, property reinsurance, binding facilities, and regional U.S. multi-line reinsurance. The Casualty and Specialty segment writes various classes of products, such as directors and officers, medical malpractice, and professional indemnity; automobile and employer's liability, casualty clash, umbrella or excess casualty, workers' compensation, and general liability; financial and mortgage guaranty, political risk, surety, and trade credit; and accident and health, agriculture, aviation, cyber, energy, marine, satellite, and terrorism. The company distributes its products and services primarily through intermediaries. RenaissanceRe Holdings Ltd. was founded in 1993 and is headquartered in Pembroke, Bermuda.
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Position history
Between Q2 2025 and Q4 2025, 3 fund letters reported a position in RenaissanceRe Holdings, with 2 buys (opened or added).
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q4 2025 | 1 | 1 | 0 | 0 |
| Q3 2025 | 2 | 1 | 0 | 1 |
| Q2 2025 | 0 | 0 | 0 | 1 |
Bought and Sold count moves: the same sentence published by several funds of one house in a quarter counts once.
Fund activity · 3 positions · 2 moves
- New positionDavis Financial FundDecember 2025
“However, given their strong market performance during the year, we have trimmed our exposure to banks (primarily BNY Mellon, DBS and Danske) and redeployed that capital into property & casualty reinsurers (Everest Group and RenaissanceRe), select payments-related companies (Fiserv and Chime) and a family- controlled investment holding company, Exor.”
RenaissanceRe Holdings - New positionTCW Relative Value Mid Cap FundSeptember 2025
“RenaissanceRe Holdings (RNR; Financials) (1.36%**) MSCI ESG Score: Overall BBB RenaissanceRe, headquartered in Hamilton, Bermuda, is a property & casualty reinsurer with nearly $10 billion of net written premiums in 2024. At initiation, the stock had a market capitalization of $11.7 billion and meets all valuation factors save for dividend yield.”
RenaissanceRe Holdings - September 2025
“RenaissanceRe Holdings Ltd. provides reinsurance and insurance services. After a mixed quarter, we decided to redeploy the proceeds into stocks with better growth outlooks. Its share price was flat while held in the quarter.”
RenaissanceRe Holdings
Fund coverage · 2 theses
- TCW Relative Value Mid Cap FundSeptember 2025
RenaissanceRe Holdings is a financially sound reinsurer poised for growth through the integration of Validus Re, expected to enhance profitability and book value.
Read the full thesis - TCW Relative Value Mid Cap FundJune 2025
RenaissanceRe Holdings is a property and casualty reinsurer poised for growth through restructuring and integration of Validus Re, with strong historical performance and the potential for book value appreciation.
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