RNR · Renaissancere Holdings Ltd
Price & Indicators
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AI Brief
TL;DR.
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Ask ALVIS about this →Equibles Rating
blended score · not investment adviceBlended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance & track record
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders BuyIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
the company's own KPIs, from written earnings releases and filings| Metric | Latest | Period | YoY |
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| Adjusted combined ratio non-GAAP | 71.9% | Six months ended June 30, 2026 | — |
| Average invested assets | 35.82B | Six months ended June 30, 2026 | — |
| Book value per common share | $264.77 | June 30, 2026 | — |
| Casualty and Specialty Adjusted combined ratio non-GAAP | 102.3% | Q2 2026 | — |
| Casualty and Specialty Combined ratio | 103.3% | Q2 2026 | — |
| Change in Book Value per Common Share | 5.7% | Q2 2026 | — |
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| Combined ratio | 72.9% | Six months ended June 30, 2026 | -29.4% |
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| Management fee income | $96.07M | Six months ended June 30, 2026 | — |
| Net investment income | $432.49M | Three months ended June 30, 2026 | — |
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| Net investment income return - annualized | 5% | Three months ended June 30, 2026 | — |
| Operating income (loss) available (attributable) to RenaissanceRe common shareholders non-GAAP | 1.14B | Six months ended June 30, 2026 | +116.9% |
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| Operating income (loss) available (attributable) to RenaissanceRe common shareholders per common non-GAAP | $26.68 | Six months ended June 30, 2026 | — |
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| Operating return on average common equity - annualized non-GAAP | 20.1% | Three months ended June 30, 2026 | — |
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| Performance fee income | $81.09M | Six months ended June 30, 2026 | — |
| Property Segment Adjusted combined ratio non-GAAP | 26% | Q2 2026 | — |
| Property Segment Combined ratio | 27.1% | Q2 2026 | — |
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| Quarterly change in book value per common share plus change in accumulated dividends | 5.9% | Three months ended June 30, 2026 | — |
| Return on average common equity - annualized | 24% | Three months ended June 30, 2026 | — |
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| Tangible book value per common share non-GAAP | $247.66 | as of June 30, 2026 | — |
| Tangible book value per common share plus accumulated dividends non-GAAP | $278.16 | as of June 30, 2026 | — |
| Total fee income | $177.15M | Six months ended June 30, 2026 | — |
| Total investment return - annualized | 3.4% | Six months ended June 30, 2026 | — |
| Underwriting expense ratio | 30% | Three months ended June 30, 2026 | — |
| Underwriting income (loss) | 1.19B | Six months ended June 30, 2026 | — |
| Year to date change in book value per common share plus change in accumulated dividends | 7.5% | Six months ended June 30, 2026 | — |
| Year to date change in tangible book value per common share plus change in accumulated dividends non-GAAP | 8% | June 30, 2026 | — |
| Change in Tangible Book Value per Common Share Plus Change in Accum. Dividends non-GAAP | 1.7% | Q1 2026 | — |
| Fee income | $94.1M | Q1 2026 | — |
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| Annualized return on average common equity | 27.8% | Q4 2025 | — |
| Growth in book value per common share | 26.2% | Full Year 2025 | — |
| Growth in tangible book value per common share plus change in accumulated dividends | 30.8% | Full Year 2025 | — |
| Operating return on average common equity non-GAAP | 18.2% | Full Year 2025 | — |
| Return on average common equity | 25.9% | Full Year 2025 | — |
Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period
Versus peers
Insurance - Reinsurance — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
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RNR
this stock
Renaissancere Holdings Ltd
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$13.38B | +12.8% | +9.9% | — | 3.0% |
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RGA
Reinsurance Group Of America Inc
|
$15.80B | +18.3% | +7.2% | 10.6 | 1.2% |
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EG
Everest Group, Ltd.
|
$14.05B | +7.2% | +1.2% | 7.8 | 4.1% |
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SPNT
SiriusPoint Ltd
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$2.74B | +6.8% | +23.1% | 5.8 | 4.0% |
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HG
Hamilton Insurance Group, Ltd.
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$2.27B | +23.3% | +24.7% | — | 2.6% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| RNR | -0.1% | -0.8% | +6.3% | -0.9% | +12.8% |
| SPY | -0.4% | +2.9% | +11.6% | +3.0% | +12.8% |
| vs SPY | +0.4% | -3.7% | -5.3% | -3.8% | +0.1% |
Capital returns
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.