Macroeconomic conditionsmixed · 5 filings
“Due to these factors, we believe that our Company is generally “anti-correlated” to the current macroeconomic environment.”10-Q · Jul 23, 2026 ↗
RenaissanceRe Holdings Ltd.
RNR
Market read
RenaissanceRe Holdings Ltd.'s current read is isolated; its market group is not confirming.
No new filing conclusion is available. 0 of 6 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 5 directly disclosed connections are confirming.
Company-0.4% todayVolume comparison unavailable
Market group0 of 6 activeInsurance Companies · unavailable
Disclosed network0 of 5 confirmingNo filing-linked name is confirming now
What would change this read
Watch this read- RNR's market-adjusted activity becomes unusual and at least one connected name confirms.
Invalidation: The isolated read changes if RNR's group or a disclosed connection begins moving with it.
Research brief
The story so far
No new filing conclusion is available. 0 of 6 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 5 directly disclosed connections are confirming.
Evidence that supports
No thresholded supportive filing evidence is available yet.
Evidence that challenges
No thresholded adverse filing evidence is available yet.
What would clarify the read
- RNR's market-adjusted activity becomes unusual and at least one connected name confirms.
Company research
Understand the business, not just the ticker
Business model and earnings drivers
Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.
Key research questions
- Which operating variable is changing?
- Is that change durable, cyclical or one-off?
- What evidence would disprove the current interpretation?
Annual periods9
Price observations328
Usable filing statements67
Verified relationships5
Evidence supporting the case
- Latest annual revenue changed +9.9% year over year.
- Net margin changed +4.9 percentage points in the latest annual period.
Evidence challenging the case
No qualifying adverse evidence was identified; that is not proof there is no downside.
Questions before a position
No credible peer-relative valuation comparison is available yet.
Longer-term price context
Price as of Sep 11, 2026
325.286m+11.6%12m+36.4%24m—
Annual trajectory
Reported annual revenue and per-share history. This is accounting history, not a forecast.
PeriodRevenueYoYDiluted EPSShare change
2021-12-31$5.3B+2.0%$-1.57-0.0%
2022-12-31$5.1B-4.1%$-25.50-8.8%
2023-12-31$9.1B+80.5%$52.27+10.6%
2024-12-31$11.7B+28.0%$35.21+7.8%
2025-12-31$12.8B+9.9%$56.03-9.5%
What management says matters
Persistent and emerging business drivers
Credit and interest ratesmixed · 2 filings
“Cash flows used in financing activities Our cash flows used in financing activities in the six months ended June 30, 2025 were $627.1 million, and were principally the result of: • net outflows of $192.8 million primarily related to net third-party redeemable…”10-Q · Jul 23, 2026 ↗
Legal and regulatory exposurenegative · 1 filings
“The reduced collateral reinsurance trusts are subject to rules and regulations including but not limited to certain minimum capital funding requirements, investment guidelines, capital distribution restrictions and regulatory reporting requirements.”10-K · Feb 11, 2026 ↗
Pricing and mixnegative · 1 filings
“In addition, included in the incurred claims and claim expenses and cumulated paid claims and claim expenses tables below are reconciling items that represent the unamortized balance of fair value adjustments recorded in connection with the acquisition of TMR…”10-K · Feb 11, 2026 ↗
Valuation discipline
Peer-relative valuation withheld
Jodie found no industry-matched filing peers suitable for a valuation comparison. It will not substitute broader financial-sector names.
Scenario scaffold
Scenarios are withheld for Financial Services until sector-specific earnings and capital metrics are available; generic revenue/P/S scaffolds would be misleading.
Price action
How the market is pricing the story
325.28-0.4% today
Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 11 Sept, 15:55 GMT-4; this is a coverage limitation, not a flat-price conclusion.
Developments
No sourced recent-development timeline yet
Jodie has not returned a relevant primary source or news item for RNR. This is an evidence-coverage gap, not a conclusion that nothing material happened.
Business and financial condition
Reported financial figures are not available yet
Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.
Filing analysis
No comparable filing assessment is available yet
Jodie has not yet found a suitable current-versus-prior filing comparison for RNR. This does not mean the latest filing was neutral or immaterial.
Business ecosystem
The relationships behind RNR
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Depends on
GLDIFiling-linked namelenderFeb 11, 2026 ▾
“Unsecured Letter of Credit Facility with Credit Suisse RREAG, Renaissance Reinsurance and RenaissanceRe were parties to a letter of credit facility agreement with Credit Suisse (Switzerland) Ltd.”
JTGEYFiling-linked namelenderFeb 11, 2026 ▾
“Secured Letter of Credit Facility with Citibank Europe Certain subsidiaries and affiliates of RenaissanceRe, including Renaissance Reinsurance, DaVinci Reinsurance, Renaissance Reinsurance of Europe Designated Activity Company (“Renaissance Reinsurance of Eur…”
Depended on by
HGHamilton Insurance Group, Ltd.competitorFeb 25, 2026 ▾
“Some of our competitors include American Financial Group, Inc.; Arch Capital Group Ltd; AXIS Capital Holdings Limited; Beazley plc; Cincinnati Financial Corporation; Everest Group, Ltd.; The Hanover Insurance Group, Inc.; Hiscox Ltd; James River Group Holding…”
Filing peers
Companies whose filings use similar operating language.
Open the three relationships above to see Jodie’s filing proof. Pro unlocks 2 more links, every receipt, and alerts when connected names begin moving. Unlock the full network →
What is moving around it
Live connections
RNR is currently a Early Follower in the organic co-movement group Insurance Companies. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 3 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.
Context history
Theme membership history
No durable theme membership has been observed for this name yet.