RenaissanceRe Holdings

RNR • NYSE

RenaissanceRe Holdings is a insurance - reinsurance company in the financial services sector on NYSE, led by Kevin J. O'Donnell, with a market cap of $12.6B. As of Q3 2025, 92% of shares are held by 487 institutional investors, with VANGUARD GROUP INC as the largest holder at 10.18%.

Chief Executive OfficerKevin J. O'Donnell

Market Cap$12.6B

Insurance - Reinsurance

Financial Services

Employees925.0

Websiterenre.com

Country

United States of America

Overview

Overview of institutional ownership in RNR as of Q3 2025 with a market cap of $12.0B

All Institutions

Institutions: 487
Value Held: $11.0B
Shares Held: 43.5M
Avg Position: $22.7M
Median Position: $948.0K

Hedge Funds

Hedge Funds: 41
Value Held: $619.7M
Shares Held: 2.4M
Avg Position: $15.1M
Median Position: $3.0M

Ownership Breakdown

Institutional (non-HF)

87.15%

$10.4B

Hedge Funds

5.18%

$619.7M

Retail & Other

7.67%

$916.7M

Based on market cap of $12.0B as of Q3 2025. Institutional (non-HF) excludes hedge funds to avoid double counting.

Biggest Investors

Institutions with the largest positions in RNR as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
VANGUARD GROUP INC Institution	Salim Ramji CEO	$1.2B 0.02% of portfolio	10.18% 4.8M shares	≤ Q2 2013 Held for 12y 5m+	$6.69T
B BlackRock, Inc. Institution	-	$1.1B 0.02% of portfolio	8.99% 4.2M shares	≤ Q2 2013 Held for 12y 5m+	$5.67T
PRICE T ROWE ASSOCIATES INC /MD/ Long Only Manager	Robert W Sharps President	$729.3M 0.08% of portfolio	6.10% 2.9M shares	≤ Q2 2013 Held for 12y 5m+	$912.31B
C Capital World Investors Institution	-	$672.8M 0.09% of portfolio	5.63% 2.6M shares	Q4 2016 Held for 8y 11m	$730.00B
S STATE FARM MUTUAL AUTOMOBILE INSURANCE CO Institution	-	$609.3M 0.51% of portfolio	5.10% 2.4M shares	Q4 2018 Held for 6y 11m	$119.95B
STATE STREET CORP Institution	Ronald P. O'Hanley CEO	$450.9M 0.02% of portfolio	3.77% 1.8M shares	≤ Q2 2013 Held for 12y 5m+	$2.88T
Polar Capital Holdings Plc Long Only Manager	Gavin Mark Rochussen CEO	$347.3M 1.67% of portfolio	2.91% 1.4M shares	Q4 2020 Held for 4y 11m	$20.8B
AMERICAN INTERNATIONAL GROUP INC Institution	Peter Zaffino CEO	$335.8M 11.23% of portfolio	2.81% 1.3M shares	≤ Q2 2013 Held for 12y 5m+	$3.0B
Robeco Investment Management, Inc. Long Only Manager	Joseph Francis Feeney CEO	$329.0M 0.34% of portfolio	2.75% 1.3M shares	Q3 2018 Held for 7y 2m	$97.8B
I Impax Asset Management Group plc Long Only Manager	Moise Nmn Piram President	$309.9M 1.81% of portfolio	2.59% 1.2M shares	Q1 2024 Held for 1y 8m	$17.1B

Net Capital Flow

Institutional buying and selling activity for RNR in Q3 2025

Traded: −$458.4M
Buyers: 249
Sellers: 209
Total Bought: +$687.2M
Total Sold: −$1.1B
Avg Position: $20.8M

Biggest Buyers

Institution	Net Bought	Current Position
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	+$85.0M +334.7K shares	$107.6M 423.6K shares
AQR CAPITAL MANAGEMENT LLC Hedge Fund•Multi-Strategy	+$60.6M +241.0K shares	$99.8M 397.0K shares
MILLENNIUM MANAGEMENT LLC Hedge Fund•Multi-Strategy	+$46.7M +184.0K shares	$60.2M 236.9K shares
TWO SIGMA INVESTMENTS LLC Hedge Fund•Multi-Strategy	+$34.0M +133.8K shares	$44.3M 174.4K shares
Bridgewater Associates, LP Hedge Fund•Global Macro	+$28.4M +111.9K shares	$28.4M 111.9K shares
Lighthouse Investment Partners, LLC Fund of Funds	+$24.1M +94.8K shares	$28.8M 113.3K shares
Point72 Asset Management, L.P. Hedge Fund•Multi-Strategy	+$22.0M +86.5K shares	$31.7M 124.7K shares
LOS ANGELES CAPITAL MANAGEMENT & EQUITY RESEARCH INC Long Only Manager	+$19.0M +74.9K shares	$19.0M 74.9K shares
R Robeco Institutional Asset Management B.V. Institution	+$18.8M +74.0K shares	$21.1M 83.1K shares
G Gillson Capital LP Hedge Fund•Long/Short	+$16.8M +66.1K shares	$16.8M 66.1K shares

Biggest Sellers

Institution	Net Sold	Current Position
Bank of New York Mellon Corp Institution	−$248.4M −978.4K shares	$203.8M 802.6K shares
O Orbis Allan Gray Ltd RIA/Wealth	−$240.8M −991.5K shares	Sold Off 0 shares
VANGUARD GROUP INC Institution	−$68.8M −271.0K shares	$1.2B 4.8M shares
B BlackRock, Inc. Institution	−$53.8M −212.0K shares	$1.1B 4.2M shares
R RIT CAPITAL PARTNERS PLC Institution	−$48.1M −198.0K shares	Sold Off 0 shares
Robeco Investment Management, Inc. Long Only Manager	−$40.5M −159.6K shares	$329.0M 1.3M shares
BANK OF AMERICA CORP /DE/ Institution	−$32.0M −126.0K shares	$172.0M 677.5K shares
GOLDMAN SACHS GROUP INC Institution	−$23.9M −94.2K shares	$45.7M 179.9K shares
STATE STREET CORP Institution	−$21.7M −85.5K shares	$450.9M 1.8M shares
L LEGAL & GENERAL GROUP PLC Institution	−$21.4M −84.4K shares	$20.3M 79.8K shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited RNR in Q3 2025

New Positions: 24
New Value: $6.3M
Exited Positions: 42
Exited Value: $369.4M

New Positions

Institution	Position Value
E Entropy Technologies, LP Hedge Fund•Quant Macro	$2.2M 8.8K shares
A Ausbil Investment Management Ltd Long Only Manager	$1.0M 4.0K shares
Diversified Trust Co RIA/Wealth	$525.6K 2.1K shares
Board of the Pension Protection Fund RIA/Wealth	$457.1K 1.8K shares
Voleon Capital Management LP Hedge Fund•Quant	$436.0K 1.7K shares
IEQ CAPITAL, LLC RIA/Wealth	$390.1K 1.5K shares
Savant Capital, LLC RIA/Wealth	$380.4K 1.5K shares
Sequoia Financial Advisors, LLC RIA/Wealth	$322.8K 1.3K shares
Sivia Capital Partners, LLC RIA/Wealth	$210.0K 827.0 shares
O Oakworth Capital, Inc. Institution	$101.6K 400.0 shares

Exited Positions

Institution	Previous Position
O Orbis Allan Gray Ltd RIA/Wealth	$240.8M 991.5K shares
R RIT CAPITAL PARTNERS PLC Institution	$48.1M 198.0K shares
T TEXAS PERMANENT SCHOOL FUND Institution	$13.9M 57.2K shares
J O Hambro Investment Management Ltd RIA/Wealth	$11.0M 45.3K shares
P Philadelphia Financial Management of San Francisco, LLC Hedge Fund•Sector	$9.0M 37.3K shares
S Standard Life Aberdeen plc Institution	$7.0M 29.0K shares
WHITTIER TRUST CO RIA/Wealth	$6.5M 26.9K shares
THRIVENT FINANCIAL FOR LUTHERANS Insurance Manager	$3.7M 15.2K shares
WHITTIER TRUST CO OF NEVADA INC RIA/Wealth	$3.6M 14.8K shares
S Sumitomo Mitsui Trust Holdings, Inc. Institution	$3.6M 14.8K shares

Options Activity

Institutions with the largest Call and Put options positions in RNR as of Q3 2025

Call Positions: 3
Call Value: $12.1M
Put Positions: 4
Put Value: $6.6M

Call Positions

Institution	Position Value
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$6.4M 251.0 contracts
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$5.7M 225.0 contracts
P Philadelphia Financial Management of San Francisco, LLC Hedge Fund•Sector	- - contracts

Put Positions

Institution	Position Value
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$5.6M 222.0 contracts
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$736.4K 29.0 contracts
W WOLVERINE TRADING, LLC Institution	$275.2K 11.0 contracts
J JANE STREET GROUP, LLC Institution	- - contracts

Most Committed Institutions

Institutions with RNR as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
AMERICAN INTERNATIONAL GROUP INC Institution	Peter Zaffino CEO	11.23% $335.8M	2.81% 1.3M shares	≤ Q2 2013 Held for 12y 5m+	$3.0B
Philo Smith Capital Corp Hedge Fund•Sector	James Earl Inglis President	7.71% $27.6M	0.23% 108.8K shares	Q3 2021 Held for 4y 2m	$358.4M
S SRB Corp Insurance Manager	William Daniel Hartranft Director	6.11% $106.7M	0.89% 420.1K shares	Q3 2021 Held for 4y 2m	$1.7B
Nepsis Capital Management, Inc. RIA/Wealth	Mark William Pearson President	4.71% $14.9M	0.12% 58.5K shares	Q4 2013 Held for 11y 11m	$315.3M
Lagoda Investment Management, L.P. Long Only Manager	Fatima Katarzyna Dickey Managing Partner	3.85% $6.8M	0.06% 26.8K shares	Q4 2014 Held for 10y 11m	$176.7M
COOKE & BIELER LP Long Only Manager	Edward W O'Connor Partner	2.90% $281.1M	2.35% 1.1M shares	Q4 2020 Held for 4y 11m	$9.7B
S Sapience Investments, LLC Long Only Manager	Samir (Nmn) Sikka CEO	2.09% $533.5K	0.00% 2.1K shares	Q1 2020 Held for 5y 8m	$25.5M
I Impax Asset Management Group plc Long Only Manager	Moise Nmn Piram President	1.81% $309.9M	2.59% 1.2M shares	Q1 2024 Held for 1y 8m	$17.1B
Polar Capital Holdings Plc Long Only Manager	Gavin Mark Rochussen CEO	1.67% $347.3M	2.91% 1.4M shares	Q4 2020 Held for 4y 11m	$20.8B
G Gillson Capital LP Hedge Fund•Long/Short	Daniel Bartlett Johnson Founder	1.45% $16.8M	0.14% 66.1K shares	Q3 2025 Held for 2 months	$1.2B

Hedge Fund Spotlight

Discover hedge funds investing in RNR

GSA CAPITAL PARTNERS LLP

Hedge Fund • Quant

Portfolio ManagerDavid Khabie-Zeitoune

Portfolio Value: $1.1B
Positions: 1,504
Last Reported: Q3 2025

Sector Allocation

Position in RenaissanceRe Holdings

Market Value: $490.8K
Shares Held: 1.9K
Portfolio Weight: 0.04%
Owned Since: 2025-Q1

Top Holding	Sector	Market Value	Weight
1 Accenture ACN	Information Technology Services Technology	$5.6M	0.50%
2 Sprouts Farmers Market SFM	Grocery Stores Consumer Defensive	$5.2M	0.46%
3 Microsoft MSFT	Software - Infrastructure Technology	$4.8M	0.43%