RenaissanceRe Holdings Ltd. (RNR) Stock Analysis
Financial Services · Insurance - Reinsurance
Hold if already holding. Not a fresh buy at $298.27, but acceptable to hold if already in. Reasons: Concentration risk — Counterparty: Aon, Marsh & McLennan, Arthur J. Gallagher (81.3%); Analyst target reached - limited upside remaining.
RenaissanceRe Holdings is a global reinsurer providing property catastrophe and casualty/specialty reinsurance worldwide, plus third-party capital management via joint ventures (DaVinci, Fontana, Medici). Gross premiums written of $11.74B in 2025 (42% Property, 58% Casualty &... Read more
Hold if already holding. Not a fresh buy at $298.27, but acceptable to hold if already in. Reasons: Concentration risk — Counterparty: Aon, Marsh & McLennan, Arthur J. Gallagher (81.3%); Analyst target reached - limited upside remaining. Chart setup: No clear chart pattern; technical signals are mixed. Downgraded from BUY WAIT — price $298.56 has reached target $300.10. No upside to wait for. Score 6.1/10, moderate confidence.
Passes 5/7 gates (positive momentum, clean insider activity, earnings proximity 44d clear, semi cycle peak clear, materials cycle peak clear). Fails on favorable risk/reward ratio. Suitability: moderate.
Recent developments
updated 2026-06-15Recent Developments — RenaissanceRe Holdings Ltd.
Latest news
- NEWS RNR Q1 Deep Dive: Profits Rise Despite Revenue Decline Amid Shifting Reinsurance Markets - StockStory — StockStory positive
- NEWS RenaissanceRe (NYSE:RNR) Shares Gap Down - Here's What Happened - MarketBeat — MarketBeat negative
- NEWS RNR Q1 Earnings Beat on Lower Expenses & Strong Investment Results - TradingView — TradingView positive
- NEWS RNR Q1 Earnings Beat on Lower Expenses & Strong Investment Results - Yahoo Finance — Yahoo Finance positive
- NEWS What Investors Think About RenaissanceRe Holdings (RNR) Stock (Ticks Lower) 2026-04-22 - Trending Entry Points - Xã Châu — Xã Châu Thành neutral
Generated 2026-06-15T18:11:47Z.
Upcoming dated catalysts
Thesis
Key Metrics
Quality Signals
Options Flow
Concentration Risks(10-K Item 1A)
- HIGHcounterpartyAon, Marsh & McLennan, Arthur J. Gallagher81%10-K Item 1A: 'three brokerage firms (Aon plc, Marsh & McLennan Companies, Inc. and Arthur J. Gallagher) accounting for 81.3% of our gross premiums written'
Material Events(8-K, last 90d)
- 2026-05-06Item 5.02LOWShareholders approved the RenaissanceRe Holdings Ltd. 2026 Long-Term Incentive Plan at the May 5, 2026 Annual General Meeting, replacing the 2016 Prior Plan; 200,000 shares reserved plus remaining Prior Plan shares.SEC filing →
Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results.
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Rating Breakdown
1 ceiling hit
Price Targets
Position Sizing
Risk Alerts
Earnings
Verdict History
Frequently Asked Questions
Hold if already holding. Not a fresh buy at $298.27, but acceptable to hold if already in. Reasons: Concentration risk — Counterparty: Aon, Marsh & McLennan, Arthur J. Gallagher (81.3%); Analyst target reached - limited upside remaining. Chart setup: No clear chart pattern; technical signals are mixed. Downgraded from BUY WAIT — price $298.56 has reached target $300.10. No upside to wait for. Target $300.10 (+0.6%), stop $266.97 (−11.7%), A.R:R -0.2:1. Score 6.1/10, moderate confidence.
Take-profit target: $300.10 (+7.6% upside). Target $300.10 (+0.6%), stop $266.97 (−11.7%), A.R:R -0.2:1. Stop-loss: $266.97.
Concentration risk — Counterparty: Aon, Marsh & McLennan, Arthur J. Gallagher (81.3%); Analyst target reached - limited upside remaining.
RenaissanceRe Holdings Ltd. trades at a P/E of 5.1 (forward 7.3). TrendMatrix value score: 8.7/10. Verdict: Hold.
23 analysts cover RNR with a consensus score of 3.3/5. Average price target: $325.
What does RenaissanceRe Holdings Ltd. do?RenaissanceRe Holdings is a global reinsurer providing property catastrophe and casualty/specialty reinsurance...
RenaissanceRe Holdings is a global reinsurer providing property catastrophe and casualty/specialty reinsurance worldwide, plus third-party capital management via joint ventures (DaVinci, Fontana, Medici). Gross premiums written of $11.74B in 2025 (42% Property, 58% Casualty & Specialty); business is predominantly sourced through three major brokers.