RENAISSANCERE HOLDINGS LTD
Zacks highlights RenaissanceRe (RNR), Arch Capital (ACGL), and Everest (EG) as reinsurers benefiting from alternative capital. RNR reported $177.2M in fee income and $599.1M in underwriting income for Q2 2026. ACGL had $410M in underwriting income with a 77.5% combined ratio. EG's Mt. Logan platform grew to $3.4B in AUM. Estimates for 2026 earnings vary among the three.
Chris Parry, Global Head of RenaissanceRe Capital Partners, emphasized disciplined capital management in the insurance-linked securities (ILS) market. He noted attractive returns in catastrophe bonds despite rate softening, with RenaissanceRe increasing investments across funds. Parry highlighted the importance of right-sizing capital, returning $1 billion to investors this year, and maintaining long-term investor trust. The company focuses on quality risk sourcing and appropriate capital deploy
RenaissanceRe (RNR) EVP Ross Curtis sold 9,623 shares at $337.60 each, totaling $3.25M. He now owns 155,991 shares. Over the past year, Curtis has sold 40,000 shares with no purchases. The company's stock is trading above its intrinsic value, according to GuruFocus's valuation model, with a P/E ratio of 5.81.
Over the past 7 days, AlphAI's AI scored 1 news story mentioning RNR (RENAISSANCERE HOLDINGS LTD). Coverage has been balanced: 0 bullish, 1 neutral, and 0 bearish.
Recent RNR coverage spans sector analysis, financial news and insider activity.
In the last 30 days, RNR insiders filed 4 SEC Form 4 transactions — no purchases and 4 sales ($5.0M). The most active reporter was Curtis Ross, EVP,Chief Portfolio Officer, with 4 filings. 100% of those filings were made under pre-arranged Rule 10b5-1 plans.
No immediate trading catalyst; information reiterates known performance metrics.
The $1B capital return signals strong balance sheet and may support the stock price.
Minor negative signal as insider reduces stake; limited price impact expected.
Insider sale of $3.2M may signal modest bearish sentiment from a senior executive.
RenaissanceRe's outlook remains unchanged.
AlphAI scores every news story that mentions RNR with an AI model for sentiment and relevance, and aggregates insider trades from RENAISSANCERE HOLDINGS LTD's SEC EDGAR Form 4 filings. Figures refresh continuously.
Zacks highlights RenaissanceRe (RNR), Arch Capital (ACGL), and Everest (EG) as reinsurers benefiting from alternative capital. RNR reported $177.2M in fee income and $599.1M in underwriting income for Q2 2026. ACGL had $410M in underwriting income with a 77.5% combined ratio. EG's Mt. Logan platform grew to $3.4B in AUM. Estimates for 2026 earnings vary among the three.
2 min readChris Parry, Global Head of RenaissanceRe Capital Partners, emphasized disciplined capital management in the insurance-linked securities (ILS) market. He noted attractive returns in catastrophe bonds despite rate softening, with RenaissanceRe increasing investments across funds. Parry highlighted the importance of right-sizing capital, returning $1 billion to investors this year, and maintaining long-term investor trust. The company focuses on quality risk sourcing and appropriate capital deploy
2 min readRenaissanceRe (RNR) EVP Ross Curtis sold 9,623 shares at $337.60 each, totaling $3.25M. He now owns 155,991 shares. Over the past year, Curtis has sold 40,000 shares with no purchases. The company's stock is trading above its intrinsic value, according to GuruFocus's valuation model, with a P/E ratio of 5.81.
2 min readCurtis Ross (EVP,Chief Portfolio Officer) sold 9,623 shares of RENAISSANCERE HOLDINGS LTD (RNR) at an average of $337.60 ($335.00–$340.00, $3.25M total) across 2 trades on 2026-09-03 under a Rule 10b5-1 trading plan.
1 min readAM Best reports that a group of U.S. and Bermuda reinsurers maintained underwriting profitability in 2025, with a 16.8% net return on equity, despite slower premium growth. The composite includes seven companies, such as Arch Capital and Everest Group. Profitability was supported by higher investment income, but growth slowed to less than 1.0% due to market softening. AM Best expects muted growth in 2026 amid declining rates in property and casualty lines.
2 min readABIR's 2025 report shows Bermuda's reinsurers hit record $197.5B in gross premiums, up 4.6% YoY, with total equity rising 16.6%. Four Bermuda firms ranked in AM Best's top 10 reinsurers. The market is diversifying into specialty lines like cyber and financial risk.
2 min readFour Bermuda-based reinsurers ranked among the world's top ten: Everest Re, RenaissanceRe, Arch Capital, and PartnerRe. They collectively wrote $44.9B in premiums in 2025, with Everest leading at $12.8B. Hamilton Insurance Group notably rose to 29th place with a 22.8% premium increase. AM Best's report highlights a competitive market ahead, with property catastrophe reinsurance prices declining sharply.
2 min readRenaissanceRe (RNR) EVP Ross Curtis sold 377 shares at $335 each, totaling $126K, under a pre-arranged 10b5-1 plan. He holds 165,614 shares post-sale.
1 min readCurtis Ross (EVP,Chief Portfolio Officer) sold 5,000 shares of RENAISSANCERE HOLDINGS LTD (RNR) at $330.00 ($1.65M total) on 2026-08-24 under a Rule 10b5-1 trading plan.
1 min readBermuda's top reinsurers reported strong first-half underwriting results, with a combined ratio of 85.3% due to lower catastrophe losses, according to Fitch Ratings. The group, including RenaissanceRe and Hamilton, saw a 15.7% net-income return on equity, though premiums fell 9% amid competition. Hamilton was the only company with adverse reserve development, while SiriusPoint saw the largest equity decline.
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