RenaissanceRe (RNR)
NYSEFinancialsInsurance - ReinsuranceSnapshot 2026-11-04
$353.66+1.97%
Close 2026-11-04 · 1-day change
NYSEFinancialsInsurance - ReinsuranceSnapshot 2026-11-04
QuarterlyIQ Insights · RNR
What must go right, what could break, what the price assumes, and what evidence comes next.
The current health of the standing investment case.
Recent financial performance is holding in the top half of its industry — the reason to own it looks intact.
One-year growth currently built into the price, compared with our model's estimate.
| Measure | Marker shape | Value |
|---|---|---|
| Growth built into the price | circle | -37.9% |
| Our one-year growth estimate | diamond | -18.1% |
For each item: what to watch, what would become a concern, and what would make it less concerning.
A reporting-risk estimate, not a forecast of the stock-price response.
Historical relationships that met the evidence threshold. They do not prove cause or forecast a move.
No outside relationship met the current evidence threshold.
Based on historical daily prices through 2026-11-04.
Past price behavior in dollars on a $10,000 position. This does not measure permanent business risk.
How much price usually moves either way.
A larger daily loss that occurred about once in every 20 trading days.
Use the underlying financial and sector pages to investigate the cause.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Growth built into the price is above our model estimate.
The price assumes 19.9 percentage points less one-year growth.
The one-year revenue growth assumption on Valuation.
Model as of 2026-11-04 · Compared with 1 industry peers · Company calendar date is not available
RNR — CFO transition
Dated 2026-05-14
Chief Financial Officer — Robert Qutub: Robert Qutub is retiring as CFO, and Matthew Neuber will succeed him.
Why it matters: Neuber is set to take over as CFO after Bob Qutub retires. A smooth handoff would keep the planned finance leadership change on track.
Supportive ifA company filing or release says Neuber became CFO on January 1, 2027. Qutub serves as a strategic advisor.
Worry ifThe company announces a delayed start, a different CFO, or a change to the planned handoff.
Why it matters: RenaissanceRe has repurchased shares in each of the first three quarters. More repurchases would show that capital returns continue.
Supportive ifThe next results report shows more than $300 million of common shares repurchased in Q4.
Worry ifThe next results report shows no Q4 share repurchases, or less than $100 million.
Why it matters: Q3 Property premiums fell 14.3% as rates declined. Premium growth would show the company can keep business while rates change.
Watch forQ4 Property gross premiums written rise year over year.
Also watch forQ4 Property gross premiums written fall year over year for a second straight quarter.
Deepest peak-to-trough drop in the last year.
| Measure | Value | Meaning |
|---|---|---|
| Typical day | ±$70 on $10,000 · ±0.7% | How much price usually moves either way. |
| Bad day | $223 loss on $10,000 · 2.2% | A larger daily loss that occurred about once in every 20 trading days. |
| Largest peak-to-trough drop in the past year | $1,190 loss on $10,000 · 11.9% | Deepest peak-to-trough drop in the last year. |
Past year. 1.00 means similar movement; 1.20 means about 20% more.
Past year. 1.00 means similar movement to the sector. This is secondary context.
Latest 30 trading days, shown as an annual percentage.
Latest 252 trading days, shown as an annual percentage.
20-trading-day average in US dollars.
Trading days used by the source risk snapshot.
Past results, not a forecast. Not investment advice.