Prices via Intrinio. Supplier and customer ties are extracted from SEC filings and carry the sentence they came from. Not investment advice.
Prices via Intrinio. Supplier and customer ties are extracted from SEC filings and carry the sentence they came from. Not investment advice.
Renaissancere Holdings Ltd
Price, suppliers and customers from SEC filings, institutional ownership and the next report.
NYSE · Fire, Marine & Casualty Insurance
Prev close 328.30 · gapped below the open, then crossed back over prior close. High/low 332.00 at 7:00 pm ET, 325.57 at 1:00 pm ET.
Each disclosed tie as a share of both companies’ annual revenue. The bigger share is the side that would feel it if the relationship ended.
| Partner | % of their revenue | % of RNR revenue | Skew |
|---|---|---|---|
| AONAon plc | 24.86% | 32.00% | 1.3× |
| AJGArthur J. Gallagher | 13.01% | 13.60% | 1.0× |
Sources
sec edgar · verbatim disclosureEach tie, with the sentence that disclosed it. Open a row for the wording and the filing it came from.
“Marsh & McLennan Companies, Inc. 30.6 % 40.6 % 36.5 %”
$4.6B relationship
basisRNR fy2025 · closed 2025-12 $12.7B
FILING10-K0000913144-25-000009cik 0000913144
“Aon plc 43.9 % 23.7 % 32.0 %”
$4.1B relationship1.3× more of RNR’s book than AON’s
basisRNR fy2025 · closed 2025-12 $12.7BAON fy2025 · closed 2025-12 $16.4B
FILING10-K0000913144-25-000009
“Arthur J. Gallagher 5.6 % 19.2 % 13.6 %”
$1.7B relationship1.0× more of RNR’s book than AJG’s
basisRNR fy2025 · closed 2025-12 $12.7BAJG fy2025 · closed 2025-12 $13.3B
FILING10-K0000913144-25-000009
“Validus Acquisition On November 1, 2023, we completed the Validus Acquisition in accordance with the Stock Purchase Agreement dated May 22, 2023 between RenaissanceRe Holdings Ltd. and American International Group, Inc., a Delaware corporation and NYSE-listed company, pursuant to which, upon the terms and subject to the conditions thereof, we, or one of our subsidiaries, purchased, acquired and accepted from certain subsidiaries of AIG, all of their right, title and interest in the shares of Validus Holdings, Ltd. and Validus Specialty, LLC.”
FILING10-K0000913144-25-000009cik 0000913144
“Pursuant to the Stock Purchase Agreement, we also acquired the renewal rights, records and customer relationships of the assumed treaty reinsurance business of Talbot Underwriting Limited, an affiliate of AIG, a specialty (re)insurance group operating within the Lloyd's market.”
FILING10-K0000913144-25-000009cik 0000913144
“At the same time, we have deepened, and intend to continue to deepen, our relationship with a core trading partner, AIG, who is one of our five largest clients by premium volume, as the Validus Acquisition provides options for increased future strategic engagement.”
FILING10-K0000913144-25-000009cik 0000913144
“From time to time, Renaissance Reinsurance or certain other operating subsidiaries write business for both themselves and DaVinci Reinsurance, and then cede a portion to DaVinci Reinsurance.”
FILING10-K0000913144-25-000009cik 0000913144
“Fontana assumes a whole account quota share of our global casualty and specialty book of business, including the credit portfolio, ensuring alignment.”
FILING10-K0000913144-25-000009cik 0000913144
“RFM, a wholly owned subsidiary of RenaissanceRe, acts as the exclusive investment fund manager of Medici.”
FILING10-K0000913144-25-000009cik 0000913144
“Top Layer is managed by RUM in return for a management fee.”
FILING10-K0000913144-25-000009cik 0000913144
“Upsilon Fund is managed by RFM in return for a management fee and a performance fee.”
FILING10-K0000913144-25-000009cik 0000913144
“Upsilon gives us the ability to provide additional capacity to the worldwide aggregate and per-occurrence primary and retrocessional markets on a collateralized basis, either directly, or through business written by Renaissance Reinsurance and then ceded to Upsilon RFO.”
FILING10-K0000913144-25-000009cik 0000913144
“Vermeer is managed by RUM in return for a management fee.”
FILING10-K0000913144-25-000009cik 0000913144
“• Agent relationships – top four – the value of Validus' relationships with their top four brokers (Marsh & McLennan Companies, Inc., Aon Benfield Group Ltd., Willis Towers Watson Plc and Arthur J. Gallagher & Co.) after taking into consideration certain key assumptions, including the estimated cost of capital, investment yield, loss ratio, related expenses, effective tax rates and capital charges.”
FILING10-K0000913144-26-000012cik 0000913144
“• Agent relationships – top four – the value of Validus' relationships with their top four brokers (Marsh & McLennan Companies, Inc., Aon Benfield Group Ltd., Willis Towers Watson Plc and Arthur J. Gallagher & Co.) after taking into consideration certain key assumptions, including the estimated cost of capital, investment yield, loss ratio, related expenses, effective tax rates and capital charges.”
FILING10-K0000913144-26-000012cik 0000913144
“Often, our wholly-owned operating subsidiaries will write business for themselves and then cede a portion to DaVinci Reinsurance.”
FILING10-K0000913144-26-000012cik 0000913144
“Fontana assumes a whole account quota share of our global casualty and specialty book of business, including the credit portfolio, ensuring alignment.”
FILING10-K0000913144-26-000012cik 0000913144
“For example, we received dividends from Validus Re, Renaissance Reinsurance and RREAG, following the merger of Validus Switzerland and RREAG in June 2024 and in connection with the amalgamation of Validus Re and Renaissance Reinsurance in October 2024.”
FILING10-K0000913144-25-000009cik 0000913144
“For example, we received dividends from Validus Re, Renaissance Reinsurance and RREAG, following the merger of Validus Switzerland and RREAG in June 2024 and in connection with the amalgamation of Validus Re and Renaissance Reinsurance in October 2024.”
FILING10-K0000913144-25-000009cik 0000913144
“Top Layer is owned 50% by State Farm and 50% by Renaissance Reinsurance, although State Farm provides the majority of Top Layer's underwriting capacity through a $3.9 billion stop-loss reinsurance agreement, and therefore, State Farm retains most of Top Layer's underwriting results.”
FILING10-K0000913144-26-000012cik 0000913144
“10.17 Reserve Development Agreement, dated as of March 22, 2019, by and between Tokio Millennium Re AG, and Tokio Millennium Re (UK) Limited and Tokio Marine & Nichido Fire Insurance Co., Ltd., incorporated by reference to RenaissanceRe Holdings Ltd.'s Current Report on Form 8-K, filed with the SEC on March 22, 2019.”
FILING10-K0000913144-26-000012cik 0000913144
“10.17 Reserve Development Agreement, dated as of March 22, 2019, by and between Tokio Millennium Re AG, and Tokio Millennium Re (UK) Limited and Tokio Marine & Nichido Fire Insurance Co., Ltd., incorporated by reference to RenaissanceRe Holdings Ltd.'s Current Report on Form 8-K, filed with the SEC on March 22, 2019.”
FILING10-K0000913144-26-000012cik 0000913144
“10.17 Reserve Development Agreement, dated as of March 22, 2019, by and between Tokio Millennium Re AG, and Tokio Millennium Re (UK) Limited and Tokio Marine & Nichido Fire Insurance Co., Ltd., incorporated by reference to RenaissanceRe Holdings Ltd.'s Current Report on Form 8-K, filed with the SEC on March 22, 2019.”
FILING10-K0000913144-26-000012cik 0000913144
“Upsilon gives us the ability to provide additional capacity to the worldwide aggregate and per-occurrence primary and retrocessional markets on a collateralized basis, either directly, or through business written by Renaissance Reinsurance and then ceded to Upsilon RFO.”
FILING10-K0000913144-26-000012cik 0000913144
Watchlist prices, news filtered to it, and its next report on your desk.
Renaissancere Holdings Ltd has 27 disclosed suppliers and 10 disclosed customers. Each one is named in an SEC filing, either Renaissancere Holdings Ltd’s own annual report or the counterparty’s, and carries the sentence that discloses it.
RNR (Renaissancere Holdings Ltd) has 27 disclosed suppliers and 10 disclosed customers, strongest disclosure first.
Suppliers:
Customers:
Select a tie for the filing sentence that discloses it; select again to open the company. Lines are disclosed suppliers and customers, coloured by industry; the closer to the centre, the more the filings disclose. A dot is green or red by today’s move, and a bundle sits past the rings until you open it. Extended: satellites hang off single companies, not bundled sectors.
Largest move on the map today: AON −1.06%, in the finance bundle.