RENAISSANCERE HOLDINGS LTD (RNR) Form 8-K — Oct 27, 2026
RenaissanceRe reported a Q3 2026 net loss of $161.4 million (-$4.02 per diluted share), driven by $879.8 million of mark-to-market investment losses, mostly on fixed maturity holdings as market yields rose. Underlying results remained strong: operating income was $512.6 million ($12.71 per diluted share) with an 18.9% annualized operating ROE and a 79.7% combined ratio, though the casualty and specialty combined ratio hit 110.6% including 10.5 points from the 2026 Large Loss Events (Middle East War, Ras Laffan Explosion, Colombian Earthquake).
Key figures
- Revenue
- 2101008000
- Total Debt
- 2331768000
- Total Assets
- 54831196000
- Cash Position
- 1098282000
- Fee income
- $81.7 million
- Combined ratio
- 79.7%
- Roe annualized
- -6.0%
- Operating income
- $512.6 million
- Underwriting income
- $426.1 million
- Book value per share
- $259.61
- Share repurchases q3
- $310.1 million
- Fixed maturity losses
- $899.6 million
- Mark to market losses
- $879.8 million
- Net investment income
- $440.9 million
- Operating eps diluted
- 12.71
- Property combined ratio
- 32.4%
- Operating roe annualized
- 18.9%
- Gross premiums written q3
- $2,104.0 million
- Share repurchases october
- $143.8 million
- Gross premiums written yoy
- -9.4%
- Casualty specialty combined ratio
- 110.6%
- Large loss events net negative impact
- $111.5 million
AI analysis
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