UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-K ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2023 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File No. 001-14428 RENAISSANCERE HOLDINGS LTD. (Exact Name Of Registrant As Specified In Its Charter) Bermuda 98-0141974 (State or Other Jurisdiction of Incorpo ...

RenaissanceRe Holdings Ltd. (NYSE:RNR) Q4 2023 Results Conference Call January 31, 2024 11:00 AM ET Company Participants Keith McCue - Senior Vice President of Finance and Investor Relations Kevin O'Donnell - President and Chief Executive Officer Robert Qutub - Executive Vice President & Chief Financial Officer David Marra - Executive Vice President and Group Chief Underwriting Officer Conference Call Participants Elyse Greenspan - Wells Fargo Joshua Shanker - Bank of America Mike Zaremski - BMO Ryan Tunis ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2023 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 001-14428 RENAISSANCERE HOLDINGS LTD. (Exact Name Of Registrant As Specified In Its Charter) (State or Other Jurisdiction of Incorporation ...

RenaissanceRe Holdings Ltd. (NYSE:RNR) Q3 2023 Earnings Call Transcript November 2, 2023 11:00 AM ET Company Participants Keith McCue - SVP, Finance & IR Kevin O'Donnell - President, CEO & Director Robert Qutub - EVP & CFO Conference Call Participants Elyse Greenspan - Wells Fargo Securities Yaron Kinar - Jefferies Joshua Shanker - Bank of America Meyer Shields - KBW Alex Scott - Goldman Sachs Brian Meredith - UBS Operator Good morning. My name is Chelsea, and I will be your conference operator today. At th ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 THE SECURITIES EXCHANGE ACT OF 1934 FORM 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF For the transition period from to THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2023 Commission File Number: 001-14428 RENAISSANCERE HOLDINGS LTD. OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF (Exact Name Of Registrant As Specified In Its Charter) (State or Other Jurisdiction of Incorporation or O ...

Financial Data and Key Metrics Changes - The company reported a total combined ratio of 80% for the quarter, with gross premiums written up 8% and net premiums written up 18% [87] - The annualized operating return on average common equity was 28.8%, despite dilution from equity issuance [100] - Retained net investment income increased by $114 million to $189 million, with a return of 4.9%, up 2.7 percentage points [9][10] Business Line Data and Key Metrics Changes - The Property segment saw net premiums written increase by 29%, with property catastrophe net premiums written up 55% [90] - The Casualty and Specialty portfolio reported a combined ratio of 93%, with net premiums written up by about 8% [5] - Fee income in the Capital Partners business reached a record $57 million, driven by strong management and performance fees [7] Market Data and Key Metrics Changes - Catastrophe activity was above average, with large loss events negatively impacting consolidated results by $45 million [2] - The company experienced a 33% current accident year loss ratio in the Property catastrophe class, up from the previous year [2] - The midyear property renewals benefited from continued upward rate momentum, with U.S. rate increases averaging 30% to 50% [16] Company Strategy and Development Direction - The acquisition of Validus Re is expected to be immediately accretive to the company's financial metrics and enhance shareholder value [101][104] - The company is focused on rate adequacy in the property catastrophe business, anticipating that higher rates will persist [18] - The strategy includes reducing exposure to less attractive deals while growing in areas with better returns [5][88] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the underwriting discipline, noting minimal impacts from catastrophes in the other property segment [29] - The company is closely monitoring meteorological conditions and expects an average hurricane season, which may influence underwriting decisions [26] - Management highlighted that demand for traditional reinsurance is expected to return, particularly as primary companies adjust their budgets [20][49] Other Important Information - The company raised approximately $2.1 billion through public equity and debt issuances to finance the Validus acquisition [75] - Operating expenses increased by 11% in the quarter, reflecting investments in personnel to support growth [11] - The company expects retained net investment income to increase to about $220 million in the third quarter [10] Q&A Session Summary Question: Validus Re deal and premium growth potential - Management acknowledged the potential for more premium than the initially expected $2.7 billion due to Validus's growth [41][42] Question: Casualty and Specialty reserves and favorable trends - Management confirmed that reserves are being closely monitored, with favorable trends expected from recent years [43][44] Question: Fee income and performance fees outlook - Management indicated that performance fees are expected to be volatile but could reach about $15 million per quarter absent large losses [47] Question: Demand for reinsurance and market conditions - Management noted that primary companies need rate increases to cover volatility, which could lead to increased demand for reinsurance [48][49] Question: Rate adequacy in property catastrophe - Management stated that rates are largely adequate now, but there may still be opportunities for additional rate increases [52][53] Question: Impact of hurricane losses on the reinsurance market - Management indicated that any significant storm could unsettle the market and lead to increased rates [82]

RenaissanceRe Holdings Ltd. (NYSE:RNR) Q1 2023 Earnings Conference Call May 3, 2023 11:00 AM ET Company Participants Keith McCue - SVP, Finance and IR Kevin O'Donnell - President and CEO Bob Qutub - EVP and CFO Conference Call Participants Elyse Greenspan - Wells Fargo Ryan Tunis - Autonomous Josh Shanker - Bank of America Yaron Kinar - Jefferies Pablo Singzon - JPMorgan Derek Han - KBW Operator Good morning. My name is Gretchen, and I will be your conference operator today. At this time, I would like to we ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2023 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 001-14428 RENAISSANCERE HOLDINGS LTD. (Exact Name Of Registrant As Specified In Its Charter) (State or Other Jurisdiction of Incorporation or ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-K ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2022 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File No. 001-14428 RENAISSANCERE HOLDINGS LTD. (Exact Name Of Registrant As Specified In Its Charter) (State or Other Jurisdiction of Incorporation or Organizat ...

RenaissanceRe Holdings Ltd. (NYSE:RNR) Q4 2022 Earnings Conference Call February 1, 2023 11:00 AM ET Company Participants Keith McCue - Senior Vice President, Finance & Investor Relations Kevin O'Donnell - President and Chief Executive Officer Bob Qutub - Executive Vice President and Chief Financial Officer Conference Call Participants Elyse Greenspan - Wells Fargo Josh Shanker – Bank of America Ryan Tunis – Autonomous Meyer Shields – KBW Yaron Kinar - Jefferies Brian Meredith – UBS Mike Zaremski - BMO Keit ...