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Sep 30, 2022

RenaissanceRe Q3 2022 Earnings Report

Reported a net loss attributable to common shareholders and an operating loss due to Hurricane Ian and other catastrophe events.

Key Takeaways

RenaissanceRe reported a net loss attributable to common shareholders of $825.3 million and an operating loss attributable to common shareholders of $396.7 million for Q3 2022. The results were significantly impacted by Hurricane Ian and other catastrophe events, which contributed to a $648.4 million net negative impact.

Hurricane Ian and other catastrophe events led to a $648.4 million net negative impact on net loss attributable to common shareholders.

Net investment income grew by 101.6% compared to Q3 2021.

Casualty and Specialty combined ratio improved by 3.9 percentage points from Q3 2021 to 95.7%.

Net premiums written increased by 22.6%, driven by a 39.7% growth in Casualty and Specialty.

Total Revenue
$1.29B
Previous year: $1.55B
-16.7%
EPS
-$9.27
Previous year: -$8.98
+3.2%
Combined Ratio
138.7%
Previous year: 145.1%
-4.4%
Gross Profit
$1.28B
Previous year: $1.54B
-16.5%
Cash and Equivalents
$1.2B
Previous year: $1.44B
-16.4%
Total Assets
$35.9B
Previous year: $33.5B
+7.2%

RenaissanceRe

RenaissanceRe

Forward Guidance

RenaissanceRe is positioned to deliver an attractive return to its investors through materially increased underwriting profit, robust fee income, and significantly higher investment income.

Positive Outlook

  • Materially increased underwriting profit
  • Robust fee income
  • Significantly higher investment income
  • Strategic focus on reinsurance
  • Strong capital and industry leadership

Challenges Ahead

  • Exposure to natural and non-natural catastrophic events
  • Effect of climate change
  • Volatility in the financial market
  • Effects of inflation
  • Uncertainty of the continuing and future impact of the COVID-19 pandemic