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Dec 31, 2025
RenaissanceRe Q4 2025 Earnings Report
Reported exceptional underwriting and investment performance in the fourth quarter.
Key Takeaways
RenaissanceRe delivered very strong Q4 2025 results with elevated underwriting income, robust investment gains and a sharply improved combined ratio, resulting in significantly higher net income and returns on equity.
Net income surged driven by strong underwriting results and investment gains
Combined ratio improved materially to an industry-leading level
Book value per common share increased meaningfully during the quarter
Property segment delivered exceptional underwriting profitability
Revenue by Segment
Forward Guidance
Management expressed confidence entering 2026, supported by a strong underwriting portfolio, disciplined capital management and continued investment income strength.
Positive Outlook
- Strong underwriting portfolio positioned above cost of capital
- Robust investment income supported by higher invested assets
- Disciplined capital return through ongoing share repurchases
- Diversified drivers of profit across underwriting, fees and investments
- Strong balance sheet and liquidity position
Challenges Ahead
- Exposure to future large catastrophe loss events
- Potential volatility in investment markets
- Macroeconomic and geopolitical uncertainty
- Claims development risk in casualty and specialty lines
Historical Earnings Impact
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Avg. Return Before/After Earnings
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