TimesSquare U.S. Focus Growth Strategy Exited RenaissanceRe Holdings Ltd. (RNR) After a Mixed Quarter

1 day ago 4

Soumya Eswaran

Mon, December 15, 2025 astatine 7:29 AM CST 2 min read

TimesSquare Capital Management, an equity concern absorption company, released its “U.S. Focus Growth Strategy” third-quarter 2025 capitalist letter. A transcript of the missive tin beryllium downloaded here. In the 3rd quarter, each the large plus classes posted affirmative returns but fixed income assets extracurricular the US. The strategy returned 4.00% (gross) and 3.78% (net) compared to a 2.78% instrumentality for the Russell Midcap Growth Index. In addition, delight cheque the fund’s apical 5 holdings to cognize its champion picks successful 2025.

In its third-quarter 2025 capitalist letter, TimesSquare Capital U.S. Focus Growth Strategy highlighted stocks specified arsenic RenaissanceRe Holdings Ltd. (NYSE:RNR). RenaissanceRe Holdings Ltd. (NYSE:RNR) is simply a reinsurance and security products provider. The one-month instrumentality for RenaissanceRe Holdings Ltd. (NYSE:RNR) was 3.52%, and its shares gained 4.52% implicit the past 52 weeks. On December 12, 2025, RenaissanceRe Holdings Ltd. (NYSE:RNR) banal closed astatine $272.41 per share, with a marketplace capitalization of $12.821 billion.

TimesSquare Capital U.S. Focus Growth Strategy stated the pursuing regarding RenaissanceRe Holdings Ltd. (NYSE:RNR) successful its 3rd 4th 2025 capitalist letter:

"In the Financials assemblage we thin to debar banks that look recognition deterioration oregon rising deposit costs, preferring either plus managers, specialized security companies, oregon fiscal exertion providers. RenaissanceRe Holdings Ltd. (NYSE:RNR) provides reinsurance and security services. After a mixed quarter, we decided to redeploy the proceeds into stocks with amended maturation outlooks. Its stock terms slipped by -2% portion held successful the quarter."

Is RenaissanceRe Holdings Ltd. (RNR) High Growth Financial Stock To Invest In?

RenaissanceRe Holdings Ltd. (NYSE:RNR) is not connected our database of 30 Most Popular Stocks Among Hedge Funds. As per our database, 37 hedge money portfolios held RenaissanceRe Holdings Ltd. (NYSE:RNR) astatine the extremity of the 3rd quarter, which was 33 successful the erstwhile quarter. While we admit the imaginable of RenaissanceRe Holdings Ltd. (NYSE:RNR) arsenic an investment, we judge definite AI stocks connection greater upside imaginable and transportation little downside risk. If you're looking for an highly undervalued AI banal that besides stands to payment importantly from Trump-era tariffs and the onshoring trend, spot our escaped study connected the best short-term AI stock.

In another article, we covered RenaissanceRe Holdings Ltd. (NYSE:RNR) and shared the database of stocks with immense upside imaginable from Billionaire Jacob Rothschild’s RIT Capital Partners. In addition, delight cheque retired our hedge money capitalist letters Q3 2025 page for much capitalist letters from hedge funds and different starring investors.