TimesSquare Capital Management released its third-quarter 2025 investor letter, showcasing a 4.00% (gross) return and 3.78% (net) compared to the Russell Midcap Growth Index’s 2.78%. RenaissanceRe Holdings Ltd. was highlighted as a strong stock pick, with a one-month return of 3.52% and shares closing at $272.41 on December 12, 2025.

The investor letter from TimesSquare Capital U.S. Focus Growth Strategy mentioned avoiding banks in favor of specialized insurance companies like RenaissanceRe Holdings Ltd. The stock faced a -2% slip in the quarter, prompting a shift to stocks with better growth prospects. Despite this, RenaissanceRe Holdings Ltd. remains a solid investment option.

RenaissanceRe Holdings Ltd. did not make the list of 30 Most Popular Stocks Among Hedge Funds, with 37 hedge fund portfolios holding it at the end of the third quarter. While the stock offers potential, AI stocks with higher upside and lower risk are favored. Investors looking for undervalued AI stocks can explore opportunities highlighted in a free report.

Read more at Yahoo Finance: TimesSquare U.S. Focus Growth Strategy Exited RenaissanceRe Holdings Ltd. (RNR) After a Mixed Quarter