Kevin O'donnell

President, Chief Executive Officer & Director, Renaissancere Holdings

Search every verified Kevin O'donnell interview, podcast appearance, and on-the-record quote — each transcript cross-checked by AI and human review to confirm speaker identity. Kevin O'Donnell, President and CEO of RenaissanceRe, discussed the company's strategy and market outlook at PwC's Insurance Summit 2025 and during RenaissanceRe's Q2 2025 earnings call. At the summit, he described third-party capital as a permanent feature of the business, noting a current shift toward private credit and private equity interest in longer-tail liabilities. He also expressed confidence in Bermuda's continued role as a preferred jurisdiction for the company, citing its global footprint compared to more narrowly focused rival jurisdictions. O'Donnell stated that the company's focus is on margin preservation over growth and emphasized the importance of rate adequacy over rate changes, suggesting that a 10% rate reduction into the January renewal would not alter the company's approach. During the Q2 2025 earnings call, RenaissanceRe reported net income available to common shareholders of $826.5 million, or $17.20 per diluted share, with an annualized return on average common equity of 33.7% and a combined ratio of 75.1%. O'Donnell said he had never been more pleased with the state of the business in his nearly 30 years at the company, citing growth in tangible book value per share despite the impact of California wildfires and share repurchases. He noted that the company remains optimistic about 2026, with expectations that the year will look similar to 2025, and identified the upcoming wind season as a key variable that could influence pricing power between buyers and reinsurers.