JRVRNasdaqFire, Marine & Casualty InsuranceFiscal year ends December 31
James River Group Holdings, Inc.
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 10, 2026
$3.86+0.04 (+1.05%)
Close on Oct 19, 2026
- Market cap
- $181.27M
- P/E (TTM)
- 4.9
- Dividend yield
- 1.04%
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
71.0%
33M of 46M shares
Institutional holders
114
21 new, 20 sold out
Net institutional buying
2M
In Q2 2026
Insider trades, 12 months
0 buys · 0 sales
Open-market trades only
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| Zimmer Partners GP, LLC | 4,623,685 | 10.00% | 13D (active) | May 14, 2026 |
| Zimmer Financial Services Group LLC | 4,591,638 | 10.00% | 13G (passive) amendment | Sep 30, 2025 |
| T. Rowe Price Investment Management, Inc. | 4,500,097 | 9.80% | 13G (passive) amendment | Jun 30, 2025 |
| Stuart J. Zimmer | 2,985,810 | 6.50% | 13G (passive) | Jun 30, 2025 |
| BlackRock, Inc. | 2,863,911 | 6.30% | 13G (passive) amendment | Mar 31, 2025 |
| Anthony Michael Muscolino | 2,590,765 | 5.60% | 13G (passive) amendment | Jun 30, 2026 |
| Elk Insurance Holdings, LLC | 2,590,765 | 5.60% | 13G (passive) amendment | Sep 30, 2025 |
| Kenmare Holdings Ltd. | 2,590,765 | 5.70% | 13G (passive) | Dec 18, 2024 |
| DSCO Value Fund, L.P. | 2,440,347 | 5.30% | 13G (passive) | Jun 30, 2026 |
| Continental General Holdings LLC | 2,424,813 | 5.30% | 13G (passive) | Mar 17, 2026 |
| GPC Partners II GP LLC | 19,381,009 | 32.80% | 13D (active) amendment | Nov 13, 2024 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of JRVR | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| Zimmer Partners, LP | 4,623,685 | 10.00% | $20.34M | +32,047 | 0.47% |
| T. Rowe Price Investment Management, Inc. | 4,605,838 | 9.96% | $20.27K | +111,187 | 0.01% |
| BlackRock, Inc. | 3,394,851 | 7.34% | $14.94M | +254,009 | 0.00% |
| Continental General Insurance Co | 2,607,587 | 5.64% | $11.47M | +87,345 | 2.39% |
| Donald Smith & Co., Inc. | 2,440,347 | 5.28% | $10.74M | +619,378 | 0.19% |
| Vanguard Capital Management LLC | 1,724,161 | 3.73% | $7.59M | −1,858 | 0.00% |
| RBF Capital, LLC | 1,221,980 | 2.64% | $5.38M | +93,455 | 0.22% |
| Geode Capital Management, LLC | 1,105,485 | 2.39% | $4.87M | +93,910 | 0.00% |
| Discovery Capital Management, LLC / Ct | 1,059,155 | 2.29% | $4.66M | +239,800 | 0.19% |
| Boston Partners | 1,038,717 | 2.25% | $4.57M | +191,692 | 0.00% |
| Dimensional Fund Advisors LP | 1,001,405 | 2.17% | $4.41M | +156,162 | 0.00% |
| State Street Corp | 827,859 | 1.79% | $3.64M | +2,184 | 0.00% |
| Morgan Stanley | 740,966 | 1.60% | $3.26M | +165,594 | 0.00% |
| Aqr Capital Management LLC | 508,019 | 1.10% | $2.24M | +163,996 | 0.00% |
| Kennedy Capital Management LLC | 492,253 | 1.06% | $2.17M | −9,281 | 0.04% |
| Price T Rowe Associates Inc /Md/ | 376,537 | 0.81% | $1.66K | +11,960 | 0.00% |
| American Century Companies Inc | 376,187 | 0.81% | $1.66M | +215,729 | 0.00% |
| Charles Schwab Investment Management Inc | 360,226 | 0.78% | $1.58M | +6,303 | 0.00% |
| Northern Trust Corp | 347,097 | 0.75% | $1.53M | +25,734 | 0.00% |
| Flax Pond Capital, LLC | 328,574 | 0.71% | $1.51M | +314,374 | 0.56% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 114 | 33M | 71.0% | 21 / 48 | 29 / 20 | 4M | 2M |
| Q1 2026 | 115 | 31M | 67.6% | 18 / 46 | 30 / 17 | 6M | 5M |
| Q4 2025 | 117 | 32M | 69.1% | 112 / 1 | 3 / 0 | 26M | 0M |
| Q3 2025 | 5 | 6M | 13.2% | 4 / 1 | 0 / 0 | 6M | 0M |
| Q2 2025 | 1 | 0M | 0.0% | 1 / 0 | 0 / 0 | 0M | 0M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of JRVR | Value | % of fund | As of |
|---|---|---|---|---|---|
| T. Rowe Price Small-Cap Value Fund, Inc. | 2,685,132 | 5.81% | $11.81M | 0.11% | Jun 30, 2026 |
| Vanguard Total Stock Market Index Fund | 1,155,297 | 2.50% | $5.08M | 0.00% | Jun 30, 2026 |
| iShares Russell 2000 ETF | 1,155,152 | 2.50% | $5.08M | 0.01% | Jun 30, 2026 |
| Boston Partners Small Cap Value Fund II | 597,833 | 1.29% | $2.34M | 0.29% | May 31, 2026 |
| Vanguard Extended Market Index Fund | 527,560 | 1.14% | $2.32M | 0.00% | Jun 30, 2026 |
| iShares Russell 2000 Value ETF | 431,696 | 0.93% | $1.90M | 0.01% | Jun 30, 2026 |
| Fidelity Small Cap Index Fund | 410,511 | 0.89% | $1.84M | 0.01% | Jul 31, 2026 |
| T. Rowe Price Financial Services Fund, Inc. | 270,144 | 0.58% | $1.19M | 0.06% | Jun 30, 2026 |
| Avantis U.S. Small Cap Value ETF | 264,883 | 0.57% | $1.04M | 0.00% | May 31, 2026 |
| Fidelity Extended Market Index Fund | 227,943 | 0.49% | $891.26K | 0.00% | May 31, 2026 |
| Schwab U.S. Small-Cap ETF | 218,805 | 0.47% | $855.53K | 0.00% | May 31, 2026 |
| Vanguard Russell 2000 Index Fund | 190,521 | 0.41% | $744.94K | 0.00% | May 31, 2026 |
| U.S. Small Cap Portfolio | 176,200 | 0.38% | $791.14K | 0.00% | Jul 31, 2026 |
| U.S. Small Cap Value Portfolio | 167,450 | 0.36% | $751.85K | 0.00% | Jul 31, 2026 |
| Meridian Contrarian Fund | 150,000 | 0.32% | $660.00K | 0.10% | Jun 30, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Frank D'Orazio | Chief Executive Officer, Director | 546,399 | 1.18% | Mar 9, 2026 |
| Todd Randell Sutherland | President, E&S Lines Segment | 90,983 | 0.20% | Aug 7, 2026 |
| Michael J. Hoffmann | SVP Chief Underwriting Officer | 120,796 | 0.26% | Mar 9, 2026 |
| James Paul McCoy | Senior Vice President | 67,926 | 0.15% | Mar 9, 2026 |
| Jeanette L. Miller | SVP, Chief Legal Officer | 84,144 | 0.18% | Mar 9, 2026 |
| Sarah C. Doran | Chief Financial Officer | 217,172 | 0.47% | Mar 9, 2026 |
| Michael E. Crow | Principal Accounting Officer | 101,019 | 0.22% | Mar 6, 2026 |
| William K. Bowman | Pres & CEO- Sp Adm Ins Sgmt | 62,305 | 0.13% | Mar 7, 2025 |
| Richard Schmitzer | Pres. & CEO - E&S Lines Sgmt | 353,522 | 0.76% | Mar 7, 2025 |
| Rajiv Basu | Director | 18,632 | 0.04% | Aug 12, 2026 |
| Christine LaSala | Director | 82,371 | 0.18% | Mar 6, 2026 |
| Thomas Lynn Brown | Director | 44,549 | 0.10% | Mar 6, 2026 |
| Joel D. Cavaness | Director | 19,888 | 0.04% | Mar 6, 2026 |
| Kirstin Gould | Director | 44,699 | 0.10% | Mar 6, 2026 |
| Peter B. Migliorato | Director | 53,610 | 0.12% | Mar 6, 2026 |
| Dennis J. Langwell | Director | 35,418 | 0.08% | Mar 6, 2026 |
| Partners II GP LLC GPC | Director | 5,859,375 | 12.67% | Nov 13, 2024 |
| Lewis A. Sachs | Director | – | – | Nov 13, 2024 |
| Partners Investments (Thames) LP GPC | Director | – | – | Nov 13, 2024 |
| Matthew Botein | Director | 5,859,375 | 12.67% | Nov 13, 2024 |
| Point Capital LLC Gallatin | Director | – | – | Nov 13, 2024 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Rajiv Basu Director | Aug 12, 2026 | Award | +18,632 | – | – | 18,632 |
| Todd Randell Sutherland President, E&S Lines Segment | Aug 6, 2026 | Tax withholding | −4,310 | $4.79 | $20.64K | 90,983 |
| Todd Randell Sutherland President, E&S Lines Segment | May 4, 2026 | Tax withholding | −937 | $6.13 | $5.74K | 95,293 |
| Frank D'Orazio Chief Executive Officer, Director | Mar 5, 2026 | Tax withholding | −14,128 | $6.44 | $90.98K | 546,399 |
| James Paul McCoy Senior Vice President | Mar 5, 2026 | Tax withholding | −4,517 | $6.44 | $29.09K | 67,926 |
| Michael J. Hoffmann SVP Chief Underwriting Officer | Mar 5, 2026 | Tax withholding | −8,939 | $6.44 | $57.57K | 120,796 |
| Jeanette L. Miller SVP, Chief Legal Officer | Mar 5, 2026 | Tax withholding | −4,126 | $6.44 | $26.57K | 84,144 |
| Sarah C. Doran Chief Financial Officer | Mar 5, 2026 | Tax withholding | −8,741 | $6.44 | $56.29K | 208,172 |
| Sarah C. Doran Chief Financial Officer | Mar 4, 2026 | Award | +42,446 | – | – | 216,913 |
| Frank D'Orazio Chief Executive Officer, Director | Mar 4, 2026 | Award | +143,461 | – | – | 560,527 |
| Thomas Lynn Brown Director | Mar 4, 2026 | Award | +14,409 | – | – | 44,549 |
| Joel D. Cavaness Director | Mar 4, 2026 | Award | +14,409 | – | – | 19,888 |
| Michael J. Hoffmann SVP Chief Underwriting Officer | Mar 4, 2026 | Award | +32,799 | – | – | 129,735 |
| Peter B. Migliorato Director | Mar 4, 2026 | Award | +14,409 | – | – | 53,610 |
| Todd Randell Sutherland President, E&S Lines Segment | Mar 4, 2026 | Award | +28,818 | – | – | 96,230 |
| Kirstin Gould Director | Mar 4, 2026 | Award | +14,409 | – | – | 44,699 |
| Jeanette L. Miller SVP, Chief Legal Officer | Mar 4, 2026 | Award | +26,714 | – | – | 88,270 |
| Christine LaSala Director | Mar 4, 2026 | Award | +21,613 | – | – | 82,371 |
| James Paul McCoy Senior Vice President | Mar 4, 2026 | Award | +18,912 | – | – | 72,443 |
| Michael E. Crow Principal Accounting Officer | Mar 4, 2026 | Award | +41,686 | – | – | 101,019 |
| Dennis J. Langwell Director | Mar 4, 2026 | Award | +14,409 | – | – | 35,418 |
| Frank D'Orazio Chief Executive Officer, Director | Mar 2, 2026 | Tax withholding | −4,793 | $7.13 | $34.17K | 417,066 |
| Frank D'Orazio Chief Executive Officer, Director | Mar 2, 2026 | Award | +13,597 | – | – | 421,859 |
| Michael J. Hoffmann SVP Chief Underwriting Officer | Mar 2, 2026 | Tax withholding | −1,853 | $7.13 | $13.21K | 96,936 |
| Michael J. Hoffmann SVP Chief Underwriting Officer | Mar 2, 2026 | Award | +6,247 | – | – | 98,789 |
| Sarah C. Doran Chief Financial Officer | Mar 2, 2026 | Award | +8,085 | – | – | 177,195 |
| Sarah C. Doran Chief Financial Officer | Mar 2, 2026 | Tax withholding | −2,728 | $7.13 | $19.45K | 174,467 |
| Jeanette L. Miller SVP, Chief Legal Officer | Mar 2, 2026 | Award | +3,122 | – | – | 62,610 |
| Jeanette L. Miller SVP, Chief Legal Officer | Mar 2, 2026 | Tax withholding | −1,054 | $7.13 | $7.52K | 61,556 |
| Frank D'Orazio Chief Executive Officer, Director | Mar 1, 2026 | Tax withholding | −6,030 | $7.00 | $42.21K | 408,262 |
| Frank D'Orazio Chief Executive Officer, Director | Mar 1, 2026 | Tax withholding | −2,332 | $7.00 | $16.32K | 414,292 |
| Sarah C. Doran Chief Financial Officer | Mar 1, 2026 | Tax withholding | −1,246 | $7.00 | $8.72K | 172,393 |
| Sarah C. Doran Chief Financial Officer | Mar 1, 2026 | Tax withholding | −3,283 | $7.00 | $22.98K | 169,110 |
| James Paul McCoy Senior Vice President | Mar 1, 2026 | Tax withholding | −1,771 | $7.00 | $12.40K | 53,531 |
| Jeanette L. Miller SVP, Chief Legal Officer | Mar 1, 2026 | Tax withholding | −482 | $7.00 | $3.37K | 61,038 |
| Jeanette L. Miller SVP, Chief Legal Officer | Mar 1, 2026 | Tax withholding | −1,550 | $7.00 | $10.85K | 59,488 |
| Michael J. Hoffmann SVP Chief Underwriting Officer | Mar 1, 2026 | Tax withholding | −3,357 | $7.00 | $23.50K | 92,542 |
| Michael J. Hoffmann SVP Chief Underwriting Officer | Mar 1, 2026 | Tax withholding | −1,274 | $7.00 | $8.92K | 95,899 |
| Michael E. Crow Principal Accounting Officer | Mar 1, 2026 | Tax withholding | −1,111 | $7.00 | $7.78K | 59,333 |
| James Paul McCoy Senior Vice President | Nov 9, 2025 | Tax withholding | −1,130 | $5.51 | $6.23K | 55,302 |
| Todd Randell Sutherland President, E&S Lines Segment | Aug 6, 2025 | Award | +42,955 | – | – | 67,412 |
| Joel D. Cavaness Director | Jul 24, 2025 | Award | +5,479 | – | – | 5,479 |
| Todd Randell Sutherland President, E&S Lines Segment | Jun 2, 2025 | Buy | +17,000 | $5.87 | $99.79K | 24,457 |
| Peter B. Migliorato Director | May 20, 2025 | Buy | +18,500 | $5.46 | $101.01K | 39,201 |
| Christine LaSala Director | May 19, 2025 | Buy | +29,125 | $5.23 | $152.32K | 60,758 |
| Frank D'Orazio Chief Executive Officer, Director | May 15, 2025 | Buy | +100,000 | $4.75 | $475.00K | 416,624 |
| Peter B. Migliorato Director | Mar 5, 2025 | Award | +13,586 | – | – | 20,701 |
| Jeanette L. Miller SVP, Chief Legal Officer | Mar 5, 2025 | Award | +36,684 | – | – | 61,520 |
| Michael J. Hoffmann SVP Chief Underwriting Officer | Mar 5, 2025 | Award | +60,054 | – | – | 97,173 |
| Richard Schmitzer Pres. & CEO - E&S Lines Sgmt | Mar 5, 2025 | Award | +91,026 | – | – | 353,522 |
| Frank D'Orazio Chief Executive Officer, Director | Mar 5, 2025 | Award | +131,334 | – | – | 316,624 |
| Sarah C. Doran Chief Financial Officer | Mar 5, 2025 | Award | +77,717 | – | – | 173,639 |
| Dennis J. Langwell Director | Mar 5, 2025 | Award | +13,586 | – | – | 21,009 |
| James Paul McCoy Senior Vice President | Mar 5, 2025 | Award | +35,665 | – | – | 56,432 |
| Christine LaSala Director | Mar 5, 2025 | Award | +27,173 | – | – | 31,633 |
| Kirstin Gould Director | Mar 5, 2025 | Award | +13,586 | – | – | 30,290 |
| William K. Bowman Pres & CEO- Sp Adm Ins Sgmt | Mar 5, 2025 | Award | +40,760 | – | – | 62,305 |
| Thomas Lynn Brown Director | Mar 5, 2025 | Award | +13,586 | – | – | 30,140 |
| Sarah C. Doran Chief Financial Officer | Mar 2, 2025 | Tax withholding | −2,783 | $4.95 | $13.78K | 95,922 |
| Michael E. Crow Principal Accounting Officer | Mar 2, 2025 | Tax withholding | −1,111 | $4.95 | $5.50K | 60,444 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Adam Abram J. Director | Oct 16, 2023 | 83,311 | $1.22M | Oct 16, 2023 | RSU Vesting |
| Adam Abram J. Director | Sep 12, 2023 | 100,000 | $1.45M | Sep 12, 2023 | RSU Vesting |
| Oakes Michael Director | Sep 6, 2023 | 19,442 | $283.00K | Sep 6, 2023 | RSU |