Fire, Marine & Casualty Insurance · SIC 6331

James River Group Holdings, Inc.

JRVR

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Latest revenue

$21.3M

as of 2026-03-31

Latest net income

$-8.9M

as of 2026-03-31

Net margin

-41.8%

as of 2026-03-31

Price · 5Y

-34.2% / yr 48.0 pts / yr vs S&P 500 87.6% total
Compare:

Live market

delayed ≤15 min
$4.00
2.68%
Market cap
$184.9M
Enterprise value
$184.9M
P/E (trailing)
3.9×
Forward P/E
P/B
Dividend yield
1.0%
52-wk high
$7.20
52-wk low
$3.76
Beta
Shares out
46.2M

5-year trend

What this company does

AI

Item 1. BUSINESS General James River Group Holdings, Inc. owns and operates a group of specialty property and casualty insurance companies focused on underwriting small and middle market casualty risks within the U.S. excess and surplus (“E&S”) lines market. For the year ended December 31, 2025, approximately 84.5% of our gross written premiums and 95.9% of our net written premiums originated from the E&S lines market, which we believe puts us among the top publicly traded insurers as ranked by highest concentrations of E&S risk. Substantially all of our business is casualty insurance, and for the year ended December 31, 2025, 96.7% of our gross written premiums were derived from casualty…

AI summary unavailable — showing raw filing excerpt

Generated from JRVR's filing dated 2026-03-03

Key risks

AI

TABLE OF CONTENTS Item 1A. RISK FACTORS You should carefully consider the following risks, together with the cautionary statement under the caption “Special Note Regarding Forward-Looking Statements” above and the other information included in this Annual Report. The risks described below are not the only ones we face. Additional risks that are currently unknown to us or that we currently consider immaterial may also impair our business or materially adversely affect our financial condition or results of operations. If any of the following risks actually occurs, our business, financial condition or results of operation could be materially adversely affected. Summary Risks Related to Our…

AI summary unavailable — showing raw filing excerpt

Generated from JRVR's filing dated 2026-03-03

Profitability

Net margin

6.9%

160.2%

Return on equity

8.8%

150.1%

Return on assets

1.0%

160.2%

Leverage

Debt / equity

8.03×

18.6%

Debt / assets

88.9%

2.1%

Earnings tracker

QuarterRevenueYoYNet incomeYoYNet margin

Q1 2026

2026-03-31

$21.3M+6.6%$-8.9M-193.2%-41.8%

Q4 2025

2025-12-31

$625.2M-1.8%$32.1M+136.5%5.1%

Q3 2025

2025-09-30

$21.9M-7.0%$1.0M+106.2%4.7%

Q2 2025

2025-06-30

$20.5M-17.7%$4.8M-37.6%23.2%

Q1 2025

2025-03-31

$20.0M-11.6%$9.6M-37.8%47.9%

Q4 2024

2024-12-31

$636.5M$-87.8M-13.8%

Q3 2024

2024-09-30

$23.6M+8.1%$-16.4M-183.6%-69.4%

Q2 2024

2024-06-30

$24.9M+36.7%$7.6M-52.1%30.6%

Year-over-year change vs the same fiscal quarter one year prior. Revenue + net income sourced from SEC 10-Q / 10-K filings — no analyst-consensus dependency.

Industry trend

Fire, Marine & Casualty Insurance · SIC 6331

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Insider activity

Insider buying

$99.8K

Insider selling

$0

Net activity

+$99.8K

Distinct insiders

1

Open-market trades over the last 365 days.

Recent transactions

DateInsiderTypeSharesPriceValue
2025-06-02

Todd Randell Sutherland

President, E&S Lines Segment

Purchase17,000$5.87$99.8K

Source: SEC Form 4 filings. Officers, directors, and 10%+ owners must disclose share transactions within two business days. RSU grants and tax-withholding rows are excluded by default — compensation activity is not a trading signal.

Who owns JRVR

Institutional value

$95.9M

Total shares held

15.3M

Distinct holders

60

-59 vs prior

As of

2026-03-31

Prior: 2025-12-31

Filers with $100M+ AUM disclose holdings 45 days after quarter end.

Top institutional holders

#ManagerSharesValueQoQ changeAction
1Gallatin Point Capital LLC5.9M$36.9M+0 (+0.0%)No change
2BlackRock, Inc.3.1M$19.8M+7.2K (+0.2%)Added
3VANGUARD CAPITAL MANAGEMENT LLC1.7M$10.9MNew
4Boston Partners847.0K$5.3M+33.7K (+4.1%)Added
5DIMENSIONAL FUND ADVISORS LP845.2K$5.3M+73.2K (+9.5%)Added
6KENNEDY CAPITAL MANAGEMENT LLC501.5K$3.2M+11.4K (+2.3%)Added
7Hillsdale Investment Management Inc.448.9K$2.8M+140.4K (+45.5%)Added
8Bronte Capital Management Pty Ltd.339.0K$2.1M+215.4K (+174.3%)Added
9VANGUARD FIDUCIARY TRUST CO284.4K$1.8MNew
10VANGUARD PORTFOLIO MANAGEMENT LLC277.8K$1.8MNew
11Bank of New York Mellon Corp145.2K$914.8K+7.2K (+5.2%)Added
12JPMORGAN CHASE & CO117.9K$739.2K-20.2K (-14.6%)Trimmed
13Nuveen, LLC89.5K$563.8K+631 (+0.7%)Added
14SEI INVESTMENTS CO83.4K$525.4K+35.9K (+75.8%)Added
15Public Sector Pension Investment Board76.0K$478.5K+0 (+0.0%)No change
16RHUMBLINE ADVISERS45.7K$287.7K-1.4K (-2.9%)Trimmed
17Bleakley Financial Group, LLC40.2K$253.0KNew
18Russell Investments Group, Ltd.37.8K$238.2K+279 (+0.7%)Added
19UBS Group AG35.0K$220.3K+15.1K (+75.9%)Added
20FRANKLIN RESOURCES INC27.1K$171.0KNew

Source: SEC Form 13F-HR. Positions aggregated across sub-managers within each firm. Options (puts/calls) excluded — common stock only.

Top questions investors are asking

Coming once JRVR's latest filing finishes processing.