WAVEMAN · COMPANY

JRVR · James River Group Holdings, Inc.

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TEAM-0.32% 13F +439META+2.47% 13F +2,694RCG-2.04% CLUSTERUTHR-4.03% 13F +425CRWV-1.12% 13F +693CRM-0.46% 13F +1,018CVNA+2.74% 13F +794TPL-0.71% 13F +444NET-4.47% 13F +710MSTR-1.35% 13F +526DELL+15.81% 13F +1,203CRWD-5.42% 13F +1,382ANET+2.87% 13F +1,323COIN-1.05% 13F +475TEAM-0.32% 13F +439META+2.47% 13F +2,694RCG-2.04% CLUSTERUTHR-4.03% 13F +425CRWV-1.12% 13F +693CRM-0.46% 13F +1,018CVNA+2.74% 13F +794TPL-0.71% 13F +444NET-4.47% 13F +710MSTR-1.35% 13F +526DELL+15.81% 13F +1,203CRWD-5.42% 13F +1,382ANET+2.87% 13F +1,323COIN-1.05% 13F +475

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JRVR

Name: James River Group Holdings, Inc. (JRVR) insider trading and ownership data
Creator: WaveMan
License: https://wave-man.com/terms

James River Group Holdings, Inc.

INSURANCE · FIRE, MARINE & CASUALTY INSURANCE · CIK 0001620459

ACTIVIST 13D☆ WATCH

INSIDER NET · 180D

open-market buys minus sells, Form 4 codes P and S

INSIDER BUYERS · 180D

CONGRESS BUYERS · 1Y

FUNDS ADDED · QTR

13F, latest reported quarter

REVENUE GROWTH

-2.8%

XBRL, annual

NET MARGIN

6.9%

SEVEN FACTS, RANKED AGAINST THE SECTOR · RANK IS NOT A FORECAST

INSIDERS

no Form 4 purchases or sales on file

CONGRESS

no member of Congress has reported trading it

FUNDS

71 funds added or opened last quarter

below 72% of Insurance

REVENUE

-2.8% year over year

below 89% of Insurance

MARGIN

6.9% net margin

below 62% of Insurance

BUYBACKS

no share repurchases reported

SHORT

4.0% of shares outstanding short · 8.0 days to cover · settled 2026-07-31

more than 72% of Insurance

THE SITUATION · EVERY LINE IS ONE RULE OVER ONE DATASET

71 funds added or opened positions in the latest 13F quarter, of 118 holders.

Zimmer Partners, LP disclosed a 5%+ stake (10.0%) in the last six months.

The year, with the filings on it

Total return indexed to 100 over the last 12 months · every marker is a federal filing, placed at its date — hover any marker for the detail

TOTAL 12M RETURN -24.4%

-24.4%12M

13D/G STAKE

INDEXED RETURN, DIVIDEND-ADJUSTED — NOT A PRICE CHART · LARGE TRADES DRAWN FIRST WHEN A NAME FILES HEAVILY

Live price

Daily candles from TradingView, on their licence — no filings are marked on this one

WHY THIS NAME IS ON THE DESK

An activist crossed the 5% line with declared intent.

The record shows 71 funds added last quarter. Every figure is a federal filing, dated the day it became public.

Backtest this pattern Open the screener

Same sector, ranked by filing activity

Sector from the SEC's own SIC classification

GSHD DGICA PLMR ALHC CRVL HGTY KNSL TRV AFL MKL GL OSCR

Insider transactions

Form 4 purchases and sales (codes P and S) — grants, option exercises and preferred conversions excluded

No insider purchases or sales are on record for James River Group Holdings, Inc. in the period covered. Source: SEC Form 4 filings, as of 2026-09-04.

INSIDER

FILED

VALUE

Sutherland Todd Randell

President, E&S Lines Segment

BUY

2025-06-02

17,000.0

$99.8K

Migliorato Peter B.

Director

BUY

2025-05-20

18,500.0

$101.0K

LaSala Christine

Director

BUY

2025-05-19

29,125.0

$152.3K

D'Orazio Frank

Chief Executive Officer

BUY

2025-05-15

100,000.0

$475.0K

Brown Thomas Lynn

Director

BUY

2022-11-04

2,000.0

$46.1K

19 TRANSACTIONS ON RECORD

Showing the most recent few. Create a free account to see 14 more transactions on record, the cross-source screener and CSV export. We store only your email address, and there is no password to create.

Institutional holders

13F · holdings as of the latest quarter funds have reported

Gallatin Point Capital LLC

5,859,375.0 sh

$25.8M

Zimmer Partners, LP

4,623,685.0 sh

$20.3M

BlackRock, Inc.

3,394,851.0 sh

$14.9M

CONTINENTAL GENERAL INSURANCE CO

2,607,587.0 sh

$11.5M

Enstar Group LTD

2,590,765.0 sh

$11.3M

5%+ owners

13D = intent to influence · 13G = passive

Zimmer Partners, LP

ACTIVIST 13D · 2026-05-15

10.0%

Zimmer Financial Services Group LLC

ACTIVIST 13D · 2026-05-15

10.0%

Zimmer Partners GP, LLC

ACTIVIST 13D · 2026-05-15

10.0%

Stuart J. Zimmer

ACTIVIST 13D · 2026-05-15

10.0%

FORM 144

No planned-sale notices

No insider has notified an intent to sell. This is the panel to watch after a run-up.

Fund concentration

N-PORT · funds ranked by how much of THEMSELVES they put in this stock — the conviction number 13F cannot show

Boston Partners Small Cap Value Fund II

$4.2M POSITION · AS OF 2026-02-28

0.5%

NORTH SQUARE KENNEDY MICROCAP FUND

$100.4K POSITION · AS OF 2026-02-28

0.3%

Ultra-Small Company Market Fund

$365.4K POSITION · AS OF 2026-03-31

0.3%

T. Rowe Price Small-Cap Value Fund, Inc.

$16.6M POSITION · AS OF 2026-03-31

0.2%

AQR Small Cap Multi-Style Fund

$263.3K POSITION · AS OF 2026-03-31

0.2%

NVIT Small Cap Value Fund

$241.8K POSITION · AS OF 2026-03-31

0.1%

SEC N-PORT, MONTHLY WITH A ~60-DAY PUBLIC LAG · FUNDS ≥ $10M · % = SHARE OF THE FUND'S OWN BOOK

Fundamentals

Annual figures from XBRL filings · pick a past date to see them exactly as the market knew them then — restatements and all

	2025-12	2024-12	2023-12	2022-12
REVENUE	$687.6M	$707.6M	$812.0M	$661.5M
NET INCOME	$47.4M	$-81.1M	$-107.7M	$31.0M
EPS (DILUTED)	0.79	-3.06	-3.13	0.59
OPERATING CASH FLOW	$-18.8M	$-247.1M	$88.0M	$222.7M
CASH	$260.9M	$362.3M	$274.3M	$159.2M
BUYBACKS	—	—	—	$1.3M
DIVIDENDS PAID	$2.0M	$6.2M	$7.7M	$7.8M

SEC XBRL · FISCAL-YEAR PERIODS · AS KNOWN ON 2026-09-04 · NOBODY ELSE SHOWS FUNDAMENTALS AS OF A PAST DATE