Welcome to our dedicated page for James River Group Holdings SEC filings (Ticker: JRVR), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
James River Group Holdings, Inc. filings document a specialty insurance holding company's results, governance actions and corporate-status changes. Recent Form 8-K reports include quarterly and annual financial results, cash dividend declarations, investor presentations and Regulation FD materials tied to its Excess and Surplus Lines and Specialty Admitted Insurance operations.
The filing record also covers board and executive-compensation matters, amendments to the company's Code of Conduct, and the completed domestication from Bermuda to Delaware. Those corporate-status filings describe the name change to James River Group Holdings, Inc. and the conversion of common shares into Delaware common stock.
James River Group Holdings, Inc. (JRVR) disclosed that on August 31, 2026, director Thomas L. Brown informed the company that he does not intend to seek re-election at the company’s 2026 annual general meeting of shareholders. The company states that Mr. Brown’s decision was not due to any disagreement regarding its operations, policies, or practices.
James River Group Holdings, Inc. (JRVR) reports second quarter 2026 metrics and a board change. On August 20, 2026, director Kirstin M. Gould resigned, effective immediately; the company states her resignation was not due to any disagreement over operations, policies or practices.
For 2Q26, net income to common shareholders was $4.4 million, up 59% versus 2Q25, with an Excess & Surplus (E&S) segment combined ratio of 92.8% and a consolidated combined ratio of 100.2%. Adjusted net operating income was $10.0 million compared with $11.7 million in 2Q25. Tangible common equity was $416.7 million, or $9.01 per share.
The company highlights its focus on the U.S. small and medium enterprise E&S market, with 96% of 2025 net written premiums from E&S lines and last‑twelve‑month gross written premium of $912 million as of June 30, 2026. Total assets were about $4.8 billion, shareholders’ equity $523 million, and the leverage ratio 28%. A yield‑oriented investment portfolio of roughly $1.9 billion generated 2Q26 net investment income of $20.3 million and an annualized gross investment yield of 4.6%. Management also presents several non‑GAAP measures, including underwriting profit, adjusted net operating income and tangible equity, with reconciliations provided.
James River Group Holdings, Ltd. has a significant shareholder group led by Enstar Group Limited and related entities. As of June 30, 2026, Cavello Bay Reinsurance Limited, a wholly owned subsidiary of Enstar, beneficially owns 2,590,765 common shares, representing 5.6% of the outstanding common stock, based on 46,236,856 shares outstanding as of May 4, 2026.
These shares are reported as being held with shared voting and shared dispositive power, and no reporting person has sole voting or dispositive power. Ownership is attributed through a chain of Elk Topco, LLC and other intermediate holding companies ultimately tied to Elk Insurance Holdings, LLC, whose sole members are Jennifer Gordon and Anthony Michael Muscolino. Each reporting person states that they disclaim beneficial ownership of the securities held directly by Cavello Bay.
Basu Rajiv reported acquisition or exercise transactions in this Form 4 filing.
James River Group Holdings, Inc. reported that director Rajiv Basu received an annual equity compensation grant of 18,632 shares of Common Stock in the form of restricted share units. These units are payable solely in common stock and vest on March 4, 2027, bringing his reported direct holdings to 18,632 shares.
Donald Smith & Co., Inc. and DSCO Value Fund, L.P. report beneficial ownership of 2,440,347 shares of James River Group Holdings, Inc. common stock, representing 5.28% of the outstanding class. Donald Smith & Co., Inc. has sole voting power over 2,361,019 shares and sole dispositive power over 2,417,519 shares, while DSCO Value Fund, L.P. has sole voting and dispositive power over 22,828 shares. The economic benefits from dividends and sale proceeds are ultimately for the firms’ institutional advisory clients, none of which is said to hold more than five percent of the stock.
James River Group Holdings, Inc. reported Q2 2026 net income from continuing operations of $6.6 million, up from $5.1 million a year earlier, on net earned premiums of $139.0 million versus $152.6 million. Total revenues were $161.3 million, slightly below $174.8 million in Q2 2025.
For the first half of 2026, the company recorded a net loss of $2.5 million versus net income of $14.3 million in the prior-year period, with total revenues of $312.7 million compared to $347.1 million. Operating cash use improved to $5.8 million from $26.3 million, while cash, cash equivalents and restricted cash fell to $204.2 million. Loss reserves remained large at $3.09 billion with only modest net adverse development, and total assets were $4.77 billion against shareholders’ equity of $522.6 million. The company relies on retroactive reinsurance, including loss portfolio transfers and adverse development covers; the remaining $23.6 million limit on one excess and surplus lines adverse development cover was fully utilized in the first half of 2026.
James River Group Holdings, Inc. reported second quarter 2026 net income available to common shareholders of $4.4 million (diluted EPS $0.10), up from $2.8 million (EPS $0.06) a year earlier, a 59% increase. Net income from continuing operations available to common shareholders was $4.7 million, while adjusted net operating income was $10.0 million (diluted $0.20) versus $11.7 million (diluted $0.23) in 2025.
Total revenues fell to $161.3 million from $174.8 million as gross written premiums declined 29% to $268.9 million, driven by deliberate pullback in Specialty Admitted Insurance, where gross written premiums dropped 76%. Excess and Surplus Lines remained the core business with a combined ratio of 92.8% and loss ratio of 65.4%. Consolidated combined ratio including retroactive reinsurance impact was 105.2%.
Shareholders’ equity was $522.6 million at June 30 2026, with tangible common equity of $416.7 million, or $9.01 per share, up from $8.94 at December 31 2025. The Board declared a quarterly cash dividend of $0.01 per common share, payable September 30 2026. Net investment income was stable at $20.3 million with a 4.6% annualized yield.
Todd Randell Sutherland, President of the E&S Lines Segment at James River Group Holdings, Inc., reported a disposition of 4,310 shares of Common Stock on August 6, 2026. The shares were withheld by the company at $4.79 per share to pay income tax arising from the vesting of 14,318 restricted share units. Following this tax-withholding event, Sutherland directly holds 90,983 shares of the company’s Common Stock.
James River Group Holdings, Inc. reports a court ruling related to its dispute with Fleming Intermediate Holdings LLC over the sale of former subsidiary JRG Reinsurance Company Ltd. On June 13, 2026, the New York Supreme Court, Commercial Division, granted in part and denied in part Fleming’s motion to dismiss the company’s amended complaint.
The court dismissed the company’s claim for specific performance as moot because the transaction closed on April 16, 2024, and also dismissed claims for consequential damages. However, the court allowed the company’s claim for direct damages for alleged breach of contract under the November 8, 2023 Stock Purchase Agreement to proceed.
James River Group Holdings, Inc. filed an initial Form 3 for director Rajiv Basu. The filing reports that he beneficially owns 0 shares of the company’s common stock as of the reported date, meaning he did not list any direct holdings of James River Group common shares at that time.