James River Group Holdings Ltd (JRVR)

Several events have impacted JRVR's stock in the past six months. Shareholders approved key amendments on October 24, 2025. Richard Schmitzer retired as President and CEO of Excess and Surplus Lines, succeeded by Todd Sutherland on May 5, 2025. The company is scheduled to release its third-quarter earnings on November 3, 2025. Georgia Collier and Matt Sinosky were recruited in early October 2025. Second-quarter 2025 results showed net income from continuing operations of $3.2 million. Joel Cavaness was appointed to the Board of Directors on July 24, 2025. Valdean Langenburg was named Group Chief Information Officer and Justin Zaharris was promoted to Group Chief Claims Officer on July 10, 2025. First-quarter 2025 results showed a net income of $9 million. The company's stock price declined by 27.06% between October 18, 2024, and October 17, 2025. Reports of a potential acquisition offer from Global Indemnity Group led to a stock increase, but talks were paused. The company has been undergoing a strategic review since late 2024.

Specific information regarding the demand seasonality for James River Group Holdings Ltd.'s products and services is not readily available.

James River Group Holdings Ltd. operates in the Finance sector, focusing on Property-Casualty Insurers and Specialty Insurance. The company operates through two segments: Excess and Surplus (E&S) Lines, which provides tailored coverage for unique or high-risk exposures, and Specialty Admitted Insurance, which provides insurance for fronting, program administrators, and managing general agents. The Casualty Reinsurance segment was sold in April 2024.

James River Group Holdings Ltd. is headquartered in Hamilton, Bermuda. The E&S Lines segment operates in the United States, Puerto Rico, and the U.S. Virgin Islands. The Specialty Admitted Insurance segment has licenses and authority to write insurance in all 50 U.S. states and the District of Columbia.

James River Group Holdings Ltd. has maintained an "A-" (Excellent) rating from A.M. Best Company. The company has been engaged in a multi-year turnaround effort, focusing on repositioning itself around core competencies. Despite a share price decline and reported decreases in net income, the company has shown positive operational signs, achieving its highest levels of new and renewal annual submission growth in five years. The company aims to be recognized for its expertise, innovation, and client-centric approach.

James River Group Holdings Ltd. has a mixed ownership structure, including institutional, retail, and individual investors. Major institutional owners include Gallatin Point Capital LLC, T. Rowe Price Investment Management, Inc., Vanguard Group Inc, Zimmer Partners, LP, BlackRock, Inc., and Fuller & Thaler Asset Management, Inc. Institutional investors hold approximately 24.55% to 33.81% of the company's stock. Insiders own about 28.88% of the stock, and Matthew Botein owns the most shares among individual investors.