James River Group Holdings, Inc.
JRVR · Fire, Marine & Casualty Insurance · 46.2M shares · +5%/yr ↑ dilution · EDGAR filings ↗
Net buyback after stock comp: -$6M (gross $4M, SBC $9M)
Reference price $5.87 · est. market cap ~$271M — last insider purchase, 2025-06-02 (estimated from the dated SEC Form 4 price × shares outstanding — not a live quote)
Grade
C56James River Group — excess-and-surplus insurer with weak returns and reserve issues.
Strengths
- Long cash runway; E&S specialty focus
Risks
- ROE 8.8% (20th), ROA (17th) weak; negative free cash flow
- Adverse reserve-development history; reinsurance dependence
Notable findings
- Exec changeRecent 8-K item 5.02 8-K ↗
- Cash burnNegative free cash flow (-23.6M)
- Strong balance sheetStrong balance sheet — $261M cash & investments, ~44 quarters of runway
Quarterly revenue
Last 4 quarters · from SEC filings.
Key metrics
Net margin
6.9%
Return on equity
8.8%
Return on assets
1.0%
Revenue growth (QoQ)
-9.8%
Free cash flow
-$24M
Tangible book value
$324M
Cash & investments
$261M
Cash runway
44q
Stock comp / revenue
0.7%
Insider transactions · last 18 months
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| 2026-05-04 | Sutherland Todd Randell | Tax withheld | 937 | $6.13 |
| 2026-03-05 | McCoy James Paul | Tax withheld | 4.5K | $6.44 |
| 2026-03-05 | Hoffmann Michael J. | Tax withheld | 8.9K | $6.44 |
| 2026-03-05 | Miller Jeanette L | Tax withheld | 4.1K | $6.44 |
| 2026-03-05 | Doran Sarah C. | Tax withheld | 8.7K | $6.44 |
| 2026-03-05 | D'Orazio Frank | Tax withheld | 14K | $6.44 |
| 2026-03-04 | Sutherland Todd Randell | Grant | 29K | — |
| 2026-03-04 | LaSala Christine | Grant | 22K | — |
| 2026-03-04 | McCoy James Paul | Grant | 19K | — |
| 2026-03-04 | Hoffmann Michael J. | Grant | 33K | — |
| 2026-03-04 | Miller Jeanette L | Grant | 27K | — |
| 2026-03-04 | Migliorato Peter B. | Grant | 14K | — |
| 2026-03-04 | Doran Sarah C. | Grant | 42K | — |
| 2026-03-04 | Cavaness Joel D | Grant | 14K | — |
| 2026-03-04 | Brown Thomas Lynn | Grant | 14K | — |
| 2026-03-04 | Langwell Dennis J. | Grant | 14K | — |
| 2026-03-04 | D'Orazio Frank | Grant | 143K | — |
| 2026-03-04 | Gould Kirstin | Grant | 14K | — |
| 2026-03-04 | Crow Michael E | Grant | 42K | — |
| 2026-03-02 | Hoffmann Michael J. | Grant | 6.2K | — |
| 2026-03-02 | Hoffmann Michael J. | Tax withheld | 1.9K | $7.13 |
| 2026-03-02 | Miller Jeanette L | Grant | 3.1K | — |
| 2026-03-02 | Miller Jeanette L | Tax withheld | 1.1K | $7.13 |
| 2026-03-02 | Doran Sarah C. | Grant | 8.1K | — |
| 2026-03-02 | Doran Sarah C. | Tax withheld | 2.7K | $7.13 |
| 2026-03-02 | D'Orazio Frank | Grant | 14K | — |
| 2026-03-02 | D'Orazio Frank | Tax withheld | 4.8K | $7.13 |
| 2026-03-01 | McCoy James Paul | Tax withheld | 1.8K | $7.00 |
| 2026-03-01 | Hoffmann Michael J. | Tax withheld | 1.3K | $7.00 |
| 2026-03-01 | Hoffmann Michael J. | Tax withheld | 3.4K | $7.00 |
| 2026-03-01 | Miller Jeanette L | Tax withheld | 482 | $7.00 |
| 2026-03-01 | Miller Jeanette L | Tax withheld | 1.6K | $7.00 |
| 2026-03-01 | Doran Sarah C. | Tax withheld | 1.2K | $7.00 |
| 2026-03-01 | Doran Sarah C. | Tax withheld | 3.3K | $7.00 |
| 2026-03-01 | D'Orazio Frank | Tax withheld | 2.3K | $7.00 |
| 2026-03-01 | D'Orazio Frank | Tax withheld | 6.0K | $7.00 |
| 2026-03-01 | Crow Michael E | Tax withheld | 1.1K | $7.00 |
| 2025-11-09 | McCoy James Paul | Tax withheld | 1.1K | $5.51 |
| 2025-08-06 | Sutherland Todd Randell | Grant | 43K | — |
| 2025-07-24 | Cavaness Joel D | Grant | 5.5K | — |
| 2025-06-02 | Sutherland Todd Randell | Buy | 17K | $5.87 |
| 2025-05-20 | Migliorato Peter B. | Buy | 18K | $5.46 |
| 2025-05-19 | LaSala Christine | Buy | 29K | $5.23 |
| 2025-05-15 | D'Orazio Frank | Buy | 100K | $4.75 |
| 2025-03-05 | LaSala Christine | Grant | 27K | — |
| 2025-03-05 | Migliorato Peter B. | Grant | 14K | — |
| 2025-03-05 | Langwell Dennis J. | Grant | 14K | — |
| 2025-03-05 | Gould Kirstin | Grant | 14K | — |
| 2025-03-05 | Brown Thomas Lynn | Grant | 14K | — |
| 2025-03-05 | Schmitzer Richard | Grant | 91K | — |
| 2025-03-05 | Miller Jeanette L | Grant | 37K | — |
| 2025-03-05 | McCoy James Paul | Grant | 36K | — |
| 2025-03-05 | Hoffmann Michael J. | Grant | 60K | — |
| 2025-03-05 | D'Orazio Frank | Grant | 131K | — |
| 2025-03-05 | Doran Sarah C. | Grant | 78K | — |
| 2025-03-05 | Bowman William K | Grant | 41K | — |
| 2025-03-02 | Bowman William K | Tax withheld | 567 | $4.95 |
| 2025-03-02 | Schmitzer Richard | Tax withheld | 3.1K | $4.95 |
| 2025-03-02 | Miller Jeanette L | Tax withheld | 1.1K | $4.95 |
| 2025-03-02 | Hoffmann Michael J. | Tax withheld | 2.2K | $4.95 |
| 2025-03-02 | Doran Sarah C. | Tax withheld | 2.8K | $4.95 |
| 2025-03-02 | D'Orazio Frank | Tax withheld | 7.5K | $4.95 |
| 2025-03-02 | Crow Michael E | Tax withheld | 1.1K | $4.95 |
| 2025-03-02 | Crow Michael E | Tax withheld | 1.1K | $4.95 |
| 2025-03-01 | Hoffmann Michael J. | Tax withheld | 2.8K | $4.95 |
| 2025-03-01 | Bowman William K | Tax withheld | 1.7K | $4.95 |
| 2025-03-01 | Doran Sarah C. | Tax withheld | 1.3K | $4.95 |
| 2025-03-01 | Doran Sarah C. | Tax withheld | 3.3K | $4.95 |
| 2025-03-01 | Schmitzer Richard | Tax withheld | 1.5K | $4.95 |
| 2025-03-01 | D'Orazio Frank | Tax withheld | 2.2K | $4.95 |
| 2025-03-01 | D'Orazio Frank | Tax withheld | 5.9K | $4.95 |
| 2025-03-01 | Schmitzer Richard | Tax withheld | 4.0K | $4.95 |
| 2025-03-01 | Bowman William K | Tax withheld | 510 | $4.95 |
| 2025-03-01 | Miller Jeanette L | Tax withheld | 485 | $4.95 |
| 2025-03-01 | Miller Jeanette L | Tax withheld | 1.6K | $4.95 |
| 2025-03-01 | Crow Michael E | Tax withheld | 915 | $4.95 |
| 2025-03-01 | McCoy James Paul | Tax withheld | 1.8K | $4.95 |
| 2025-03-01 | Hoffmann Michael J. | Tax withheld | 1.1K | $4.95 |
All non-derivative Form 4 activity (SEC), newest first.
Notable events (8-K)
| Date | Items | |
|---|---|---|
| 2026-06-17 | Other | filing ↗ |
| 2026-06-08 | Exec/director changeReg FDExhibits | filing ↗ |
| 2026-05-12 | Reg FDExhibits | filing ↗ |
| 2026-05-04 | ResultsOtherExhibits | filing ↗ |
| 2026-04-14 | Exec/director change | filing ↗ |
| 2026-03-27 | Reg FDExhibits | filing ↗ |
| 2026-03-06 | Exec/director change5.05Exhibits | filing ↗ |
| 2026-03-02 | ResultsOtherExhibits | filing ↗ |
Recent filings
| Form | Filed | Period | Accession |
|---|---|---|---|
| 8-K | 2026-06-17 | 2026-06-13 | 0001620459-26-000036 ↗ |
| 8-K | 2026-06-08 | 2026-06-02 | 0001620459-26-000034 ↗ |
| 8-K | 2026-05-12 | 2026-05-12 | 0001620459-26-000031 ↗ |
| 10-Q | 2026-05-05 | 2026-03-31 | 0001620459-26-000028 ↗ |
| 8-K | 2026-05-04 | 2026-05-04 | 0001620459-26-000026 ↗ |
| 10-K/A | 2026-04-30 | 2025-12-31 | 0001620459-26-000022 ↗ |
| 8-K | 2026-04-14 | 2026-04-08 | 0001620459-26-000016 ↗ |
| 8-K | 2026-03-27 | 2026-03-27 | 0001620459-26-000013 ↗ |
| 8-K | 2026-03-06 | 2026-03-02 | 0001620459-26-000011 ↗ |
| 10-K | 2026-03-03 | 2025-12-31 | 0001620459-26-000009 ↗ |
| 8-K | 2026-03-02 | 2026-03-02 | 0001620459-26-000007 ↗ |
| 8-K | 2025-12-03 | 2025-12-02 | 0001620459-25-000148 ↗ |