Discovery Capital Management’s James River Group Holdings JRVR Stock Holding History

Discovery Capital Management’s Portfolio JRVR Stock Details JRVR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$4.66M	Buy	1,059,155 +239,800	+29%	+$1.18M	0.19%	64
2026 Q1	$5.16M	Hold	819,355	–	–	0.27%	57
2025 Q4	$5.21M	Hold	819,355	–	–	0.28%	64
2025 Q3	$4.55M	Hold	819,355	–	–	0.25%	63
2025 Q2	$4.8M	Buy	819,355 +50,800	+7%	+$258K	0.38%	45
2025 Q1	$3.23M	Hold	768,555	–	–	0.39%	42
2024 Q4	$3.74M	Hold	768,555	–	–	0.25%	65
2024 Q3	$4.82M	Buy	768,555 +16,374	+2%	+$120K	0.59%	38
2024 Q2	$5.81M	Hold	752,181	–	–	0.75%	31
2024 Q1	$7M	Buy	752,181 +323,657	+76%	+$2.97M	0.92%	26
2023 Q4	$3.96M	Buy	+428,524	New	+$4.92M	0.6%	36

Other funds holding JRVR

GPC

Gallatin Point Capital Greenwich, Connecticut $332M AUM 18.64% 1-Year Est. Return

Zimmer Partners New York $4.34B AUM 22.78% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

CGIC

Continental General Insurance Company Austin, Texas $480M AUM 101.43% 1-Year Est. Return

Enstar Group Hamilton, Bermuda $216M AUM 13.01% 1-Year Est. Return

DSC

Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

RBF Capital San Francisco, California $2.41B AUM 39.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Discovery Capital Management's JRVR Position: Q2 2026 in Review

Discovery Capital Management increased its James River Group Holdings (JRVR) stake by 29% in Q2 2026, buying an estimated $1.18M and bringing the position to 1,059,155 shares worth $4.66M. The position accounts for 0.19% of the portfolio, ranked #64.

Discovery Capital Management first reported a position in JRVR in Q4 2023 and has held it in 11 quarters since. The position peaked at $7M in Q1 2024. 117 funds tracked by Wall St. Rank hold JRVR as of Q2 2026.

Discovery Capital Management held 1,059,155 shares of James River Group Holdings worth $4.66M as of Q2 2026.
Discovery Capital Management bought 239,800 James River Group Holdings shares in Q2 2026, an estimated $1.18M.
James River Group Holdings made up 0.19% of Discovery Capital Management's portfolio in Q2 2026, its #64 holding.
Discovery Capital Management first reported a position in James River Group Holdings in Q4 2023 and has held it in 11 quarters since.
Discovery Capital Management's James River Group Holdings position peaked at $7M in Q1 2024.
117 funds tracked by Wall St. Rank held James River Group Holdings as of Q2 2026.

Based on Discovery Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.