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Donald Smith & Co’s James River Group Holdings JRVR Stock Holding History

Donald Smith & Co’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 		$10.7M Buy
2,440,347
+619,378
+34% +$3.05M 0.19% 50
2026
Q1 		$11.5M Buy
1,820,969
+149,749
+9% +$984K 0.21% 49
2025
Q4 		$10.6M Buy
1,671,220
+1,358,785
+435% +$7.82M 0.2% 48
2025
Q3 		$1.73M Buy
+312,435
New +$1.75M 0.03% 56

Other funds holding JRVR

GPC
Gallatin Point Capital Greenwich, Connecticut $332M AUM 18.64% 1-Year Est. Return
ZP
Zimmer Partners New York $4.34B AUM 22.78% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
BlackRock
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
EG
Enstar Group Hamilton, Bermuda $216M AUM 13.01% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
RC
RBF Capital San Francisco, California $2.41B AUM 39.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
DCM
Discovery Capital Management South Norwalk, Connecticut $2.41B AUM 286.33% 1-Year Est. Return

Donald Smith & Co's JRVR Position: Q2 2026 in Review

Donald Smith & Co increased its James River Group Holdings (JRVR) stake by 34% in Q2 2026, buying an estimated $3.05M and bringing the position to 2,440,347 shares worth $10.7M. The position accounts for 0.19% of the portfolio, ranked #50.

Donald Smith & Co first reported a position in JRVR in Q3 2025 and has held it in 4 quarters since. The position peaked at $11.5M in Q1 2026. 117 funds tracked by Wall St. Rank hold JRVR as of Q2 2026.

  • Donald Smith & Co held 2,440,347 shares of James River Group Holdings worth $10.7M as of Q2 2026.
  • Donald Smith & Co bought 619,378 James River Group Holdings shares in Q2 2026, an estimated $3.05M.
  • James River Group Holdings made up 0.19% of Donald Smith & Co's portfolio in Q2 2026, its #50 holding.
  • Donald Smith & Co first reported a position in James River Group Holdings in Q3 2025 and has held it in 4 quarters since.
  • Donald Smith & Co's James River Group Holdings position peaked at $11.5M in Q1 2026.
  • 117 funds tracked by Wall St. Rank held James River Group Holdings as of Q2 2026.

Based on Donald Smith & Co's 13F filing for Q2 2026, filed 11 Aug 2026.