James River GroupJRVR
About: James River Group Holdings Ltd owns and operates a group of specialty insurance and reinsurance companies. It reports business into three segments. The Excess and Surplus Lines segment, which is the key revenue driver, offers commercial excess and surplus lines liability and excess property insurance products; The Specialty Admitted Insurance segment focuses on niche classes within the standard insurance markets with a primary focus on fronting business, where it retains a minority share of the risk and seek to earn fee income by allowing other carriers and producers to use its licensure, ratings, expertise and infrastructure, and the Corporate and other segment consists of the management and treasury activities of holding companies, and equity compensation for the group.
Employees: 645
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
5% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 19
0% more funds holding in top 10
Funds holding in top 10: 1 [Q4 2024] → 1 (+0) [Q1 2025]
1% less funds holding
Funds holding: 116 [Q4 2024] → 115 (-1) [Q1 2025]
14% less capital invested
Capital invested by funds: $166M [Q4 2024] → $143M (-$23.1M) [Q1 2025]
15.54% less ownership
Funds ownership: 89.98% [Q4 2024] → 74.44% (-15.54%) [Q1 2025]
28% less call options, than puts
Call options by funds: $70K | Put options by funds: $97K
40% less repeat investments, than reductions
Existing positions increased: 28 | Existing positions reduced: 47
Research analyst outlook
4 Wall Street Analysts provided 1 year price targets over the past 3 months
4 analyst ratings
JMP Securities Matthew Carletti | 52%upside $8 | Market Outperform Reiterated | 6 May 2025 |
Keefe, Bruyette & Woods Meyer Shields | 5%downside $5 | Market Perform Maintained | 13 Mar 2025 |
Truist Securities Mark Hughes | 5%downside $5 | Hold Maintained | 11 Mar 2025 |
Compass Point Casey Alexander | 19%upside $6.25 | Buy Maintained | 10 Mar 2025 |
Financial journalist opinion
Based on 4 articles about JRVR published over the past 30 days
