Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

JAMES RIV GROUP HOLDINGS INC (JRVR)

114 + Investors. Track Smart Money conviction in JRVR. See who's accumulating, reducing, or initiating positions.

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +6
Streak
1Q ▲
Buyers last Q
51%

Smart Money Signals — JRVR

Based on 113 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added JRVR than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
📊

High ownership — 75% of 3.0Y peak

75% of all-time peak
113 funds currently hold this stock — 75% of the 3.0-year high of 150 funds (reached 2023 Q3). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding JRVR is almost the same as a year ago (+1 funds, +1% change). No significant rush to buy or sell — institutional backing is holding steady.
🟡

Slight buying edge — 51% buying

54 buying52 selling
Last quarter: 54 funds bought or added vs 52 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
📈

More new buyers each quarter (+9 vs last Q)

new funds entering per quarter
Funds opening a new JRVR position: 20 → 13 → 10 → 19. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

65% of holders stayed for 2+ years

65% conviction (2yr+) 20% medium 15% new
73 out of 113 hedge funds have held JRVR for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💰

Value +19% but shares only +3% — price-driven

Value
+18%
Shares
+2%
Last quarter: the total dollar value of institutional holdings rose +19%, but actual share count only changed +3%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.
➡️

Steady discovery — ~19 new funds/quarter

18 → 20 → 13 → 10 → 19 new funds/Q
New funds entering each quarter: 20 → 13 → 10 → 19. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 69% of holders stayed 2+ years

69% veterans 11% 1-2yr 19% new
Of 114 current holders: 79 (69%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.

Strong quality — 32% AUM from major funds

32% from top-100 AUM funds
25 of 113 holders rank in the top 100 by AUM, accounting for 32% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
2.1
out of 10
Low Exit Risk
Exit risk score 2.1/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Hedge Fund Ownership: JRVR

How many hedge funds hold JRVR — quarterly history vs. share price
Quarterly hedge fund ownership of JRVR vs. share price

Market Analysis: JRVR

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: JRVR

-- --
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

24 top-rated funds 1 high-conviction
Consensus
6.1
/ 10
breadth
×
Elite
1.1
/ 10
conviction
Hedge Fund Positioning: JRVR
2026 Q1 Stats Unlock in 19 days 114 + Investors

Track Smart Money conviction in JRVR. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 114 109 4.59%
13F Shares 29M 28M 2.57%
Total Value $180M $151M 18.63%
New Positions 19 10 +9
Increased Positions 36 42 -6
Closed Positions 13 15 -2
Reduced Positions 40 42 -2
Total Calls 0 2 -100.0%
Total Puts 0 1 -100.0%
PUT/CALL Ratio 0.0 0.5 Bullish

Statistics: JRVR

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
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Institutional Holders (2026 Q1)

114 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in JRVR. Verified SEC 13F-HR filings.

Top 19 institutional holders of JRVR — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Bronte Capital Management Pty Ltd. 0.21% 338,961 $2.1M
2 FNY Investment Advisers, LLC 0.15% 56,057
3 American Capital Advisory, LLC 0.01% 2,600 $16K
4 Sowell Financial Services LLC 0.01% 26,496 $167K
5 Versant Capital Management, Inc 0.00% 2,239 $14K
6 GAMMA Investing LLC 0.00% 1,902 $12K
7 True Wealth Design, LLC 0.00% 306 $2K
8 HARBOR CAPITAL ADVISORS, INC. 0.00% 757
9 Police & Firemen's Retirement System of New Jersey 0.00% 7,021 $44K
10 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% 18,236 $112K
11 Sterling Capital Management LLC 0.00% 1,220 $8K
12 Farther Finance Advisors, LLC 0.00% 1,384 $8K
13 Physician Wealth Advisors, Inc. 0.00% 90
14 SBI Securities Co., Ltd. 0.00% 66
15 Root Financial Partners, LLC 0.00% 30
16 IFP Advisors, Inc 0.00% 65
17 INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 0.00% 19
18 FIFTH THIRD BANCORP 0.00% 537 $3K
19 NISA INVESTMENT ADVISORS, LLC 0.00% 95
Investor Ownership
History
% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — JAMES RIV GROUP HOLDINGS INC (JRVR)

What does the Smart Money Trend signal show for JRVR?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added JRVR than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for JRVR?

Slight buying edge — 51% buying: Last quarter: 54 funds bought or added vs 52 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for JRVR holders?

Strong quality — 32% AUM from major funds: 25 of 113 holders rank in the top 100 by AUM, accounting for 32% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held JRVR?

65% of holders stayed for 2+ years: 73 out of 113 hedge funds have held JRVR for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.