James River Group Holdings, Inc. (JRVR) Form 8-K — Aug 21, 2026

$JRVRForm 8-KItems 5.02, 7.01, 9.01Filed Aug 21, 2026, 4:45 PM ET0001620459-26-000048Original filing

James River Group Holdings (JRVR) reported that director Kirstin M. Gould resigned from the board effective August 20, 2026, and the company stated the resignation was not the result of any disagreement with respect to operations, policies or practices. In the same 8-K, the company furnished its second quarter 2026 investor presentation under Regulation FD, highlighting $912 million in LTM gross written premium, $523 million of shareholders' equity, $4.8 billion of total assets, and an "A-" (Excellent) A.M. Best rating as of June 30, 2026.

Key figures

Net Income: $4.4 million (2Q26 net income to common shareholders, +59% vs. 2Q25)
Total Debt: $329.9 million (total debt, unchanged across the last four quarters)
Total Assets: $4,773.1 million (total assets at June 30, 2026; presentation highlights $4.8 billion)
Cash Position: $195.6 million (cash and cash equivalents at June 30, 2026)
Shares Outstanding: 46,239 thousand common shares outstanding at June 30, 2026 (59,761 thousand including Series A preferred conversion shares)
Leverage ratio 2q26: 28%
Shareholders equity: $522.6 million at June 30, 2026 ($523 million per presentation highlights)
Investment portfolio: $1.9 billion, 3.6 years duration, 'A+' weighted average credit rating
Group expense savings: -9% / $2.5 million decline in G&A expenses year over year
Compounded rate change: 99% through quarter ended June 30, 2026
Es combined ratio 2q26: 92.8% (vs. 91.7% in 2Q25)
Gross written premium ltm: $912 million (LTM as of June 30, 2026)
Group combined ratio 2q26: 100.2% (vs. 98.6% in 2Q25)
Net investment income 2q26: $20.3 million ($84.5 million LTM)
Combined ratio incl retro 1h26: 110.1% consolidated including retroactive reinsurance impact
Es accident year loss ratio 2q26: 64.9%
Tangible common equity per share: $9.01 at June 30, 2026
Adjusted net operating income 2q26: $10.0 million (vs. $11.7 million in 2Q25)

Price after filing

1 day: 0.0%7 days: +2.2%30 days: -8.9%

Close on the filing date to close N calendar days later (from $4.05). Historical, not a forecast.

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