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Donald G. Smith

Donald Smith & Co.

Donald Smith & Co. James River Group Holdings Ltd stake

total: 237

Donald Smith & Co. JRVR trades

Total transactions:
4
New positions:
1
Added:
3
Held since:
2025 Q3
Held for:
4 quarters
Latest activity:
2026 Q2
According to 2026 Q2 report, Donald Smith & Co. holds 2,440,347 James River Group Holdings Ltd (JRVR) shares with a market value of roughly $10.74M accounting for 0.19% of the overall portfolio. To date, the estimated cost basis is nearly $5.76 for "buy" trades. Donald Smith & Co. first purchased JRVR in 2025 Q3, initially acquiring 312,435 shares. Since the initial investment in James River Group Holdings Ltd (JRVR), Donald Smith & Co. has made 3 more transactions.

How many JRVR shares does Donald Smith & Co. currently hold?

According to 2026 Q2 report, Donald Smith & Co. holds 2,440,347 shares of James River Group Holdings Ltd (JRVR), valued at around $10.74M.

When did Donald Smith & Co. buy James River Group Holdings Ltd (JRVR)?

Donald Smith & Co. first invested in James River Group Holdings Ltd (JRVR) in 2025 Q3 at the reported quarter-end price of $5.55 per share.

What's the cost basis of Donald Smith & Co.'s JRVR stake?

The estimated cost basis for James River Group Holdings Ltd (JRVR) stake is around $5.76 per share. This represents their average reported price* across all buy transactions

Estimated cost basis*

Weighted AVG buy price:
$5.76

Donald Smith & Co.'s historical trades in James River Group Holdings Ltd

4 results
Period % of
portfolio
Shares
held after*
Reported
price*
Value* % (shares)
of activity
% change
to portfolio
2026 Q2
0.19%
2,440,347
$4.40
$10,737,527
+34.01% (+619,378)
+0.05%
2026 Q1
0.21%
1,820,969
$6.30
$11,472,105
+8.96% (+149,749)
+0.02%
2025 Q4
0.20%
1,671,220
$6.36
$10,628,959
+434.90% (+1,358,785)
+0.16%
2025 Q3
0.03%
312,435
$5.55
$1,734,014
new
+0.03%
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
* Estimated cost basis: based on "Reported price*" (not earlier than 2013 Q2). Calculation starts from the latest "new buy" activity to the latest "close out" activity (if any).
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* New buy or own: this means there is no earlier reporting (for us or in general). So we can't know if the actual purchase of the security happened at the reported period or earlier.