AWM
JRVR icon

AE Wealth Management’s James River Group Holdings JRVR Stock Holding History

AE Wealth Management’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
2025
Q1 		– Sell
-13,742
Closed -$66.9K – 2225
2024
Q4 		$66.9K Buy
+13,742
New +$75.7K ﹤0.01% 1508

Other funds holding JRVR

GPC
Gallatin Point Capital Greenwich, Connecticut $238M AUM 37.44% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ZP
Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
RC
RBF Capital San Francisco, California $2.05B AUM 29.64% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

AE Wealth Management's JRVR Position: Q1 2025 in Review

AE Wealth Management sold out of James River Group Holdings (JRVR) in Q1 2025, closing a stake of 13,742 shares — an estimated $66.9K sold.

AE Wealth Management first reported a position in JRVR in Q4 2024 and held it in 1 quarter. The position peaked at $66.9K in Q4 2024. 115 funds tracked by Wall St. Rank hold JRVR as of Q1 2025.

  • AE Wealth Management reported no remaining James River Group Holdings position as of Q1 2025 after selling out during the quarter.
  • AE Wealth Management sold 13,742 James River Group Holdings shares in Q1 2025, an estimated $66.9K.
  • AE Wealth Management first reported a position in James River Group Holdings in Q4 2024 and held it in 1 quarter.
  • AE Wealth Management's James River Group Holdings position peaked at $66.9K in Q4 2024.
  • 115 funds tracked by Wall St. Rank held James River Group Holdings as of Q1 2025.

Based on AE Wealth Management's 13F filing for Q1 2025, filed 6 May 2025.