Aperio Group’s James River Group Holdings JRVR Stock Holding History

Aperio Group’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
2020 Q4	$401K	Buy	8,165 +752	+10%	+$36.4K	﹤0.01%	2062
2020 Q3	$330K	Sell	7,413 -44	-0.6%	-$2.05K	﹤0.01%	2029
2020 Q2	$336K	Sell	7,457 -3,370	-31%	-$125K	﹤0.01%	1972
2020 Q1	$392K	Sell	10,827 -1,135	-9%	-$45.7K	﹤0.01%	1775
2019 Q4	$493K	Buy	11,962 +6,655	+125%	+$261K	﹤0.01%	1804
2019 Q3	$272K	Buy	5,307 +1,237	+30%	+$60.3K	﹤0.01%	2056
2019 Q2	$191K	Buy	+4,070	New	+$177K	﹤0.01%	2190

Other funds holding JRVR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

FCM

Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Aperio Group's JRVR Position: Q4 2020 in Review

Aperio Group increased its James River Group Holdings (JRVR) stake by 10% in Q4 2020, buying an estimated $36.4K and bringing the position to 8,165 shares worth $401K. The position accounts for ﹤0.01% of the portfolio, ranked #2062.

Aperio Group first reported a position in JRVR in Q2 2019 and has held it in 7 quarters since. The position peaked at $493K in Q4 2019. 168 funds tracked by Wall St. Rank hold JRVR as of Q4 2020.

Aperio Group held 8,165 shares of James River Group Holdings worth $401K as of Q4 2020.
Aperio Group bought 752 James River Group Holdings shares in Q4 2020, an estimated $36.4K.
James River Group Holdings made up ﹤0.01% of Aperio Group's portfolio in Q4 2020, its #2062 holding.
Aperio Group first reported a position in James River Group Holdings in Q2 2019 and has held it in 7 quarters since.
Aperio Group's James River Group Holdings position peaked at $493K in Q4 2019.
168 funds tracked by Wall St. Rank held James River Group Holdings as of Q4 2020.

Based on Aperio Group's 13F filing for Q4 2020, filed 5 Feb 2021.